Baron 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 | $677K | Hold |
2,419
| – | – | 0.24% | 59 |
|
|
2025
Q1 | $626K | Buy |
2,419
+3
| +0.1% | +$776 | 0.27% | 53 |
|
|
2024
Q4 | $638K | Buy |
2,416
+3
| +0.1% | +$792 | 0.3% | 48 |
|
|
2024
Q3 | $637K | Buy |
2,413
+6
| +0.2% | +$1.58K | 0.31% | 46 |
|
|
2024
Q2 | $583K | Hold |
2,407
| – | – | 0.3% | 47 |
|
|
2024
Q1 | $601K | Buy |
2,407
+317
| +15% | +$79.2K | 0.32% | 48 |
|
|
2023
Q4 | $486K | Buy |
2,090
+2
| +0.1% | +$465 | 0.27% | 54 |
|
|
2023
Q3 | $435K | Sell |
2,088
-332
| -14% | -$69.1K | 0.28% | 56 |
|
|
2023
Q2 | $533K | Buy |
2,420
+3
| +0.1% | +$660 | 0.34% | 43 |
|
|
2023
Q1 | $510K | Sell |
2,417
-74
| -3% | -$15.6K | 0.36% | 44 |
|
|
2022
Q4 | $508K | Buy |
+2,491
| New | +$508K | 0.39% | 39 |
|