Bar Harbor 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 | $3.32M | Sell |
11,860
-19
| -0.2% | -$5.32K | 0.21% | 102 |
|
|
2025
Q1 | $3.07M | Sell |
11,879
-57
| -0.5% | -$14.7K | 0.2% | 105 |
|
|
2024
Q4 | $3.15M | Buy |
11,936
+8
| +0.1% | +$2.11K | 0.21% | 101 |
|
|
2024
Q3 | $3.15M | Sell |
11,928
-773
| -6% | -$204K | 0.2% | 106 |
|
|
2024
Q2 | $3.07M | Buy |
12,701
+129
| +1% | +$31.2K | 0.2% | 104 |
|
|
2024
Q1 | $3.14M | Sell |
12,572
-130
| -1% | -$32.5K | 0.21% | 108 |
|
|
2023
Q4 | $2.95M | Sell |
12,702
-176
| -1% | -$40.9K | 0.22% | 102 |
|
|
2023
Q3 | $2.68M | Buy |
12,878
+220
| +2% | +$45.8K | 0.21% | 100 |
|
|
2023
Q2 | $2.79M | Buy |
12,658
+554
| +5% | +$122K | 0.21% | 101 |
|
|
2023
Q1 | $2.55M | Buy |
12,104
+2,361
| +24% | +$498K | 0.2% | 103 |
|
|
2022
Q4 | $1.99M | Sell |
9,743
-87
| -0.9% | -$17.7K | 0.16% | 120 |
|
|
2022
Q3 | $1.85M | Buy |
9,830
+235
| +2% | +$44.2K | 0.16% | 116 |
|
|
2022
Q2 | $1.89M | Buy |
+9,595
| New | +$1.89M | 0.15% | 122 |
|