Aspiriant LLC’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 | $954K | Sell |
3,410
-571
| -14% | -$160K | 0.03% | 150 |
|
|
2025
Q1 | $1.03M | Sell |
3,981
-149
| -4% | -$38.5K | 0.04% | 140 |
|
|
2024
Q4 | $1.09M | Sell |
4,130
-563
| -12% | -$149K | 0.04% | 134 |
|
|
2024
Q3 | $1.24M | Sell |
4,693
-184
| -4% | -$48.5K | 0.05% | 129 |
|
|
2024
Q2 | $1.18M | Sell |
4,877
-318
| -6% | -$77K | 0.05% | 131 |
|
|
2024
Q1 | $1.3M | Sell |
5,195
-315
| -6% | -$78.7K | 0.05% | 127 |
|
|
2023
Q4 | $1.28M | Hold |
5,510
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $1.15M | Sell |
5,510
-406
| -7% | -$84.5K | 0.06% | 123 |
|
|
2023
Q2 | $1.3M | Sell |
5,916
-39
| -0.7% | -$8.59K | 0.07% | 109 |
|
|
2023
Q1 | $1.26M | Sell |
5,955
-144
| -2% | -$30.4K | 0.07% | 113 |
|
|
2022
Q4 | $1.24M | Buy |
6,099
+885
| +17% | +$180K | 0.06% | 113 |
|
|
2022
Q3 | $980K | Sell |
5,214
-28
| -0.5% | -$5.26K | 0.05% | 122 |
|
|
2022
Q2 | $1.03M | Sell |
5,242
-524
| -9% | -$103K | 0.05% | 119 |
|
|
2022
Q1 | $1.37M | Buy |
5,766
+1,842
| +47% | +$437K | 0.08% | 109 |
|
|
2021
Q4 | $1M | Buy |
3,924
+607
| +18% | +$155K | 0.05% | 133 |
|
|
2021
Q3 | $784K | Buy |
3,317
+119
| +4% | +$28.1K | 0.05% | 134 |
|
|
2021
Q2 | $758K | Buy |
+3,198
| New | +$758K | 0.04% | 134 |
|
|
2016
Q3 | – | Sell |
-3,665
| Closed | -$453K | – | 201 |
|
|
2016
Q2 | $453K | Buy |
+3,665
| New | +$453K | 0.04% | 143 |
|