Acorn Wealth Advisors’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 | $537K | Buy |
1,918
+41
| +2% | +$11.5K | 0.2% | 111 |
|
|
2025
Q1 | $485K | Buy |
1,877
+99
| +6% | +$25.6K | 0.2% | 110 |
|
|
2024
Q4 | $470K | Buy |
1,778
+268
| +18% | +$70.8K | 0.19% | 111 |
|
|
2024
Q3 | $398K | Sell |
1,510
-23
| -2% | -$6.07K | 0.17% | 120 |
|
|
2024
Q2 | $371K | Buy |
1,533
+336
| +28% | +$81.3K | 0.18% | 113 |
|
|
2024
Q1 | $299K | Buy |
1,197
+4
| +0.3% | +$999 | 0.16% | 138 |
|
|
2023
Q4 | $278K | Sell |
1,193
-10
| -0.8% | -$2.33K | 0.16% | 139 |
|
|
2023
Q3 | $251K | Sell |
1,203
-265
| -18% | -$55.2K | 0.17% | 142 |
|
|
2023
Q2 | $323K | Buy |
1,468
+3
| +0.2% | +$661 | 0.22% | 109 |
|
|
2023
Q1 | $309K | Sell |
1,465
-77
| -5% | -$16.2K | 0.23% | 105 |
|
|
2022
Q4 | $314K | Sell |
1,542
-494
| -24% | -$101K | 0.24% | 100 |
|
|
2022
Q3 | $383K | Sell |
2,036
-37
| -2% | -$6.96K | 0.31% | 78 |
|
|
2022
Q2 | $408K | Sell |
2,073
-314
| -13% | -$61.8K | 0.32% | 82 |
|
|
2022
Q1 | $568K | Sell |
2,387
-74
| -3% | -$17.6K | 0.39% | 60 |
|
|
2021
Q4 | $627K | Buy |
2,461
+103
| +4% | +$26.2K | 0.4% | 59 |
|
|
2021
Q3 | $558K | Buy |
2,358
+5
| +0.2% | +$1.18K | 0.39% | 60 |
|
|
2021
Q2 | $558K | Buy |
2,353
+137
| +6% | +$32.5K | 0.39% | 59 |
|
|
2021
Q1 | $490K | Buy |
2,216
+72
| +3% | +$15.9K | 0.35% | 71 |
|
|
2020
Q4 | $443K | Buy |
2,144
+540
| +34% | +$112K | 0.35% | 64 |
|
|
2020
Q3 | $283K | Buy |
1,604
+64
| +4% | +$11.3K | 0.25% | 91 |
|
|
2020
Q2 | $252K | Hold |
1,540
| – | – | 0.23% | 91 |
|
|
2020
Q1 | $204K | Buy |
+1,540
| New | +$204K | 0.23% | 97 |
|
|
2019
Q2 | – | Sell |
-1,322
| Closed | -$219K | – | 132 |
|
|
2019
Q1 | $219K | Buy |
+1,322
| New | +$219K | 0.2% | 115 |
|
|
2018
Q3 | – | Sell |
-1,312
| Closed | -$207K | – | 436 |
|
|
2018
Q2 | $207K | Buy |
1,312
+67
| +5% | +$10.6K | 0.18% | 111 |
|
|
2018
Q1 | $193K | Buy |
1,245
+23
| +2% | +$3.57K | 0.17% | 113 |
|
|
2017
Q4 | $193K | Buy |
+1,222
| New | +$193K | 0.18% | 101 |
|