Trinity Financial Advisors’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	$8.04M	Buy	28,616 +3,822	+15%	+$1.07M	2.46%	12
2025 Q1	$6.18M	Buy	24,794 +2,229	+10%	+$555K	2.23%	13
2024 Q4	$5.95M	Buy	22,565 +10,773	+91%	+$2.84M	2.26%	14
2024 Q3	$2.3M	Buy	11,792 +8,304	+238%	+$1.62M	1.03%	19
2024 Q2	$847K	Buy	+3,488	New	+$847K	0.38%	31