XF
XML Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Buy |
29,287
+1,327
| +5% | +$371K | 0.71% | 41 |
|
|
2025
Q1 | $7.23M | Sell |
27,960
-1,250
| -4% | -$323K | 0.67% | 43 |
|
|
2024
Q4 | $7.72M | Buy |
29,210
+1,774
| +6% | +$469K | 0.71% | 39 |
|
|
2024
Q3 | $7.24M | Buy |
27,436
+768
| +3% | +$203K | 0.67% | 42 |
|
|
2024
Q2 | $6.46M | Buy |
26,668
+706
| +3% | +$171K | 0.65% | 43 |
|
|
2024
Q1 | $6.49M | Buy |
25,962
+289
| +1% | +$72.2K | 0.66% | 42 |
|
|
2023
Q4 | $5.97M | Buy |
25,673
+574
| +2% | +$134K | 0.63% | 50 |
|
|
2023
Q3 | $5.23M | Buy |
25,099
+5,456
| +28% | +$1.14M | 0.63% | 53 |
|
|
2023
Q2 | $4.32M | Buy |
+19,643
| New | +$4.32M | 0.5% | 57 |
|