Bartlett & Co 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 | $5.55M | Sell |
19,801
-125
| -0.6% | -$35K | 0.08% | 134 |
|
|
2025
Q1 | $5.15M | Sell |
19,926
-114
| -0.6% | -$29.5K | 0.08% | 133 |
|
|
2024
Q4 | $5.29M | Sell |
20,040
-705
| -3% | -$186K | 0.08% | 135 |
|
|
2024
Q3 | $5.47M | Sell |
20,745
-542
| -3% | -$143K | 0.08% | 131 |
|
|
2024
Q2 | $5.17M | Sell |
21,287
-285
| -1% | -$69.3K | 0.08% | 134 |
|
|
2024
Q1 | $5.39M | Sell |
21,572
-155
| -0.7% | -$38.7K | 0.08% | 137 |
|
|
2023
Q4 | $5.08M | Sell |
21,727
-223
| -1% | -$52.2K | 0.08% | 135 |
|
|
2023
Q3 | $4.57M | Sell |
21,950
-821
| -4% | -$171K | 0.08% | 139 |
|
|
2023
Q2 | $5.01M | Sell |
22,771
-607
| -3% | -$134K | 0.09% | 136 |
|
|
2023
Q1 | $4.93M | Sell |
23,378
-636
| -3% | -$134K | 0.1% | 128 |
|
|
2022
Q4 | $4.89M | Sell |
24,014
-1,062
| -4% | -$216K | 0.1% | 130 |
|
|
2022
Q3 | $4.71M | Sell |
25,076
-739
| -3% | -$139K | 0.1% | 128 |
|
|
2022
Q2 | $5.08M | Buy |
25,815
+2,519
| +11% | +$496K | 0.1% | 128 |
|
|
2022
Q1 | $5.54M | Sell |
23,296
-509
| -2% | -$121K | 0.1% | 128 |
|
|
2021
Q4 | $6.06M | Buy |
23,805
+687
| +3% | +$175K | 0.1% | 125 |
|
|
2021
Q3 | $5.47M | Sell |
23,118
-1,036
| -4% | -$245K | 0.1% | 121 |
|
|
2021
Q2 | $5.73M | Sell |
24,154
-81
| -0.3% | -$19.2K | 0.11% | 121 |
|
|
2021
Q1 | $5.36M | Sell |
24,235
-56
| -0.2% | -$12.4K | 0.11% | 123 |
|
|
2020
Q4 | $5.02M | Sell |
24,291
-108
| -0.4% | -$22.3K | 0.11% | 126 |
|
|
2020
Q3 | $4.3M | Sell |
24,399
-300
| -1% | -$52.9K | 0.1% | 125 |
|
|
2020
Q2 | $4.05M | Sell |
24,699
-424
| -2% | -$69.5K | 0.11% | 124 |
|
|
2020
Q1 | $3.31M | Sell |
25,123
-2,070
| -8% | -$273K | 0.1% | 130 |
|
|
2019
Q4 | $4.85M | Buy |
27,193
+515
| +2% | +$91.8K | 0.12% | 122 |
|
|
2019
Q3 | $4.47M | Buy |
26,678
+25,594
| +2,361% | +$4.29M | 0.12% | 122 |
|
|
2019
Q2 | $182K | Buy |
1,084
+542
| +100% | +$90.9K | 0.01% | 263 |
|
|
2019
Q1 | $87.4K | Hold |
542
| – | – | ﹤0.01% | 336 |
|
|
2018
Q4 | $74.9K | Hold |
542
| – | – | ﹤0.01% | 346 |
|
|
2018
Q3 | $89.4K | Hold |
542
| – | – | ﹤0.01% | 334 |
|
|
2018
Q2 | $85.4K | Sell |
542
-250
| -32% | -$39.4K | ﹤0.01% | 341 |
|
|
2018
Q1 | $122K | Buy |
+792
| New | +$122K | 0.01% | 300 |
|