VisionPoint Advisory Group’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 | $260K | Buy |
+931
| New | +$260K | 0.06% | 298 |
|
|
2025
Q1 | – | Sell |
-742
| Closed | -$196K | – | 311 |
|
|
2024
Q4 | $196K | Buy |
742
+6
| +0.8% | +$1.58K | 0.07% | 184 |
|
|
2024
Q3 | $194K | Buy |
736
+32
| +5% | +$8.44K | 0.07% | 176 |
|
|
2024
Q2 | $170K | Buy |
704
+93
| +15% | +$22.5K | 0.06% | 174 |
|
|
2024
Q1 | $153K | Buy |
611
+61
| +11% | +$15.2K | 0.06% | 183 |
|
|
2023
Q4 | $128K | Buy |
550
+87
| +19% | +$20.2K | 0.05% | 172 |
|
|
2023
Q3 | $96.4K | Buy |
+463
| New | +$96.4K | 0.04% | 196 |
|