Annis Gardner Whiting Capital 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 | $515K | Buy |
1,835
+8
| +0.4% | +$2.25K | 0.18% | 109 |
|
|
2025
Q1 | $472K | Hold |
1,827
| – | – | 0.2% | 106 |
|
|
2024
Q4 | $483K | Sell |
1,827
-6
| -0.3% | -$1.59K | 0.14% | 136 |
|
|
2024
Q3 | $484K | Buy |
1,833
+886
| +94% | +$234K | 0.14% | 128 |
|
|
2024
Q2 | $230K | Hold |
947
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $237K | Buy |
947
+456
| +93% | +$114K | 0.08% | 169 |
|
|
2023
Q4 | $114K | Buy |
491
+320
| +187% | +$74.4K | 0.05% | 201 |
|
|
2023
Q3 | $35.6K | Buy |
+171
| New | +$35.6K | 0.02% | 319 |
|