UFA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.74M Sell
31,244
-307
-1% -$85.9K 7.49% 2
2025
Q1 		$8.16M Buy
31,551
+2,119
+7% +$548K 8.33% 2
2024
Q4 		$7.77M Buy
+29,432
New +$7.77M 8.38% 2