Vista Cima Wealth Management’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
$5.04M Buy
18,024
+540
+3% +$151K 4.72% 5
2025
Q1
$4.52M Buy
17,484
+3,969
+29% +$1.03M 4.87% 5
2024
Q4
$3.57M Buy
+13,515
New +$3.57M 3.71% 11