Alta 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 | $386K | Hold |
1,378
| – | – | 0.18% | 80 |
|
|
2025
Q1 | $356K | Buy |
1,378
+3
| +0.2% | +$776 | 0.16% | 99 |
|
|
2024
Q4 | $363K | Sell |
1,375
-23
| -2% | -$6.08K | 0.16% | 109 |
|
|
2024
Q3 | $369K | Buy |
1,398
+6
| +0.4% | +$1.58K | 0.17% | 99 |
|
|
2024
Q2 | $337K | Sell |
1,392
-117
| -8% | -$28.3K | 0.17% | 104 |
|
|
2024
Q1 | $377K | Sell |
1,509
-30
| -2% | -$7.49K | 0.19% | 95 |
|
|
2023
Q4 | $358K | Sell |
1,539
-3,573
| -70% | -$831K | 0.2% | 95 |
|
|
2023
Q3 | $1.06M | Sell |
5,112
-34
| -0.7% | -$7.08K | 0.65% | 47 |
|
|
2023
Q2 | $1.13M | Buy |
5,146
+10
| +0.2% | +$2.2K | 0.67% | 46 |
|
|
2023
Q1 | $1.08M | Buy |
5,136
+7
| +0.1% | +$1.48K | 0.68% | 42 |
|
|
2022
Q4 | $1.05M | Buy |
5,129
+130
| +3% | +$26.5K | 0.71% | 38 |
|
|
2022
Q3 | $940K | Buy |
4,999
+10
| +0.2% | +$1.88K | 0.67% | 39 |
|
|
2022
Q2 | $980K | Buy |
4,989
+214
| +4% | +$42K | 0.68% | 40 |
|
|
2022
Q1 | $1.14M | Sell |
4,775
-197
| -4% | -$46.9K | 0.67% | 42 |
|
|
2021
Q4 | $1.27M | Sell |
4,972
-6
| -0.1% | -$1.53K | 0.78% | 34 |
|
|
2021
Q3 | $1.18M | Buy |
4,978
+110
| +2% | +$26.1K | 0.86% | 31 |
|
|
2021
Q2 | $1.16M | Buy |
4,868
+47
| +1% | +$11.2K | 0.85% | 32 |
|
|
2021
Q1 | $1.07M | Buy |
4,821
+205
| +4% | +$45.4K | 0.89% | 30 |
|
|
2020
Q4 | $955K | Buy |
+4,616
| New | +$955K | 0.8% | 41 |
|