The Family Firm’s Vanguard Mid-Cap ETF VO Stock Holding History

The Family Firm’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,766	Closed	-$457K	–	197
2025 Q1	$457K	Buy	1,766 +5	+0.3%	+$1.29K	0.1%	125
2024 Q4	$465K	Buy	1,761 +6	+0.3%	+$1.59K	0.1%	121
2024 Q3	$463K	Buy	1,755 +12	+0.7%	+$3.17K	0.1%	123
2024 Q2	$422K	Hold	1,743	–	–	0.09%	123
2024 Q1	$435K	Sell	1,743 -291	-14%	-$72.7K	0.11%	125
2023 Q4	$473K	Buy	2,034 +306	+18%	+$71.2K	0.12%	109
2023 Q3	$360K	Buy	1,728 +24	+1%	+$5K	0.1%	125
2023 Q2	$375K	Buy	1,704 +6	+0.4%	+$1.32K	0.1%	126
2023 Q1	$358K	Sell	1,698 -12	-0.7%	-$2.53K	0.1%	126
2022 Q4	$349K	Buy	1,710 +108	+7%	+$22K	0.1%	132
2022 Q3	$301K	Sell	1,602 -1,386	-46%	-$260K	0.1%	134
2022 Q2	$589K	Buy	2,988 +9	+0.3%	+$1.77K	0.17%	90
2022 Q1	$709K	Buy	2,979 +346	+13%	+$82.3K	0.19%	83
2021 Q4	$671K	Buy	2,633 +5	+0.2%	+$1.27K	0.17%	84
2021 Q3	$661K	Buy	2,628 +3	+0.1%	+$755	0.17%	83
2021 Q2	$623K	Buy	2,625 +5	+0.2%	+$1.19K	0.17%	87
2021 Q1	$580K	Buy	2,620 +4	+0.2%	+$885	0.17%	88
2020 Q4	$556K	Buy	2,616 +11	+0.4%	+$2.34K	0.17%	87
2020 Q3	$459K	Buy	2,605 +6	+0.2%	+$1.06K	0.16%	89
2020 Q2	$426K	Hold	2,599	–	–	0.16%	95
2020 Q1	$342K	Sell	2,599 -790	-23%	-$104K	0.15%	95
2019 Q4	$604K	Buy	3,389 +11	+0.3%	+$1.96K	0.2%	74
2019 Q3	$566K	Buy	3,378 +13	+0.4%	+$2.18K	0.2%	74
2019 Q2	$562K	Buy	3,365 +7	+0.2%	+$1.17K	0.2%	72
2019 Q1	$540K	Buy	3,358 +430	+15%	+$69.1K	0.2%	73
2018 Q4	$405K	Buy	2,928 +15	+0.5%	+$2.08K	0.16%	80
2018 Q3	$478K	Hold	2,913	–	–	0.17%	78
2018 Q2	$459K	Buy	2,913 +5	+0.2%	+$788	0.17%	76
2018 Q1	$448K	Buy	2,908 +5	+0.2%	+$770	0.17%	77
2017 Q4	$449K	Buy	2,903 +12	+0.4%	+$1.86K	0.18%	76
2017 Q3	$425K	Hold	2,891	–	–	0.18%	76
2017 Q2	$412K	Buy	2,891 +506	+21%	+$72.1K	0.18%	76
2017 Q1	$332K	Hold	2,385	–	–	0.16%	80
2016 Q4	$314K	Buy	2,385 +243	+11%	+$32K	0.15%	83
2016 Q3	$277K	Buy	+2,142	New	+$277K	0.13%	89