Websterrogers Financial Advisors’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 | $212K | Sell |
758
-18
| -2% | -$5.04K | 0.07% | 84 |
|
|
2025
Q1 | $201K | Sell |
776
-56
| -7% | -$14.5K | 0.07% | 84 |
|
|
2024
Q4 | $220K | Buy |
+832
| New | +$220K | 0.08% | 77 |
|
|
2024
Q2 | – | Sell |
-961
| Closed | -$240K | – | 74 |
|
|
2024
Q1 | $240K | Sell |
961
-128
| -12% | -$32K | 0.09% | 69 |
|
|
2023
Q4 | $253K | Sell |
1,089
-9,536
| -90% | -$2.22M | 0.11% | 64 |
|
|
2023
Q3 | $2.21M | Sell |
10,625
-4,679
| -31% | -$974K | 0.97% | 21 |
|
|
2023
Q2 | $3.37M | Sell |
15,304
-2,876
| -16% | -$633K | 1.47% | 20 |
|
|
2023
Q1 | $3.83M | Buy |
18,180
+1,491
| +9% | +$314K | 1.76% | 20 |
|
|
2022
Q4 | $3.4M | Buy |
+16,689
| New | +$3.4M | 1.65% | 19 |
|