Beacon Bridge Wealth Partners’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 | $3.57M | Sell |
12,762
-584
| -4% | -$163K | 1.42% | 21 |
|
|
2025
Q1 | $3.45M | Sell |
13,346
-507
| -4% | -$131K | 1.47% | 19 |
|
|
2024
Q4 | $3.66M | Sell |
13,853
-315
| -2% | -$83.2K | 1.55% | 19 |
|
|
2024
Q3 | $3.74M | Sell |
14,168
-1,611
| -10% | -$425K | 1.61% | 20 |
|
|
2024
Q2 | $3.82M | Sell |
15,779
-282
| -2% | -$68.3K | 1.75% | 17 |
|
|
2024
Q1 | $4.01M | Sell |
16,061
-1,851
| -10% | -$462K | 1.9% | 16 |
|
|
2023
Q4 | $4.17M | Sell |
17,912
-1,287
| -7% | -$299K | 2.08% | 14 |
|
|
2023
Q3 | $4M | Buy |
19,199
+208
| +1% | +$43.3K | 2.11% | 16 |
|
|
2023
Q2 | $4.18M | Buy |
18,991
+850
| +5% | +$187K | 2.14% | 11 |
|
|
2023
Q1 | $3.83M | Buy |
18,141
+494
| +3% | +$104K | 2.3% | 14 |
|
|
2022
Q4 | $3.6M | Buy |
+17,647
| New | +$3.6M | 2.61% | 11 |
|