Appleton Partners’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 | $1.74M | Sell |
6,201
-33
| -0.5% | -$9.23K | 0.12% | 114 |
|
|
2025
Q1 | $1.61M | Sell |
6,234
-2,305
| -27% | -$596K | 0.12% | 111 |
|
|
2024
Q4 | $2.26M | Sell |
8,539
-2,000
| -19% | -$528K | 0.17% | 102 |
|
|
2024
Q3 | $2.78M | Sell |
10,539
-382
| -3% | -$101K | 0.2% | 98 |
|
|
2024
Q2 | $2.64M | Sell |
10,921
-85
| -0.8% | -$20.6K | 0.2% | 97 |
|
|
2024
Q1 | $2.75M | Buy |
11,006
+149
| +1% | +$37.2K | 0.21% | 96 |
|
|
2023
Q4 | $2.53M | Buy |
10,857
+86
| +0.8% | +$20K | 0.2% | 98 |
|
|
2023
Q3 | $2.24M | Sell |
10,771
-77
| -0.7% | -$16K | 0.2% | 100 |
|
|
2023
Q2 | $2.39M | Sell |
10,848
-71
| -0.7% | -$15.6K | 0.2% | 99 |
|
|
2023
Q1 | $2.3M | Sell |
10,919
-25
| -0.2% | -$5.27K | 0.2% | 103 |
|
|
2022
Q4 | $2.23M | Sell |
10,944
-20
| -0.2% | -$4.08K | 0.21% | 102 |
|
|
2022
Q3 | $2.06M | Buy |
10,964
+71
| +0.7% | +$13.3K | 0.21% | 103 |
|
|
2022
Q2 | $2.15M | Sell |
10,893
-31
| -0.3% | -$6.11K | 0.2% | 102 |
|
|
2022
Q1 | $2.6M | Hold |
10,924
| – | – | 0.21% | 98 |
|
|
2021
Q4 | $2.78M | Sell |
10,924
-385
| -3% | -$98.1K | 0.21% | 101 |
|
|
2021
Q3 | $2.68M | Buy |
11,309
+23
| +0.2% | +$5.45K | 0.22% | 101 |
|
|
2021
Q2 | $2.68M | Sell |
11,286
-62
| -0.5% | -$14.7K | 0.23% | 99 |
|
|
2021
Q1 | $2.51M | Sell |
11,348
-73
| -0.6% | -$16.2K | 0.23% | 100 |
|
|
2020
Q4 | $2.36M | Sell |
11,421
-200
| -2% | -$41.4K | 0.23% | 90 |
|
|
2020
Q3 | $2.05M | Sell |
11,621
-58
| -0.5% | -$10.2K | 0.23% | 94 |
|
|
2020
Q2 | $1.91M | Sell |
11,679
-38
| -0.3% | -$6.23K | 0.23% | 97 |
|
|
2020
Q1 | $1.54M | Sell |
11,717
-123
| -1% | -$16.2K | 0.21% | 102 |
|
|
2019
Q4 | $2.11M | Sell |
11,840
-62
| -0.5% | -$11K | 0.23% | 104 |
|
|
2019
Q3 | $2M | Buy |
11,902
+193
| +2% | +$32.4K | 0.24% | 101 |
|
|
2019
Q2 | $1.96M | Sell |
11,709
-20
| -0.2% | -$3.34K | 0.24% | 103 |
|
|
2019
Q1 | $1.89M | Sell |
11,729
-11,790
| -50% | -$1.89M | 0.25% | 107 |
|
|
2018
Q4 | $3.56M | Buy |
23,519
+11,760
| +100% | +$1.78M | 0.53% | 57 |
|
|
2018
Q3 | $1.93M | Sell |
11,759
-185
| -2% | -$30.4K | 0.26% | 100 |
|
|
2018
Q2 | $1.88M | Hold |
11,944
| – | – | 0.27% | 93 |
|
|
2018
Q1 | $1.84M | Buy |
11,944
+955
| +9% | +$147K | 0.28% | 98 |
|
|
2017
Q4 | $1.7M | Buy |
10,989
+104
| +1% | +$16.1K | 0.26% | 94 |
|
|
2017
Q3 | $1.6M | Sell |
10,885
-700
| -6% | -$103K | 0.27% | 94 |
|
|
2017
Q2 | $1.65M | Buy |
11,585
+35
| +0.3% | +$4.99K | 0.28% | 90 |
|
|
2017
Q1 | $1.61M | Buy |
+11,550
| New | +$1.61M | 0.3% | 90 |
|