Aufman Associates’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 | $807K | Buy |
2,883
+13
| +0.5% | +$3.64K | 0.5% | 23 |
|
|
2025
Q1 | $742K | Buy |
2,870
+13
| +0.5% | +$3.36K | 0.51% | 21 |
|
|
2024
Q4 | $755K | Buy |
2,857
+11
| +0.4% | +$2.91K | 0.51% | 21 |
|
|
2024
Q3 | $751K | Buy |
2,846
+21
| +0.7% | +$5.54K | 0.48% | 21 |
|
|
2024
Q2 | $684K | Hold |
2,825
| – | – | 0.49% | 20 |
|
|
2024
Q1 | $706K | Buy |
2,825
+11
| +0.4% | +$2.75K | 0.5% | 19 |
|
|
2023
Q4 | $655K | Buy |
2,814
+15
| +0.5% | +$3.49K | 0.49% | 18 |
|
|
2023
Q3 | $583K | Buy |
2,799
+10
| +0.4% | +$2.08K | 0.49% | 19 |
|
|
2023
Q2 | $614K | Buy |
2,789
+10
| +0.4% | +$2.2K | 0.51% | 18 |
|
|
2023
Q1 | $586K | Buy |
2,779
+11
| +0.4% | +$2.32K | 0.5% | 18 |
|
|
2022
Q4 | $564K | Buy |
2,768
+15
| +0.5% | +$3.06K | 0.52% | 16 |
|
|
2022
Q3 | $518K | Buy |
2,753
+12
| +0.4% | +$2.26K | 0.55% | 17 |
|
|
2022
Q2 | $540K | Buy |
2,741
+8
| +0.3% | +$1.58K | 0.51% | 19 |
|
|
2022
Q1 | $650K | Buy |
2,733
+8
| +0.3% | +$1.9K | 0.51% | 17 |
|
|
2021
Q4 | $694K | Sell |
2,725
-67
| -2% | -$17.1K | 0.51% | 17 |
|
|
2021
Q3 | $661K | Buy |
2,792
+7
| +0.3% | +$1.66K | 0.54% | 18 |
|
|
2021
Q2 | $661K | Buy |
2,785
+8
| +0.3% | +$1.9K | 0.51% | 19 |
|
|
2021
Q1 | $615K | Buy |
2,777
+7
| +0.3% | +$1.55K | 0.51% | 18 |
|
|
2020
Q4 | $573K | Buy |
2,770
+23
| +0.8% | +$4.76K | 0.51% | 18 |
|
|
2020
Q3 | $484K | Buy |
2,747
+10
| +0.4% | +$1.76K | 0.52% | 20 |
|
|
2020
Q2 | $449K | Sell |
2,737
-689
| -20% | -$113K | 0.51% | 21 |
|
|
2020
Q1 | $451K | Buy |
3,426
+7
| +0.2% | +$921 | 0.62% | 19 |
|
|
2019
Q4 | $609K | Buy |
+3,419
| New | +$609K | 0.63% | 18 |
|