Baker Tilly 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 | $2.19M | Buy |
7,839
+1,734
| +28% | +$485K | 0.78% | 25 |
|
|
2025
Q1 | $1.58M | Buy |
6,105
+692
| +13% | +$179K | 0.62% | 27 |
|
|
2024
Q4 | $1.43M | Buy |
5,413
+1,297
| +32% | +$343K | 0.56% | 36 |
|
|
2024
Q3 | $1.09M | Buy |
4,116
+90
| +2% | +$23.7K | 0.48% | 47 |
|
|
2024
Q2 | $975K | Sell |
4,026
-3
| -0.1% | -$726 | 0.4% | 51 |
|
|
2024
Q1 | $1.01M | Sell |
4,029
-506
| -11% | -$126K | 0.18% | 123 |
|
|
2023
Q4 | $1.05M | Buy |
4,535
+220
| +5% | +$51.2K | 0.17% | 130 |
|
|
2023
Q3 | $899K | Buy |
4,315
+8
| +0.2% | +$1.67K | 0.15% | 145 |
|
|
2023
Q2 | $948K | Buy |
4,307
+420
| +11% | +$92.5K | 0.1% | 207 |
|
|
2023
Q1 | $820K | Buy |
3,887
+2,309
| +146% | +$487K | 0.09% | 234 |
|
|
2022
Q4 | $322K | Buy |
1,578
+404
| +34% | +$82.3K | 0.04% | 421 |
|
|
2022
Q3 | $221K | Buy |
1,174
+45
| +4% | +$8.47K | 0.03% | 456 |
|
|
2022
Q2 | $222K | Sell |
1,129
-987
| -47% | -$194K | 0.03% | 458 |
|
|
2022
Q1 | $503K | Buy |
2,116
+635
| +43% | +$151K | 0.06% | 343 |
|
|
2021
Q4 | $377K | Buy |
1,481
+88
| +6% | +$22.4K | 0.04% | 401 |
|
|
2021
Q3 | $330K | Buy |
+1,393
| New | +$330K | 0.04% | 401 |
|
|
2021
Q1 | – | Sell |
-1,247
| Closed | -$258K | – | 478 |
|
|
2020
Q4 | $258K | Buy |
+1,247
| New | +$258K | 0.08% | 271 |
|