Axiom Financial Strategies’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 | $28.7M | Sell |
102,454
-2,369
| -2% | -$663K | 15.99% | 2 |
|
|
2025
Q1 | $27.1M | Buy |
104,823
+11,703
| +13% | +$3.03M | 16.07% | 2 |
|
|
2024
Q4 | $24.6M | Sell |
93,120
-5,094
| -5% | -$1.35M | 13.72% | 2 |
|
|
2024
Q3 | $25.9M | Sell |
98,214
-67
| -0.1% | -$17.7K | 13.68% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
98,281
+548
| +0.6% | +$133K | 15.46% | 1 |
|
|
2024
Q1 | $24.4M | Sell |
97,733
-1,564
| -2% | -$391K | 15.55% | 1 |
|
|
2023
Q4 | $23.1M | Sell |
99,297
-254
| -0.3% | -$59.1K | 14.99% | 1 |
|
|
2023
Q3 | $20.7M | Sell |
99,551
-10,262
| -9% | -$2.14M | 13.91% | 1 |
|
|
2023
Q2 | $24.2M | Sell |
109,813
-17,211
| -14% | -$3.79M | 13.87% | 1 |
|
|
2023
Q1 | $26.8M | Buy |
127,024
+1,901
| +2% | +$401K | 14.9% | 1 |
|
|
2022
Q4 | $25.5M | Buy |
125,123
+1,239
| +1% | +$253K | 16.02% | 1 |
|
|
2022
Q3 | $23.3M | Buy |
123,884
+4,895
| +4% | +$920K | 12.38% | 1 |
|
|
2022
Q2 | $23.4M | Buy |
118,989
+5,025
| +4% | +$990K | 12.33% | 1 |
|
|
2022
Q1 | $24.9M | Buy |
113,964
+2,917
| +3% | +$637K | 12.54% | 1 |
|
|
2021
Q4 | $28.3M | Buy |
111,047
+28,684
| +35% | +$7.31M | 12.86% | 1 |
|
|
2021
Q3 | $19.5M | Sell |
82,363
-15,885
| -16% | -$3.76M | 9.19% | 2 |
|
|
2021
Q2 | $23.3M | Sell |
98,248
-646
| -0.7% | -$153K | 10.75% | 3 |
|
|
2021
Q1 | $21.9M | Sell |
98,894
-29,346
| -23% | -$6.5M | 10.75% | 2 |
|
|
2020
Q4 | $22.6M | Hold |
128,240
| – | – | 13.58% | 1 |
|
|
2020
Q3 | $22.6M | Sell |
128,240
-2,178
| -2% | -$384K | 13.58% | 1 |
|
|
2020
Q2 | $21.4M | Buy |
130,418
+12,348
| +10% | +$2.02M | 13.93% | 1 |
|
|
2020
Q1 | $15.5M | Buy |
+118,070
| New | +$15.5M | 12.56% | 1 |
|