Accredited Investors’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 | $8.27M | Buy |
29,557
+25,984
| +727% | +$7.27M | 0.49% | 33 |
|
|
2025
Q1 | $924K | Buy |
3,573
+712
| +25% | +$184K | 0.06% | 95 |
|
|
2024
Q4 | $756K | Sell |
2,861
-340
| -11% | -$89.8K | 0.04% | 104 |
|
|
2024
Q3 | $845K | Buy |
3,201
+251
| +9% | +$66.2K | 0.05% | 101 |
|
|
2024
Q2 | $714K | Sell |
2,950
-333
| -10% | -$80.6K | 0.04% | 101 |
|
|
2024
Q1 | $820K | Buy |
3,283
+15
| +0.5% | +$3.75K | 0.05% | 97 |
|
|
2023
Q4 | $760K | Buy |
3,268
+879
| +37% | +$204K | 0.05% | 99 |
|
|
2023
Q3 | $497K | Hold |
2,389
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $526K | Buy |
2,389
+57
| +2% | +$12.5K | 0.04% | 110 |
|
|
2023
Q1 | $492K | Buy |
2,332
+98
| +4% | +$20.7K | 0.04% | 112 |
|
|
2022
Q4 | $455K | Buy |
2,234
+334
| +18% | +$68.1K | 0.04% | 110 |
|
|
2022
Q3 | $357K | Buy |
1,900
+27
| +1% | +$5.07K | 0.04% | 116 |
|
|
2022
Q2 | $369K | Sell |
1,873
-148
| -7% | -$29.2K | 0.04% | 120 |
|
|
2022
Q1 | $481K | Hold |
2,021
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $515K | Hold |
2,021
| – | – | 0.05% | 109 |
|
|
2021
Q3 | $478K | Sell |
2,021
-45
| -2% | -$10.6K | 0.05% | 106 |
|
|
2021
Q2 | $490K | Buy |
2,066
+322
| +18% | +$76.4K | 0.05% | 105 |
|
|
2021
Q1 | $386K | Buy |
1,744
+138
| +9% | +$30.5K | 0.05% | 114 |
|
|
2020
Q4 | $332K | Hold |
1,606
| – | – | 0.06% | 116 |
|
|
2020
Q3 | $283K | Buy |
+1,606
| New | +$283K | 0.06% | 112 |
|
|
2017
Q3 | – | Sell |
-2,513
| Closed | -$358K | – | 126 |
|
|
2017
Q2 | $358K | Buy |
2,513
+17
| +0.7% | +$2.42K | 0.09% | 63 |
|
|
2017
Q1 | $348K | Buy |
+2,496
| New | +$348K | 0.09% | 73 |
|
|
2015
Q3 | – | Sell |
-1,704
| Closed | -$218K | – | 90 |
|
|
2015
Q2 | $218K | Hold |
1,704
| – | – | 0.06% | 72 |
|
|
2015
Q1 | $227K | Hold |
1,704
| – | – | 0.06% | 67 |
|
|
2014
Q4 | $211K | Buy |
+1,704
| New | +$211K | 0.06% | 70 |
|