Beaumont Capital 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 | $5.41M | Buy |
19,338
+269
| +1% | +$75.3K | 3.7% | 12 |
|
2025
Q1 | $4.93M | Sell |
19,069
-1,658
| -8% | -$429K | 3.63% | 12 |
|
2024
Q4 | $5.47M | Hold |
20,727
| – | – | 4.22% | 11 |
|
2024
Q3 | $5.47M | Hold |
20,727
| – | – | 4.01% | 6 |
|
2024
Q2 | $5.02M | Sell |
20,727
-496
| -2% | -$120K | 3.92% | 4 |
|
2024
Q1 | $5.3M | Sell |
21,223
-2,384
| -10% | -$596K | 3.9% | 6 |
|
2023
Q4 | $5.49M | Sell |
23,607
-233
| -1% | -$54.2K | 4.17% | 3 |
|
2023
Q3 | $4.96M | Hold |
23,840
| – | – | 3.58% | 8 |
|
2023
Q2 | $5.25M | Buy |
23,840
+1,170
| +5% | +$258K | 3.65% | 8 |
|
2023
Q1 | $4.78M | Hold |
22,670
| – | – | 3.32% | 9 |
|
2022
Q4 | $4.62M | Buy |
22,670
+428
| +2% | +$87.2K | 3.26% | 11 |
|
2022
Q3 | $4.18M | Buy |
22,242
+3,710
| +20% | +$697K | 4.15% | 7 |
|
2022
Q2 | $3.65M | Buy |
18,532
+1,091
| +6% | +$215K | 3.01% | 10 |
|
2022
Q1 | $4.15M | Buy |
17,441
+188
| +1% | +$44.7K | 2.67% | 18 |
|
2021
Q4 | $4.4M | Buy |
+17,253
| New | +$4.4M | 2.54% | 18 |
|