Tilia Fiduciary Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
1,085
+79
| +8% | +$22.1K | 0.19% | 97 |
|
|
2025
Q1 | $260K | Buy |
1,006
+185
| +23% | +$47.9K | 0.17% | 97 |
|
|
2024
Q4 | $217K | Buy |
+821
| New | +$217K | 0.15% | 104 |
|
|
2023
Q3 | – | Sell |
-378
| Closed | -$83.2K | – | 487 |
|
|
2023
Q2 | $83.2K | Buy |
378
+1
| +0.3% | +$220 | 0.07% | 152 |
|
|
2023
Q1 | $79.5K | Buy |
377
+1
| +0.3% | +$211 | 0.08% | 163 |
|
|
2022
Q4 | $76.7K | Buy |
376
+1
| +0.3% | +$204 | 0.07% | 162 |
|
|
2022
Q3 | $71K | Buy |
375
+1
| +0.3% | +$189 | 0.07% | 160 |
|
|
2022
Q2 | $74K | Hold |
374
| – | – | 0.07% | 165 |
|
|
2022
Q1 | $89K | Buy |
374
+1
| +0.3% | +$238 | 0.08% | 161 |
|
|
2021
Q4 | $95K | Buy |
+373
| New | +$95K | 0.08% | 161 |
|