Adero 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
Q1 | $1.33M | Sell |
5,140
-1,298
| -20% | -$336K | 0.09% | 74 |
|
|
2024
Q4 | $1.7M | Sell |
6,438
-695
| -10% | -$184K | 0.11% | 66 |
|
|
2024
Q3 | $1.88M | Sell |
7,133
-835
| -10% | -$220K | 0.12% | 62 |
|
|
2024
Q2 | $1.93M | Sell |
7,968
-360
| -4% | -$87.2K | 0.14% | 61 |
|
|
2024
Q1 | $2.08M | Hold |
8,328
| – | – | 0.16% | 62 |
|
|
2023
Q4 | $1.94M | Sell |
8,328
-241
| -3% | -$56.1K | 0.16% | 61 |
|
|
2023
Q3 | $1.78M | Sell |
8,569
-659
| -7% | -$137K | 0.17% | 56 |
|
|
2023
Q2 | $2.03M | Hold |
9,228
| – | – | 0.2% | 55 |
|
|
2023
Q1 | $1.95M | Sell |
9,228
-206
| -2% | -$43.5K | 0.21% | 54 |
|
|
2022
Q4 | $1.92M | Buy |
9,434
+135
| +1% | +$27.5K | 0.23% | 46 |
|
|
2022
Q3 | $1.82M | Buy |
+9,299
| New | +$1.82M | 0.23% | 48 |
|
|
2022
Q2 | – | Sell |
-1,283
| Closed | -$305K | – | 169 |
|
|
2022
Q1 | $305K | Sell |
1,283
-168
| -12% | -$39.9K | 0.04% | 125 |
|
|
2021
Q4 | $370K | Buy |
+1,451
| New | +$370K | 0.06% | 122 |
|