Aries 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 | $11.4M | Sell |
40,678
-833
| -2% | -$233K | 2.97% | 7 |
|
|
2025
Q1 | $10.7M | Buy |
41,511
+106
| +0.3% | +$27.4K | 2.92% | 5 |
|
|
2024
Q4 | $10.9M | Buy |
41,405
+423
| +1% | +$112K | 3.01% | 6 |
|
|
2024
Q3 | $10.8M | Sell |
40,982
-359
| -0.9% | -$94.7K | 2.97% | 5 |
|
|
2024
Q2 | $10M | Buy |
41,341
+2,279
| +6% | +$552K | 3.15% | 5 |
|
|
2024
Q1 | $9.76M | Buy |
39,062
+1,106
| +3% | +$276K | 3.15% | 5 |
|
|
2023
Q4 | $8.83M | Buy |
37,956
+3,287
| +9% | +$765K | 3.15% | 5 |
|
|
2023
Q3 | $7.25M | Buy |
34,669
+702
| +2% | +$147K | 2.84% | 4 |
|
|
2023
Q2 | $7.48M | Sell |
33,967
-83
| -0.2% | -$18.3K | 2.9% | 4 |
|
|
2023
Q1 | $7.18M | Buy |
34,050
+1,325
| +4% | +$279K | 2.95% | 4 |
|
|
2022
Q4 | $6.67M | Buy |
32,725
+1,645
| +5% | +$335K | 2.87% | 4 |
|
|
2022
Q3 | $6.34M | Buy |
31,080
+97
| +0.3% | +$19.8K | 2.81% | 4 |
|
|
2022
Q2 | $6.1M | Buy |
30,983
+28,659
| +1,233% | +$5.65M | 2.77% | 5 |
|
|
2022
Q1 | $553K | Sell |
2,324
-28,150
| -92% | -$6.7M | 0.24% | 52 |
|
|
2021
Q4 | $7.76M | Sell |
30,474
-342
| -1% | -$87.1K | 2.96% | 5 |
|
|
2021
Q3 | $7.3M | Buy |
30,816
+800
| +3% | +$189K | 3.09% | 5 |
|
|
2021
Q2 | $7.12M | Buy |
30,016
+880
| +3% | +$209K | 3.05% | 5 |
|
|
2021
Q1 | $6.66M | Buy |
29,136
+565
| +2% | +$129K | 2.99% | 5 |
|
|
2020
Q4 | $6.09M | Sell |
28,571
-220
| -0.8% | -$46.9K | 3.04% | 5 |
|
|
2020
Q3 | $5.08M | Buy |
28,791
+670
| +2% | +$118K | 2.88% | 5 |
|
|
2020
Q2 | $4.61M | Buy |
28,121
+620
| +2% | +$102K | 2.81% | 4 |
|
|
2020
Q1 | $3.48M | Buy |
27,501
+1,875
| +7% | +$238K | 2.66% | 6 |
|
|
2019
Q4 | $4.57M | Hold |
25,626
| – | – | 2.79% | 6 |
|
|
2019
Q3 | $4.27M | Buy |
25,626
+444
| +2% | +$74K | 2.84% | 6 |
|
|
2019
Q2 | $4.28M | Buy |
25,182
+601
| +2% | +$102K | 2.99% | 5 |
|
|
2019
Q1 | $3.95M | Buy |
24,581
+257
| +1% | +$41.3K | 2.95% | 6 |
|
|
2018
Q4 | $3.36M | Buy |
24,324
+2,399
| +11% | +$331K | 3.56% | 4 |
|
|
2018
Q3 | $3.6M | Buy |
21,925
+1,132
| +5% | +$186K | 3.23% | 3 |
|
|
2018
Q2 | $3.36M | Buy |
20,793
+465
| +2% | +$75.2K | 3.11% | 4 |
|
|
2018
Q1 | $3.14M | Buy |
20,328
+630
| +3% | +$97.3K | 3.04% | 4 |
|
|
2017
Q4 | $3.18M | Buy |
+19,698
| New | +$3.18M | 2.93% | 5 |
|