Warner Financial’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 | $8.41M | Buy |
30,039
+214
| +0.7% | +$59.9K | 3.47% | 6 |
|
|
2025
Q1 | $7.71M | Sell |
29,825
-225
| -0.7% | -$58.2K | 3.41% | 5 |
|
|
2024
Q4 | $7.94M | Buy |
30,050
+584
| +2% | +$154K | 3.41% | 7 |
|
|
2024
Q3 | $7.77M | Buy |
29,466
+1,073
| +4% | +$283K | 3.45% | 6 |
|
|
2024
Q2 | $6.87M | Buy |
28,393
+955
| +3% | +$231K | 3.35% | 6 |
|
|
2024
Q1 | $6.86M | Buy |
27,438
+665
| +2% | +$166K | 3.44% | 6 |
|
|
2023
Q4 | $6.23M | Buy |
26,773
+946
| +4% | +$220K | 3.51% | 6 |
|
|
2023
Q3 | $5.38M | Buy |
25,827
+794
| +3% | +$165K | 3.57% | 6 |
|
|
2023
Q2 | $5.51M | Buy |
25,033
+1,121
| +5% | +$247K | 3.58% | 6 |
|
|
2023
Q1 | $5.04M | Buy |
23,912
+205
| +0.9% | +$43.2K | 3.49% | 6 |
|
|
2022
Q4 | $4.83M | Sell |
23,707
-161
| -0.7% | -$32.8K | 3.68% | 5 |
|
|
2022
Q3 | $4.49M | Buy |
23,868
+1,953
| +9% | +$367K | 3.61% | 6 |
|
|
2022
Q2 | $4.32M | Buy |
21,915
+791
| +4% | +$156K | 3.97% | 5 |
|
|
2022
Q1 | $5.04M | Buy |
21,124
+1,854
| +10% | +$443K | 4.09% | 6 |
|
|
2021
Q4 | $4.91M | Buy |
+19,270
| New | +$4.91M | 4.1% | 6 |
|