180 Wealth 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 | $425K | Sell |
1,518
-2
| -0.1% | -$560 | 0.06% | 272 |
|
2025
Q1 | $393K | Buy |
1,520
+2
| +0.1% | +$517 | 0.06% | 263 |
|
2024
Q4 | $401K | Sell |
1,518
-413
| -21% | -$109K | 0.06% | 264 |
|
2024
Q3 | $509K | Sell |
1,931
-18
| -0.9% | -$4.75K | 0.08% | 221 |
|
2024
Q2 | $480K | Sell |
1,949
-10
| -0.5% | -$2.46K | 0.08% | 223 |
|
2024
Q1 | $489K | Sell |
1,959
-20
| -1% | -$5K | 0.09% | 211 |
|
2023
Q4 | $458K | Buy |
1,979
+275
| +16% | +$63.6K | 0.09% | 212 |
|
2023
Q3 | $355K | Buy |
1,704
+46
| +3% | +$9.58K | 0.08% | 239 |
|
2023
Q2 | $366K | Sell |
1,658
-130
| -7% | -$28.7K | 0.08% | 225 |
|
2023
Q1 | $377K | Hold |
1,788
| – | – | 0.09% | 219 |
|
2022
Q4 | $390K | Sell |
1,788
-25
| -1% | -$5.46K | 0.09% | 221 |
|
2022
Q3 | $341K | Sell |
1,813
-35
| -2% | -$6.58K | 0.09% | 216 |
|
2022
Q2 | $369K | Sell |
1,848
-20
| -1% | -$3.99K | 0.09% | 206 |
|
2022
Q1 | $442K | Sell |
1,868
-30
| -2% | -$7.1K | 0.1% | 200 |
|
2021
Q4 | $435K | Buy |
1,898
+23
| +1% | +$5.27K | 0.1% | 200 |
|
2021
Q3 | $464K | Buy |
1,875
+15
| +0.8% | +$3.71K | 0.1% | 196 |
|
2021
Q2 | $452K | Sell |
1,860
-68
| -4% | -$16.5K | 0.1% | 195 |
|
2021
Q1 | $444K | Buy |
1,928
+4
| +0.2% | +$921 | 0.11% | 180 |
|
2020
Q4 | $411K | Buy |
1,924
+24
| +1% | +$5.13K | 0.12% | 174 |
|
2020
Q3 | $350K | Sell |
1,900
-50
| -3% | -$9.21K | 0.13% | 161 |
|
2020
Q2 | $334K | Sell |
1,950
-85
| -4% | -$14.6K | 0.13% | 159 |
|
2020
Q1 | $258K | Sell |
2,035
-31
| -2% | -$3.93K | 0.13% | 175 |
|
2019
Q4 | $375K | Buy |
2,066
+50
| +2% | +$9.08K | 0.15% | 165 |
|
2019
Q3 | $336K | Buy |
2,016
+729
| +57% | +$122K | 0.15% | 171 |
|
2019
Q2 | $215K | Buy |
1,287
+10
| +0.8% | +$1.67K | 0.1% | 228 |
|
2019
Q1 | $209K | Buy |
+1,277
| New | +$209K | 0.09% | 234 |
|