AllSquare Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.3K | Hold |
440
| – | – | 0.02% | 270 |
|
|
2025
Q2 | $30.8K | Hold |
440
| – | – | 0.02% | 269 |
|
|
2025
Q1 | $28.4K | Hold |
440
| – | – | 0.02% | 270 |
|
|
2024
Q4 | $29.1K | Hold |
440
| – | – | 0.02% | 269 |
|
|
2024
Q3 | $29K | Hold |
440
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $26.6K | Hold |
440
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $27.5K | Hold |
440
| – | – | 0.02% | 265 |
|
|
2023
Q4 | $25.6K | Hold |
440
| – | – | 0.02% | 269 |
|
|
2023
Q3 | $22.9K | Buy |
440
+40
| +10% | +$2.19K | 0.01% | 281 |
|
|
2023
Q2 | $20.5K | Hold |
400
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $21.1K | Hold |
400
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $20.4K | Hold |
400
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $19K | Hold |
400
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $20K | Hold |
400
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $24K | Hold |
400
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $25K | Hold |
400
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $24K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $24K | Hold |
400
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $22K | Hold |
400
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $21K | Hold |
400
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $18K | Hold |
400
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $16K | Hold |
400
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $13K | Hold |
400
| – | – | 0.01% | 283 |
|
|
2019
Q4 | $18K | Hold |
400
| – | – | 0.01% | 270 |
|
|
2019
Q3 | $17K | Sell |
400
-412
| -51% | -$17.2K | 0.01% | 272 |
|
|
2019
Q2 | $34K | Buy |
812
+412
| +103% | +$16.9K | 0.03% | 226 |
|
|
2019
Q1 | $16K | Hold |
400
| – | – | 0.01% | 280 |
|
|
2018
Q4 | $14K | Hold |
400
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $16K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2018
Q2 | $16K | Hold |
400
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $15K | Hold |
400
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $15K | Hold |
400
| – | – | 0.01% | 257 |
|
|
2017
Q3 | $15K | Hold |
400
| – | – | 0.01% | 250 |
|
|
2017
Q2 | $14K | Hold |
400
| – | – | 0.01% | 125 |
|
|
2017
Q1 | $14K | Hold |
400
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $13K | Hold |
400
| – | – | 0.01% | 218 |
|
|
2016
Q3 | $13K | Hold |
400
| – | – | 0.01% | 206 |
|
|
2016
Q2 | $12K | Hold |
400
| – | – | 0.01% | 202 |
|
|
2016
Q1 | $12K | Hold |
400
| – | – | 0.01% | 203 |
|
|
2015
Q4 | $12K | Hold |
400
| – | – | 0.01% | 206 |
|
|
2015
Q3 | $12K | Hold |
400
| – | – | 0.01% | 215 |
|
|
2015
Q2 | $13K | Hold |
400
| – | – | 0.01% | 210 |
|
|
2015
Q1 | $13K | Hold |
400
| – | – | 0.01% | 212 |
|
|
2014
Q4 | $12K | Buy |
+400
| New | +$12.1K | 0.01% | 216 |
|
Other funds holding VO
AllSquare Wealth Management's VO Position: Q3 2025 in Review
AllSquare Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2025 at 440 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #270.
AllSquare Wealth Management first reported a position in VO in Q4 2014 and has held it in 44 quarters since. The position peaked at $34K in Q2 2019. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.
- AllSquare Wealth Management held 440 shares of Vanguard Mid-Cap ETF worth $32.3K as of Q3 2025.
- AllSquare Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q3 2025.
- Vanguard Mid-Cap ETF made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #270 holding.
- AllSquare Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Vanguard Mid-Cap ETF position peaked at $34K in Q2 2019.
- 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.