Twin Peaks Wealth 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 | $1.3M | Buy |
4,550
+1,003
| +28% | +$287K | 0.42% | 51 |
|
|
2025
Q1 | $873K | Buy |
3,547
+202
| +6% | +$49.7K | 0.4% | 58 |
|
|
2024
Q4 | $884K | Buy |
3,345
+310
| +10% | +$81.9K | 0.37% | 60 |
|
|
2024
Q3 | $801K | Buy |
3,035
+469
| +18% | +$124K | 0.37% | 55 |
|
|
2024
Q2 | $621K | Buy |
2,566
+1,503
| +141% | +$364K | 0.31% | 64 |
|
|
2024
Q1 | $266K | Buy |
1,063
+161
| +18% | +$40.2K | 0.15% | 109 |
|
|
2023
Q4 | $210K | Buy |
+902
| New | +$210K | 0.13% | 115 |
|