1900 Wealth Management’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 | $8.06M | Sell |
28,800
-94
| -0.3% | -$26.3K | 0.61% | 26 |
|
|
2025
Q1 | $7.47M | Buy |
28,894
+38
| +0.1% | +$9.83K | 0.62% | 27 |
|
|
2024
Q4 | $7.62M | Sell |
28,856
-775
| -3% | -$205K | 0.64% | 27 |
|
|
2024
Q3 | $7.82M | Buy |
29,631
+181
| +0.6% | +$47.8K | 0.67% | 27 |
|
|
2024
Q2 | $7.13M | Sell |
29,450
-88
| -0.3% | -$21.3K | 0.67% | 29 |
|
|
2024
Q1 | $7.38M | Buy |
29,538
+144
| +0.5% | +$36K | 0.67% | 32 |
|
|
2023
Q4 | $6.84M | Sell |
29,394
-3,306
| -10% | -$769K | 0.63% | 37 |
|
|
2023
Q3 | $6.81M | Buy |
32,700
+67
| +0.2% | +$14K | 0.68% | 35 |
|
|
2023
Q2 | $7.18M | Buy |
32,633
+1,597
| +5% | +$352K | 0.74% | 34 |
|
|
2023
Q1 | $6.33M | Sell |
31,036
-131
| -0.4% | -$26.7K | 0.68% | 38 |
|
|
2022
Q4 | $6.35M | Buy |
31,167
+675
| +2% | +$138K | 0.69% | 37 |
|
|
2022
Q3 | $5.73M | Buy |
30,492
+993
| +3% | +$187K | 0.67% | 38 |
|
|
2022
Q2 | $5.81M | Buy |
29,499
+241
| +0.8% | +$47.5K | 0.63% | 38 |
|
|
2022
Q1 | $6.96M | Buy |
29,258
+4,194
| +17% | +$998K | 0.66% | 34 |
|
|
2021
Q4 | $6.39M | Buy |
25,064
+311
| +1% | +$79.2K | 0.58% | 46 |
|
|
2021
Q3 | $5.86M | Sell |
24,753
-598
| -2% | -$142K | 0.57% | 44 |
|
|
2021
Q2 | $6.02M | Sell |
25,351
-1,148
| -4% | -$272K | 0.58% | 42 |
|
|
2021
Q1 | $5.87K | Buy |
26,499
+178
| +0.7% | +$39 | 0.44% | 37 |
|
|
2020
Q4 | $5.44M | Buy |
+26,321
| New | +$5.44M | 0.64% | 39 |
|