Vantage Financial Partners (Wisconsin)’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 | $721K | Sell |
2,576
-176
| -6% | -$49.2K | 0.17% | 88 |
|
|
2025
Q1 | $712K | Sell |
2,752
-93
| -3% | -$24.1K | 0.18% | 78 |
|
|
2024
Q4 | $752K | Buy |
2,845
+166
| +6% | +$43.9K | 0.19% | 73 |
|
|
2024
Q3 | $707K | Buy |
2,679
+383
| +17% | +$101K | 0.18% | 81 |
|
|
2024
Q2 | $556K | Sell |
2,296
-609
| -21% | -$147K | 0.14% | 78 |
|
|
2024
Q1 | $726K | Buy |
2,905
+20
| +0.7% | +$5K | 0.2% | 60 |
|
|
2023
Q4 | $671K | Buy |
2,885
+700
| +32% | +$163K | 0.2% | 53 |
|
|
2023
Q3 | $455K | Sell |
2,185
-1
| -0% | -$208 | 0.18% | 43 |
|
|
2023
Q2 | $481K | Sell |
2,186
-184
| -8% | -$40.5K | 0.18% | 37 |
|
|
2023
Q1 | $500K | Sell |
2,370
-102
| -4% | -$21.5K | 0.2% | 43 |
|
|
2022
Q4 | $504K | Sell |
2,472
-130
| -5% | -$26.5K | 0.3% | 26 |
|
|
2022
Q3 | $489K | Buy |
2,602
+93
| +4% | +$17.5K | 0.33% | 27 |
|
|
2022
Q2 | $494K | Sell |
2,509
-33
| -1% | -$6.5K | 0.29% | 25 |
|
|
2022
Q1 | $605K | Buy |
2,542
+107
| +4% | +$25.5K | 0.31% | 21 |
|
|
2021
Q4 | $620K | Buy |
+2,435
| New | +$620K | 0.24% | 25 |
|