TFM
TFC Financial Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
4,137
-8
| -0.2% | -$2.24K | 0.16% | 44 |
|
|
2025
Q1 | $1.07M | Buy |
4,145
+14
| +0.3% | +$3.62K | 0.16% | 44 |
|
|
2024
Q4 | $1.09M | Buy |
4,131
+12
| +0.3% | +$3.17K | 0.17% | 42 |
|
|
2024
Q3 | $1.09M | Sell |
4,119
-3
| -0.1% | -$791 | 0.17% | 41 |
|
|
2024
Q2 | $998K | Sell |
4,122
-41
| -1% | -$9.93K | 0.18% | 44 |
|
|
2024
Q1 | $1.04M | Buy |
4,163
+184
| +5% | +$46K | 0.18% | 43 |
|
|
2023
Q4 | $926K | Buy |
3,979
+1,272
| +47% | +$296K | 0.19% | 44 |
|
|
2023
Q3 | $564K | Buy |
2,707
+205
| +8% | +$42.7K | 0.13% | 57 |
|
|
2023
Q2 | $551K | Buy |
2,502
+141
| +6% | +$31K | 0.14% | 56 |
|
|
2023
Q1 | $498K | Buy |
2,361
+9
| +0.4% | +$1.9K | 0.13% | 60 |
|
|
2022
Q4 | $479K | Buy |
2,352
+115
| +5% | +$23.4K | 0.14% | 60 |
|
|
2022
Q3 | $421K | Buy |
2,237
+151
| +7% | +$28.4K | 0.13% | 60 |
|
|
2022
Q2 | $411K | Buy |
2,086
+51
| +3% | +$10K | 0.12% | 61 |
|
|
2022
Q1 | $484K | Hold |
2,035
| – | – | 0.14% | 55 |
|
|
2021
Q4 | $518K | Hold |
2,035
| – | – | 0.16% | 51 |
|
|
2021
Q3 | $482K | Hold |
2,035
| – | – | 0.16% | 51 |
|
|
2021
Q2 | $483K | Hold |
2,035
| – | – | 0.17% | 50 |
|
|
2021
Q1 | $450K | Hold |
2,035
| – | – | 0.18% | 50 |
|
|
2020
Q4 | $421K | Buy |
2,035
+940
| +86% | +$194K | 0.18% | 55 |
|
|
2020
Q3 | $193K | Buy |
+1,095
| New | +$193K | 0.1% | 75 |
|