Wetzel Investment 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 | $1.99M | Sell |
7,084
-495
| -7% | -$139K | 0.91% | 26 |
|
|
2025
Q1 | $1.96M | Buy |
7,579
+987
| +15% | +$255K | 0.99% | 25 |
|
|
2024
Q4 | $1.74M | Buy |
6,592
+1,581
| +32% | +$418K | 0.87% | 27 |
|
|
2024
Q3 | $1.32M | Buy |
5,011
+4,803
| +2,309% | +$1.27M | 0.66% | 34 |
|
|
2024
Q2 | $52K | Buy |
208
+2
| +1% | +$500 | 0.03% | 231 |
|
|
2024
Q1 | $48.4K | Buy |
206
+4
| +2% | +$940 | 0.03% | 254 |
|
|
2023
Q4 | $47K | Buy |
+202
| New | +$47K | 0.03% | 253 |
|