AllSquare Wealth Management’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
$30.8K Hold
110
0.02% 269
2025
Q1
$28.4K Hold
110
0.02% 270
2024
Q4
$29.1K Hold
110
0.02% 269
2024
Q3
$29K Hold
110
0.02% 266
2024
Q2
$26.6K Hold
110
0.02% 270
2024
Q1
$27.5K Hold
110
0.02% 265
2023
Q4
$25.6K Hold
110
0.02% 269
2023
Q3
$22.9K Buy
110
+10
+10% +$2.08K 0.01% 281
2023
Q2
$20.5K Hold
100
0.01% 297
2023
Q1
$21.1K Hold
100
0.01% 295
2022
Q4
$20.4K Hold
100
0.01% 284
2022
Q3
$19K Hold
100
0.01% 286
2022
Q2
$20K Hold
100
0.01% 290
2022
Q1
$24K Hold
100
0.01% 299
2021
Q4
$25K Hold
100
0.01% 303
2021
Q3
$24K Hold
100
0.01% 294
2021
Q2
$24K Hold
100
0.01% 305
2021
Q1
$22K Hold
100
0.01% 302
2020
Q4
$21K Hold
100
0.01% 278
2020
Q3
$18K Hold
100
0.01% 275
2020
Q2
$16K Hold
100
0.01% 281
2020
Q1
$13K Hold
100
0.01% 282
2019
Q4
$18K Hold
100
0.01% 270
2019
Q3
$17K Sell
100
-103
-51% -$17.5K 0.01% 272
2019
Q2
$34K Buy
203
+103
+103% +$17.3K 0.03% 226
2019
Q1
$16K Hold
100
0.01% 280
2018
Q4
$14K Hold
100
0.01% 280
2018
Q3
$16K Hold
100
0.01% 294
2018
Q2
$16K Hold
100
0.01% 297
2018
Q1
$15K Hold
100
0.01% 251
2017
Q4
$15K Hold
100
0.01% 257
2017
Q3
$15K Hold
100
0.01% 250
2017
Q2
$14K Hold
100
0.01% 124
2017
Q1
$14K Hold
100
0.01% 242
2016
Q4
$13K Hold
100
0.01% 218
2016
Q3
$13K Hold
100
0.01% 206
2016
Q2
$12K Hold
100
0.01% 202
2016
Q1
$12K Hold
100
0.01% 203
2015
Q4
$12K Hold
100
0.01% 206
2015
Q3
$12K Hold
100
0.01% 215
2015
Q2
$13K Hold
100
0.01% 210
2015
Q1
$13K Hold
100
0.01% 212
2014
Q4
$12K Buy
+100
New +$12K 0.01% 216