Accretive Wealth Partners’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 | $479K | Sell |
1,712
-390
| -19% | -$109K | 0.16% | 107 |
|
|
2025
Q1 | $544K | Buy |
2,102
+889
| +73% | +$230K | 0.19% | 104 |
|
|
2024
Q4 | $320K | Buy |
1,213
+375
| +45% | +$99K | 0.14% | 115 |
|
|
2024
Q3 | $221K | Sell |
838
-612
| -42% | -$161K | 0.09% | 128 |
|
|
2024
Q2 | $351K | Buy |
1,450
+95
| +7% | +$23K | 0.15% | 113 |
|
|
2024
Q1 | $327K | Buy |
1,355
+62
| +5% | +$14.9K | 0.14% | 117 |
|
|
2023
Q4 | $301K | Hold |
1,293
| – | – | 0.14% | 116 |
|
|
2023
Q3 | $269K | Sell |
1,293
-22
| -2% | -$4.58K | 0.16% | 107 |
|
|
2023
Q2 | $290K | Hold |
1,315
| – | – | 0.17% | 104 |
|
|
2023
Q1 | $277K | Hold |
1,315
| – | – | 0.18% | 104 |
|
|
2022
Q4 | $268K | Hold |
1,315
| – | – | 0.18% | 103 |
|
|
2022
Q3 | $247K | Hold |
1,315
| – | – | 0.19% | 97 |
|
|
2022
Q2 | $259K | Buy |
1,315
+363
| +38% | +$71.5K | 0.19% | 99 |
|
|
2022
Q1 | $226K | Hold |
952
| – | – | 0.14% | 105 |
|
|
2021
Q4 | $243K | Hold |
952
| – | – | 0.15% | 101 |
|
|
2021
Q3 | $225K | Sell |
952
-160
| -14% | -$37.8K | 0.16% | 104 |
|
|
2021
Q2 | $264K | Buy |
+1,112
| New | +$264K | 0.19% | 98 |
|