Atticus 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 | $119K | Buy |
425
+195
| +85% | +$54.6K | 0.03% | 229 |
|
|
2025
Q1 | $59.6K | Sell |
230
-27
| -11% | -$6.99K | 0.02% | 215 |
|
|
2024
Q4 | $68K | Buy |
257
+1
| +0.4% | +$264 | 0.02% | 211 |
|
|
2024
Q3 | $67.6K | Buy |
256
+2
| +0.8% | +$528 | 0.02% | 217 |
|
|
2024
Q2 | $61.6K | Sell |
254
-4
| -2% | -$970 | 0.02% | 216 |
|
|
2024
Q1 | $64.6K | Buy |
258
+1
| +0.4% | +$250 | 0.02% | 217 |
|
|
2023
Q4 | $59.9K | Sell |
257
-18
| -7% | -$4.19K | 0.02% | 226 |
|
|
2023
Q3 | $57.3K | Buy |
275
+1
| +0.4% | +$208 | 0.02% | 226 |
|
|
2023
Q2 | $60.3K | Buy |
274
+126
| +85% | +$27.7K | 0.02% | 244 |
|
|
2023
Q1 | $31.2K | Buy |
148
+1
| +0.7% | +$211 | 0.01% | 289 |
|
|
2022
Q4 | $30K | Buy |
147
+1
| +0.7% | +$204 | 0.01% | 295 |
|
|
2022
Q3 | $29K | Hold |
146
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $29K | Hold |
146
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $35K | Buy |
146
+1
| +0.7% | +$240 | 0.01% | 283 |
|
|
2021
Q4 | $37K | Hold |
145
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $34K | Buy |
145
+73
| +101% | +$17.1K | 0.01% | 275 |
|
|
2021
Q2 | $17K | Buy |
+72
| New | +$17K | 0.01% | 302 |
|