WMG 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 | $306K | Sell |
1,093
-15
| -1% | -$4.2K | 0.11% | 125 |
|
|
2025
Q1 | $287K | Buy |
1,108
+4
| +0.4% | +$1.03K | 0.12% | 117 |
|
|
2024
Q4 | $292K | Sell |
1,104
-33
| -3% | -$8.72K | 0.13% | 117 |
|
|
2024
Q3 | $300K | Sell |
1,137
-20
| -2% | -$5.28K | 0.14% | 112 |
|
|
2024
Q2 | $280K | Hold |
1,157
| – | – | 0.15% | 103 |
|
|
2024
Q1 | $289K | Sell |
1,157
-114
| -9% | -$28.5K | 0.17% | 96 |
|
|
2023
Q4 | $296K | Buy |
1,271
+34
| +3% | +$7.91K | 0.19% | 79 |
|
|
2023
Q3 | $258K | Hold |
1,237
| – | – | 0.22% | 76 |
|
|
2023
Q2 | $272K | Sell |
1,237
-66
| -5% | -$14.5K | 0.2% | 87 |
|
|
2023
Q1 | $275K | Sell |
1,303
-115
| -8% | -$24.3K | 0.23% | 77 |
|
|
2022
Q4 | $289K | Sell |
1,418
-19
| -1% | -$3.87K | 0.25% | 83 |
|
|
2022
Q3 | $271K | Hold |
1,437
| – | – | 0.24% | 86 |
|
|
2022
Q2 | $283K | Buy |
1,437
+43
| +3% | +$8.47K | 0.25% | 94 |
|
|
2022
Q1 | $330K | Buy |
1,394
+148
| +12% | +$35K | 0.24% | 100 |
|
|
2021
Q4 | $319K | Buy |
+1,246
| New | +$319K | 0.25% | 108 |
|