Von Berge Wealth Management 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 | $18.2M | Buy |
63,667
+963
| +2% | +$275K | 10.22% | 1 |
|
|
2025
Q1 | $15.9M | Sell |
62,704
-38
| -0.1% | -$9.65K | 10.28% | 1 |
|
|
2024
Q4 | $17.4M | Buy |
62,742
+306
| +0.5% | +$85K | 10.55% | 1 |
|
|
2024
Q3 | $17.1M | Sell |
62,436
-2,522
| -4% | -$690K | 10.57% | 1 |
|
|
2024
Q2 | $15.6M | Sell |
64,958
-550
| -0.8% | -$132K | 9.92% | 1 |
|
|
2024
Q1 | $16.4M | Buy |
65,508
+9,461
| +17% | +$2.36M | 10.53% | 1 |
|
|
2023
Q4 | $12.9M | Buy |
56,047
+742
| +1% | +$170K | 9.88% | 1 |
|
|
2023
Q3 | $11.5M | Buy |
55,305
+2,324
| +4% | +$484K | 9.84% | 1 |
|
|
2023
Q2 | $11.7M | Buy |
52,981
+1,802
| +4% | +$397K | 9.66% | 1 |
|
|
2023
Q1 | $10.8M | Buy |
51,179
+159
| +0.3% | +$33.5K | 9.63% | 1 |
|
|
2022
Q4 | $11.2M | Buy |
51,020
+529
| +1% | +$116K | 10.06% | 1 |
|
|
2022
Q3 | $9.62M | Buy |
50,491
+1,198
| +2% | +$228K | 10.22% | 1 |
|
|
2022
Q2 | $9.74M | Sell |
49,293
-729
| -1% | -$144K | 10.12% | 1 |
|
|
2022
Q1 | $11.7M | Buy |
50,022
+2,032
| +4% | +$473K | 10.62% | 1 |
|
|
2021
Q4 | $11.3M | Buy |
+47,990
| New | +$11.3M | 10.39% | 1 |
|