Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $38.1M | Buy |
193,233
+29,575
| +18% | +$5.83M | 2.74% | 7 |
|
|
2022
Q1 | $38.9M | Buy |
163,658
+10,834
| +7% | +$2.58M | 2.51% | 7 |
|
|
2021
Q4 | $38.9M | Buy |
152,824
+503
| +0.3% | +$128K | 2.51% | 11 |
|
|
2021
Q3 | $36.1M | Buy |
152,321
+115
| +0.1% | +$27.2K | 2.58% | 9 |
|
|
2021
Q2 | $36.1M | Buy |
152,206
+820
| +0.5% | +$195K | 2.65% | 9 |
|
|
2021
Q1 | $33.5M | Sell |
151,386
-2,043
| -1% | -$452K | 2.69% | 9 |
|
|
2020
Q4 | $31.7M | Sell |
153,429
-380
| -0.2% | -$78.6K | 2.8% | 10 |
|
|
2020
Q3 | $27.1M | Sell |
153,809
-1,324
| -0.9% | -$233K | 2.82% | 10 |
|
|
2020
Q2 | $25.4M | Buy |
155,133
+15,920
| +11% | +$2.61M | 2.86% | 10 |
|
|
2020
Q1 | $18.3M | Buy |
139,213
+62,252
| +81% | +$8.2M | 2.51% | 10 |
|
|
2019
Q4 | $13.7M | Sell |
76,961
-724
| -0.9% | -$129K | 1.64% | 14 |
|
|
2019
Q3 | $13M | Buy |
77,685
+3,317
| +4% | +$556K | 1.75% | 13 |
|
|
2019
Q2 | $12.4M | Buy |
74,368
+1,143
| +2% | +$191K | 1.8% | 14 |
|
|
2019
Q1 | $11.8M | Sell |
73,225
-813
| -1% | -$131K | 1.88% | 13 |
|
|
2018
Q4 | $10.2M | Buy |
74,038
+67,153
| +975% | +$9.28M | 1.96% | 13 |
|
|
2018
Q3 | $1.13M | Sell |
6,885
-3,138
| -31% | -$515K | 0.22% | 73 |
|
|
2018
Q2 | $1.58M | Sell |
10,023
-1,807
| -15% | -$285K | 0.42% | 43 |
|
|
2018
Q1 | $1.82M | Buy |
11,830
+161
| +1% | +$24.8K | 0.72% | 27 |
|
|
2017
Q4 | $1.81M | Buy |
+11,669
| New | +$1.81M | 0.83% | 26 |
|