Uptown Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Uptown Financial Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.23M	Buy
2025 Q2	$8.74M	Sell
2025 Q1	$8.16M	Buy
2024 Q4	$7.77M	Buy