Values Added 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 | $945K | Buy |
3,377
+414
| +14% | +$116K | 0.46% | 44 |
|
|
2025
Q1 | $766K | Buy |
2,963
+528
| +22% | +$137K | 0.42% | 45 |
|
|
2024
Q4 | $643K | Buy |
2,435
+628
| +35% | +$166K | 0.37% | 50 |
|
|
2024
Q3 | $477K | Sell |
1,807
-411
| -19% | -$108K | 0.3% | 59 |
|
|
2024
Q2 | $537K | Buy |
2,218
+463
| +26% | +$112K | 0.39% | 48 |
|
|
2024
Q1 | $439K | Hold |
1,755
| – | – | 0.34% | 55 |
|
|
2023
Q4 | $408K | Buy |
1,755
+189
| +12% | +$44K | 0.33% | 53 |
|
|
2023
Q3 | $326K | Buy |
1,566
+291
| +23% | +$60.6K | 0.3% | 63 |
|
|
2023
Q2 | $281K | Buy |
+1,275
| New | +$281K | 0.26% | 63 |
|