Wheelhouse Advisory 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 | $10.8M | Buy |
38,498
+1,414
| +4% | +$396K | 5.31% | 10 |
|
|
2025
Q1 | $9.59M | Buy |
37,084
+1,920
| +5% | +$497K | 5.48% | 10 |
|
|
2024
Q4 | $9.29M | Buy |
35,164
+1,663
| +5% | +$439K | 5.51% | 9 |
|
|
2024
Q3 | $8.84M | Buy |
33,501
+1,620
| +5% | +$427K | 5.69% | 9 |
|
|
2024
Q2 | $7.69M | Buy |
31,881
+1,864
| +6% | +$450K | 5.42% | 9 |
|
|
2024
Q1 | $7.5M | Buy |
30,017
+3,096
| +12% | +$774K | 5.76% | 9 |
|
|
2023
Q4 | $6.26M | Buy |
+26,921
| New | +$6.26M | 5.47% | 9 |
|