Beaumont Asset 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 | $203K | Buy |
+724
| New | +$203K | 0.11% | 65 |
|
|
2023
Q3 | – | Sell |
-3,306
| Closed | -$728K | – | 69 |
|
|
2023
Q2 | $728K | Buy |
3,306
+239
| +8% | +$52.6K | 0.55% | 38 |
|
|
2023
Q1 | $647K | Buy |
3,067
+672
| +28% | +$142K | 0.47% | 40 |
|
|
2022
Q4 | $488K | Buy |
2,395
+140
| +6% | +$28.5K | 0.36% | 52 |
|
|
2022
Q3 | $423K | Hold |
2,255
| – | – | 0.34% | 53 |
|
|
2022
Q2 | $444K | Sell |
2,255
-12
| -0.5% | -$2.36K | 0.34% | 51 |
|
|
2022
Q1 | $539K | Hold |
2,267
| – | – | 0.36% | 49 |
|
|
2021
Q4 | $577K | Hold |
2,267
| – | – | 0.38% | 43 |
|
|
2021
Q3 | $536K | Hold |
2,267
| – | – | 0.4% | 43 |
|
|
2021
Q2 | $538K | Hold |
2,267
| – | – | 0.41% | 42 |
|
|
2021
Q1 | $501K | Hold |
2,267
| – | – | 0.42% | 42 |
|
|
2020
Q4 | $468K | Buy |
2,267
+12
| +0.5% | +$2.48K | 0.42% | 36 |
|
|
2020
Q3 | $397K | Hold |
2,255
| – | – | 0.4% | 40 |
|
|
2020
Q2 | $369K | Buy |
+2,255
| New | +$369K | 0.39% | 38 |
|