Aspen Investment 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 | $1.62M | Sell |
5,802
-5
| -0.1% | -$1.4K | 0.68% | 45 |
|
|
2025
Q1 | $1.5M | Buy |
5,807
+6
| +0.1% | +$1.55K | 0.69% | 47 |
|
|
2024
Q4 | $1.53M | Hold |
5,801
| – | – | 0.71% | 42 |
|
|
2024
Q3 | $1.53M | Sell |
5,801
-189
| -3% | -$49.8K | 0.71% | 45 |
|
|
2024
Q2 | $1.45M | Sell |
5,990
-14
| -0.2% | -$3.39K | 0.72% | 45 |
|
|
2024
Q1 | $1.5M | Sell |
6,004
-50
| -0.8% | -$12.5K | 0.76% | 43 |
|
|
2023
Q4 | $1.41M | Hold |
6,054
| – | – | 0.79% | 42 |
|
|
2023
Q3 | $1.26M | Sell |
6,054
-125
| -2% | -$26K | 0.76% | 39 |
|
|
2023
Q2 | $1.36M | Hold |
6,179
| – | – | 0.81% | 34 |
|
|
2023
Q1 | $1.3M | Sell |
6,179
-35
| -0.6% | -$7.38K | 0.83% | 35 |
|
|
2022
Q4 | $1.27M | Sell |
6,214
-55
| -0.9% | -$11.2K | 0.83% | 36 |
|
|
2022
Q3 | $1.18M | Hold |
6,269
| – | – | 0.79% | 40 |
|
|
2022
Q2 | $1.24M | Buy |
6,269
+20
| +0.3% | +$3.94K | 0.77% | 41 |
|
|
2022
Q1 | $1.49M | Sell |
6,249
-2,192
| -26% | -$521K | 0.78% | 42 |
|
|
2021
Q4 | $2.15M | Sell |
8,441
-10
| -0.1% | -$2.55K | 1.06% | 27 |
|
|
2021
Q3 | $2M | Hold |
8,451
| – | – | 1.06% | 27 |
|
|
2021
Q2 | $2.01M | Sell |
8,451
-2,806
| -25% | -$666K | 1.05% | 28 |
|
|
2021
Q1 | $2.49M | Buy |
11,257
+19
| +0.2% | +$4.21K | 1.39% | 19 |
|
|
2020
Q4 | $2.32M | Sell |
11,238
-83
| -0.7% | -$17.2K | 1.38% | 21 |
|
|
2020
Q3 | $2M | Buy |
11,321
+12
| +0.1% | +$2.12K | 1.33% | 21 |
|
|
2020
Q2 | $1.85M | Buy |
11,309
+5,134
| +83% | +$842K | 1.33% | 22 |
|
|
2020
Q1 | $813K | Sell |
6,175
-6,409
| -51% | -$844K | 0.7% | 43 |
|
|
2019
Q4 | $2.24M | Buy |
12,584
+70
| +0.6% | +$12.5K | 1.4% | 17 |
|
|
2019
Q3 | $2.1M | Sell |
12,514
-13
| -0.1% | -$2.18K | 1.4% | 16 |
|
|
2019
Q2 | $2.09M | Buy |
12,527
+195
| +2% | +$32.6K | 1.38% | 17 |
|
|
2019
Q1 | $1.98M | Sell |
12,332
-30
| -0.2% | -$4.82K | 1.38% | 16 |
|
|
2018
Q4 | $1.71M | Sell |
12,362
-1,176
| -9% | -$162K | 1.37% | 17 |
|
|
2018
Q3 | $2.22M | Sell |
13,538
-20
| -0.1% | -$3.28K | 1.47% | 12 |
|
|
2018
Q2 | $2.14M | Buy |
13,558
+880
| +7% | +$139K | 1.48% | 13 |
|
|
2018
Q1 | $1.96M | Sell |
12,678
-400
| -3% | -$61.7K | 1.4% | 14 |
|
|
2017
Q4 | $2.02M | Sell |
13,078
-1,246
| -9% | -$193K | 1.44% | 13 |
|
|
2017
Q3 | $2.11M | Sell |
14,324
-180
| -1% | -$26.5K | 1.56% | 14 |
|
|
2017
Q2 | $2.07M | Sell |
14,504
-110
| -0.8% | -$15.7K | 1.56% | 14 |
|
|
2017
Q1 | $2.04M | Sell |
14,614
-150
| -1% | -$20.9K | 1.51% | 15 |
|
|
2016
Q4 | $1.94M | Sell |
14,764
-300
| -2% | -$39.5K | 1.46% | 14 |
|
|
2016
Q3 | $1.95M | Sell |
15,064
-210
| -1% | -$27.2K | 1.55% | 10 |
|
|
2016
Q2 | $1.89M | Buy |
15,274
+13
| +0.1% | +$1.61K | 1.55% | 11 |
|
|
2016
Q1 | $1.85M | Sell |
15,261
-350
| -2% | -$42.4K | 1.69% | 11 |
|
|
2015
Q4 | $1.88M | Sell |
15,611
-20
| -0.1% | -$2.4K | 1.86% | 11 |
|
|
2015
Q3 | $1.82M | Sell |
15,631
-2,440
| -14% | -$285K | 1.78% | 10 |
|
|
2015
Q2 | $2.3M | Buy |
18,071
+5,250
| +41% | +$669K | 1.93% | 9 |
|
|
2015
Q1 | $1.7M | Sell |
12,821
-1,573
| -11% | -$209K | 1.36% | 14 |
|
|
2014
Q4 | $1.78M | Buy |
14,394
+730
| +5% | +$90.2K | 1.49% | 16 |
|
|
2014
Q3 | $1.6M | Buy |
13,664
+135
| +1% | +$15.8K | 1.34% | 15 |
|
|
2014
Q2 | $1.61M | Sell |
13,529
-490
| -3% | -$58.1K | 0.98% | 29 |
|
|
2014
Q1 | $1.59M | Sell |
14,019
-116
| -0.8% | -$13.2K | 1.02% | 28 |
|
|
2013
Q4 | $1.56M | Buy |
14,135
+390
| +3% | +$42.9K | 1.04% | 27 |
|
|
2013
Q3 | $1.41M | Buy |
13,745
+490
| +4% | +$50.2K | 1% | 30 |
|
|
2013
Q2 | $1.26M | Buy |
+13,255
| New | +$1.26M | 0.86% | 35 |
|