Abbot Financial 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 | $2.68M | Sell |
9,565
-125
| -1% | -$35K | 1.23% | 20 |
|
|
2025
Q1 | $2.51M | Sell |
9,690
-113
| -1% | -$29.2K | 1.3% | 21 |
|
|
2024
Q4 | $2.59M | Sell |
9,803
-110
| -1% | -$29.1K | 1.29% | 20 |
|
|
2024
Q3 | $2.62M | Sell |
9,913
-25
| -0.3% | -$6.6K | 1.32% | 20 |
|
|
2024
Q2 | $2.41M | Hold |
9,938
| – | – | 1.29% | 21 |
|
|
2024
Q1 | $2.48M | Sell |
9,938
-40
| -0.4% | -$9.99K | 1.37% | 20 |
|
|
2023
Q4 | $2.32M | Sell |
9,978
-15
| -0.2% | -$3.49K | 1.4% | 21 |
|
|
2023
Q3 | $2.08M | Sell |
9,993
-372
| -4% | -$77.5K | 1.4% | 21 |
|
|
2023
Q2 | $2.28M | Sell |
10,365
-56
| -0.5% | -$12.3K | 1.46% | 20 |
|
|
2023
Q1 | $2.2M | Sell |
10,421
-65
| -0.6% | -$13.7K | 1.48% | 20 |
|
|
2022
Q4 | $2.14M | Sell |
10,486
-2,585
| -20% | -$527K | 1.46% | 21 |
|
|
2022
Q3 | $2.46M | Sell |
13,071
-50
| -0.4% | -$9.4K | 1.75% | 17 |
|
|
2022
Q2 | $2.58M | Sell |
13,121
-10
| -0.1% | -$1.97K | 1.56% | 22 |
|
|
2022
Q1 | $3.12M | Sell |
13,131
-100
| -0.8% | -$23.8K | 1.52% | 21 |
|
|
2021
Q4 | $3.37M | Sell |
13,231
-130
| -1% | -$33.1K | 1.51% | 21 |
|
|
2021
Q3 | $3.16M | Sell |
13,361
-125
| -0.9% | -$29.6K | 1.44% | 17 |
|
|
2021
Q2 | $3.2M | Sell |
13,486
-119
| -0.9% | -$28.2K | 1.4% | 16 |
|
|
2021
Q1 | $3.01M | Sell |
13,605
-25
| -0.2% | -$5.53K | 1.37% | 17 |
|
|
2020
Q4 | $2.82M | Sell |
13,630
-385
| -3% | -$79.6K | 1.62% | 17 |
|
|
2020
Q3 | $2.47M | Hold |
14,015
| – | – | 1.6% | 21 |
|
|
2020
Q2 | $2.3M | Sell |
14,015
-150
| -1% | -$24.6K | 1.58% | 21 |
|
|
2020
Q1 | $1.87M | Sell |
14,165
-50
| -0.4% | -$6.58K | 1.52% | 24 |
|
|
2019
Q4 | $2.53M | Buy |
14,215
+1,100
| +8% | +$196K | 1.6% | 18 |
|
|
2019
Q3 | $2.2M | Sell |
13,115
-60
| -0.5% | -$10.1K | 1.57% | 23 |
|
|
2019
Q2 | $2.2M | Buy |
13,175
+350
| +3% | +$58.5K | 1.6% | 22 |
|
|
2019
Q1 | $2.06M | Sell |
12,825
-235
| -2% | -$37.8K | 1.6% | 20 |
|
|
2018
Q4 | $1.81M | Buy |
13,060
+600
| +5% | +$82.9K | 1.59% | 22 |
|
|
2018
Q3 | $2.05M | Sell |
12,460
-10
| -0.1% | -$1.64K | 1.52% | 22 |
|
|
2018
Q2 | $1.97M | Buy |
12,470
+85
| +0.7% | +$13.4K | 1.56% | 20 |
|
|
2018
Q1 | $1.91M | Buy |
12,385
+350
| +3% | +$54K | 1.53% | 25 |
|
|
2017
Q4 | $1.86M | Sell |
12,035
-200
| -2% | -$31K | 1.49% | 26 |
|
|
2017
Q3 | $1.83M | Buy |
12,235
+507
| +4% | +$76K | 1.53% | 27 |
|
|
2017
Q2 | $1.67M | Buy |
+11,728
| New | +$1.67M | 1.5% | 26 |
|