Aletheian 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 | $390K | Hold |
1,395
| – | – | 0.19% | 66 |
|
|
2025
Q1 | $361K | Hold |
1,395
| – | – | 0.2% | 66 |
|
|
2024
Q4 | $368K | Sell |
1,395
-314
| -18% | -$82.9K | 0.22% | 63 |
|
|
2024
Q3 | $451K | Sell |
1,709
-820
| -32% | -$216K | 0.26% | 55 |
|
|
2024
Q2 | $612K | Sell |
2,529
-77
| -3% | -$18.6K | 0.32% | 61 |
|
|
2024
Q1 | $651K | Sell |
2,606
-40
| -2% | -$9.99K | 0.35% | 59 |
|
|
2023
Q4 | $616K | Hold |
2,646
| – | – | 0.41% | 57 |
|
|
2023
Q3 | $551K | Buy |
2,646
+312
| +13% | +$65K | 0.42% | 57 |
|
|
2023
Q2 | $514K | Sell |
2,334
-252
| -10% | -$55.5K | 0.35% | 64 |
|
|
2023
Q1 | $545K | Hold |
2,586
| – | – | 0.48% | 38 |
|
|
2022
Q4 | $527K | Hold |
2,586
| – | – | 0.45% | 49 |
|
|
2022
Q3 | $486K | Hold |
2,586
| – | – | 0.55% | 36 |
|
|
2022
Q2 | $509K | Hold |
2,586
| – | – | 0.52% | 36 |
|
|
2022
Q1 | $615K | Hold |
2,586
| – | – | 0.58% | 33 |
|
|
2021
Q4 | $659K | Buy |
+2,586
| New | +$659K | 0.65% | 33 |
|