United Advisor Group’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
$264K Buy
945
+122
+15% +$34.1K 0.05% 334
2025
Q1
$213K Sell
823
-169
-17% -$43.7K 0.04% 333
2024
Q4
$262K Sell
992
-73
-7% -$19.3K 0.05% 313
2024
Q3
$281K Buy
+1,065
New +$281K 0.06% 289