Tradewinds LLC’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
Sell
-944
Closed -$244K 251
2025
Q1
$244K Hold
944
0.07% 187
2024
Q4
$260K Sell
944
-546
-37% -$151K 0.07% 175
2024
Q3
$393K Hold
1,490
0.12% 123
2024
Q2
$361K Buy
+1,490
New +$361K 0.11% 141
2023
Q3
$330K Buy
+1,587
New +$330K 0.19% 84
2023
Q2
Sell
-1,777
Closed -$375K 122
2023
Q1
$375K Buy
+1,777
New +$375K 0.23% 78
2022
Q4
Sell
-1,967
Closed -$370K 205
2022
Q3
$370K Sell
1,967
-47
-2% -$8.84K 0.27% 71
2022
Q2
$397K Buy
+2,014
New +$397K 0.27% 72