Univest Financial’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
$270K Sell
963
-873
-48% -$244K 0.02% 231
2025
Q1
$475K Buy
1,836
+3
+0.2% +$776 0.03% 202
2024
Q4
$484K Buy
1,833
+80
+5% +$21.1K 0.03% 201
2024
Q3
$463K Buy
+1,753
New +$463K 0.03% 199