Beaumont Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.56M | Buy |
35,636
+4,060
| +13% | +$302K | 0.18% | 86 |
|
|
2025
Q4 | $2.29M | Buy |
31,576
+4,028
| +15% | +$293K | 0.15% | 89 |
|
|
2025
Q3 | $2.02M | Buy |
27,548
+48
| +0.2% | +$3.45K | 0.14% | 95 |
|
|
2025
Q2 | $1.92M | Buy |
27,500
+10,112
| +58% | +$664K | 0.14% | 94 |
|
|
2025
Q1 | $1.12M | Sell |
17,388
-10,796
| -38% | -$725K | 0.09% | 134 |
|
|
2024
Q4 | $1.86M | Buy |
28,184
+68
| +0.2% | +$4.62K | 0.14% | 100 |
|
|
2024
Q3 | $1.85M | Buy |
28,116
+3,540
| +14% | +$222K | 0.15% | 93 |
|
|
2024
Q2 | $1.49M | Sell |
24,576
-20
| -0.1% | -$1.22K | 0.12% | 113 |
|
|
2024
Q1 | $1.54M | Buy |
24,596
+15,572
| +173% | +$920K | 0.13% | 103 |
|
|
2023
Q4 | $525K | Buy |
9,024
+1,632
| +22% | +$87.2K | 0.05% | 191 |
|
|
2023
Q3 | $385K | Buy |
7,392
+28
| +0.4% | +$1.54K | 0.04% | 212 |
|
|
2023
Q2 | $405K | Sell |
7,364
-104
| -1% | -$5.45K | 0.04% | 220 |
|
|
2023
Q1 | $394K | Buy |
7,468
+20
| +0.3% | +$1.06K | 0.04% | 206 |
|
|
2022
Q4 | $380K | Buy |
+7,448
| New | +$379K | 0.04% | 207 |
|
|
2022
Q2 | – | Sell |
-3,876
| Closed | -$230K | – | 369 |
|
|
2022
Q1 | $230K | Buy |
3,876
+96
| +3% | +$5.63K | 0.02% | 326 |
|
|
2021
Q4 | $241K | Buy |
3,780
+40
| +1% | +$2.51K | 0.02% | 317 |
|
|
2021
Q3 | $221K | Hold |
3,740
| – | – | 0.02% | 330 |
|
|
2021
Q2 | $222K | Buy |
+3,740
| New | +$217K | 0.02% | 344 |
|
|
2020
Q4 | – | Sell |
-8,712
| Closed | -$384K | – | 360 |
|
|
2020
Q3 | $384K | Buy |
8,712
+16
| +0.2% | +$697 | 0.04% | 225 |
|
|
2020
Q2 | $356K | Buy |
8,696
+360
| +4% | +$13.8K | 0.04% | 214 |
|
|
2020
Q1 | $274K | Buy |
8,336
+820
| +11% | +$34K | 0.03% | 198 |
|
|
2019
Q4 | $335K | Buy |
7,516
+80
| +1% | +$3.44K | 0.03% | 214 |
|
|
2019
Q3 | $312K | Sell |
7,436
-3,160
| -30% | -$132K | 0.03% | 212 |
|
|
2019
Q2 | $443K | Sell |
10,596
-516
| -5% | -$21.1K | 0.05% | 160 |
|
|
2019
Q1 | $447K | Sell |
11,112
-436
| -4% | -$16.8K | 0.05% | 158 |
|
|
2018
Q4 | $399K | Hold |
11,548
| – | – | 0.07% | 139 |
|
|
2018
Q3 | $474K | Hold |
11,548
| – | – | 0.05% | 151 |
|
|
2018
Q2 | $455K | Sell |
11,548
-1,040
| -8% | -$40.8K | 0.05% | 139 |
|
|
2018
Q1 | $485K | Buy |
12,588
+7,236
| +135% | +$285K | 0.05% | 143 |
|
|
2017
Q4 | $207K | Sell |
5,352
-140
| -3% | -$5.29K | 0.02% | 178 |
|
|
2017
Q3 | $202K | Sell |
5,492
-5,032
| -48% | -$181K | 0.03% | 178 |
|
|
2017
Q2 | $375K | Sell |
10,524
-684
| -6% | -$24.2K | 0.05% | 135 |
|
|
2017
Q1 | $390K | Hold |
11,208
| – | – | 0.05% | 134 |
|
|
2016
Q4 | $369K | Hold |
11,208
| – | – | 0.06% | 110 |
|
|
2016
Q3 | $363K | Hold |
11,208
| – | – | 0.06% | 114 |
|
|
2016
Q2 | $346K | Buy |
11,208
+504
| +5% | +$15.4K | 0.06% | 108 |
|
|
2016
Q1 | $355K | Buy |
10,704
+128
| +1% | +$3.62K | 0.06% | 102 |
|
|
2015
Q4 | $318K | Hold |
10,576
| – | – | 0.05% | 93 |
|
|
2015
Q3 | $337K | Hold |
10,576
| – | – | 0.05% | 105 |
|
|
2015
Q2 | $337K | Sell |
10,576
-128
| -1% | -$4.15K | 0.05% | 105 |
|
|
2015
Q1 | $355K | Sell |
10,704
-1,712
| -14% | -$53.8K | 0.01% | 121 |
|
|
2014
Q4 | $384K | Hold |
12,416
| – | – | 0.02% | 122 |
|
|
2014
Q3 | $364K | Hold |
12,416
| – | – | 0.02% | 132 |
|
|
2014
Q2 | $368K | Hold |
12,416
| – | – | 0.03% | 136 |
|
|
2014
Q1 | $353K | Sell |
12,416
-120
| -1% | -$3.33K | 0.03% | 109 |
|
|
2013
Q4 | $345K | Sell |
12,536
-400
| -3% | -$10.7K | 0.03% | 119 |
|
|
2013
Q3 | $331K | Sell |
12,936
-1,556
| -11% | -$39K | 0.03% | 119 |
|
|
2013
Q2 | $345K | Buy |
+14,492
| New | +$344K | 0.03% | 122 |
|
Other funds holding VO
