Beaird Harris 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 | $974K | Hold |
3,480
| – | – | 0.08% | 66 |
|
|
2025
Q1 | $900K | Buy |
3,480
+15
| +0.4% | +$3.88K | 0.08% | 63 |
|
|
2024
Q4 | $915K | Buy |
3,465
+13
| +0.4% | +$3.43K | 0.08% | 66 |
|
|
2024
Q3 | $911K | Buy |
3,452
+3,138
| +999% | +$828K | 0.08% | 66 |
|
|
2024
Q2 | $76K | Hold |
314
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $78.5K | Hold |
314
| – | – | 0.01% | 171 |
|
|
2023
Q4 | $73K | Hold |
314
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $65.4K | Sell |
314
-61
| -16% | -$12.7K | 0.01% | 152 |
|
|
2023
Q2 | $82.6K | Sell |
375
-25
| -6% | -$5.5K | 0.01% | 141 |
|
|
2023
Q1 | $84.4K | Sell |
400
-11
| -3% | -$2.32K | 0.02% | 139 |
|
|
2022
Q4 | $83.8K | Hold |
411
| – | – | 0.02% | 144 |
|
|
2022
Q3 | $77K | Buy |
411
+11
| +3% | +$2.06K | 0.02% | 131 |
|
|
2022
Q2 | $79K | Hold |
400
| – | – | 0.02% | 111 |
|
|
2022
Q1 | $95K | Hold |
400
| – | – | 0.03% | 138 |
|
|
2021
Q4 | $102K | Buy |
+400
| New | +$102K | 0.04% | 161 |
|