Badgley Phelps Wealth Managers’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 | $3.9M | Buy |
13,898
+174
| +1% | +$48.9K | 0.09% | 128 |
|
|
2025
Q1 | $3.55M | Buy |
13,724
+1,023
| +8% | +$265K | 0.09% | 130 |
|
|
2024
Q4 | $3.35M | Sell |
12,701
-110
| -0.9% | -$29.1K | 0.08% | 131 |
|
|
2024
Q3 | $3.38M | Buy |
12,811
+648
| +5% | +$171K | 0.08% | 127 |
|
|
2024
Q2 | $2.96M | Sell |
12,163
-8
| -0.1% | -$1.94K | 0.07% | 127 |
|
|
2024
Q1 | $3.04M | Sell |
12,171
-590
| -5% | -$147K | 0.08% | 125 |
|
|
2023
Q4 | $2.97M | Buy |
12,761
+4,083
| +47% | +$950K | 0.08% | 121 |
|
|
2023
Q3 | $1.81M | Buy |
8,678
+25
| +0.3% | +$5.21K | 0.06% | 132 |
|
|
2023
Q2 | $1.91M | Sell |
8,653
-50
| -0.6% | -$11K | 0.06% | 128 |
|
|
2023
Q1 | $1.84M | Buy |
8,703
+209
| +2% | +$44.1K | 0.07% | 120 |
|
|
2022
Q4 | $1.73M | Buy |
8,494
+7,330
| +630% | +$1.49M | 0.07% | 121 |
|
|
2022
Q3 | $219K | Sell |
1,164
-211
| -15% | -$39.7K | 0.01% | 182 |
|
|
2022
Q2 | $271K | Buy |
1,375
+332
| +32% | +$65.4K | 0.01% | 175 |
|
|
2022
Q1 | $248K | Hold |
1,043
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $266K | Sell |
1,043
-70
| -6% | -$17.9K | 0.01% | 190 |
|
|
2021
Q3 | $263K | Buy |
+1,113
| New | +$263K | 0.01% | 189 |
|