Accel 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 | $533K | Sell |
1,906
-112
| -6% | -$31.3K | 0.18% | 129 |
|
|
2025
Q1 | $522K | Sell |
2,018
-48
| -2% | -$12.4K | 0.19% | 122 |
|
|
2024
Q4 | $546K | Buy |
2,066
+3
| +0.1% | +$792 | 0.21% | 120 |
|
|
2024
Q3 | $544K | Buy |
2,063
+5
| +0.2% | +$1.32K | 0.2% | 120 |
|
|
2024
Q2 | $498K | Sell |
2,058
-228
| -10% | -$55.2K | 0.2% | 114 |
|
|
2024
Q1 | $571K | Buy |
2,286
+4
| +0.2% | +$999 | 0.24% | 99 |
|
|
2023
Q4 | $531K | Buy |
2,282
+18
| +0.8% | +$4.19K | 0.27% | 96 |
|
|
2023
Q3 | $471K | Sell |
2,264
-22
| -1% | -$4.58K | 0.26% | 96 |
|
|
2023
Q2 | $503K | Hold |
2,286
| – | – | 0.28% | 91 |
|
|
2023
Q1 | $482K | Sell |
2,286
-16
| -0.7% | -$3.37K | 0.2% | 121 |
|
|
2022
Q4 | $469K | Sell |
2,302
-51
| -2% | -$10.4K | 0.22% | 89 |
|
|
2022
Q3 | $472K | Sell |
2,353
-7
| -0.3% | -$1.4K | 0.25% | 87 |
|
|
2022
Q2 | $471K | Sell |
2,360
-13
| -0.5% | -$2.59K | 0.27% | 76 |
|
|
2022
Q1 | $568K | Sell |
2,373
-357
| -13% | -$85.5K | 0.29% | 75 |
|
|
2021
Q4 | $696K | Buy |
2,730
+169
| +7% | +$43.1K | 0.34% | 66 |
|
|
2021
Q3 | $606K | Buy |
2,561
+19
| +0.7% | +$4.5K | 0.39% | 58 |
|
|
2021
Q2 | $603K | Buy |
2,542
+1
| +0% | +$237 | 0.4% | 60 |
|
|
2021
Q1 | $562K | Buy |
2,541
+241
| +10% | +$53.3K | 0.46% | 53 |
|
|
2020
Q4 | $476K | Buy |
+2,300
| New | +$476K | 0.44% | 48 |
|