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 |
|