VSM Wealth Advisory’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
$11.5M Sell
41,243
-1,162
-3% -$325K 3.81% 7
2025
Q1
$11M Sell
42,405
-1,942
-4% -$502K 3.94% 7
2024
Q4
$11.7M Buy
+44,347
New +$11.7M 4.18% 7