Adamsbrown Wealth Consultants’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 | $827K | Buy |
2,955
+210
| +8% | +$58.8K | 0.24% | 38 |
|
|
2025
Q1 | $710K | Buy |
2,745
+64
| +2% | +$16.6K | 0.22% | 39 |
|
|
2024
Q4 | $708K | Buy |
2,681
+1
| +0% | +$264 | 0.24% | 38 |
|
|
2024
Q3 | $707K | Buy |
2,680
+102
| +4% | +$26.9K | 0.25% | 36 |
|
|
2024
Q2 | $624K | Buy |
2,578
+33
| +1% | +$7.99K | 0.24% | 36 |
|
|
2024
Q1 | $636K | Hold |
2,545
| – | – | 0.26% | 35 |
|
|
2023
Q4 | $592K | Buy |
2,545
+1
| +0% | +$233 | 0.26% | 34 |
|
|
2023
Q3 | $530K | Hold |
2,544
| – | – | 0.26% | 35 |
|
|
2023
Q2 | $560K | Hold |
2,544
| – | – | 0.3% | 35 |
|
|
2023
Q1 | $537K | Sell |
2,544
-26
| -1% | -$5.48K | 0.31% | 35 |
|
|
2022
Q4 | $524K | Sell |
2,570
-44
| -2% | -$8.97K | 0.32% | 40 |
|
|
2022
Q3 | $491K | Buy |
2,614
+79
| +3% | +$14.8K | 0.37% | 41 |
|
|
2022
Q2 | $499K | Sell |
2,535
-24
| -0.9% | -$4.72K | 0.39% | 40 |
|
|
2022
Q1 | $609K | Buy |
2,559
+143
| +6% | +$34K | 0.48% | 39 |
|
|
2021
Q4 | $616K | Buy |
+2,416
| New | +$616K | 0.56% | 35 |
|