Beaumont Financial Advisors’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 | $1.92M | Buy |
6,875
+2,528
| +58% | +$707K | 0.14% | 94 |
|
|
2025
Q1 | $1.12M | Sell |
4,347
-2,699
| -38% | -$698K | 0.09% | 134 |
|
|
2024
Q4 | $1.86M | Buy |
7,046
+17
| +0.2% | +$4.49K | 0.14% | 100 |
|
|
2024
Q3 | $1.85M | Buy |
7,029
+885
| +14% | +$233K | 0.15% | 93 |
|
|
2024
Q2 | $1.49M | Sell |
6,144
-5
| -0.1% | -$1.21K | 0.12% | 113 |
|
|
2024
Q1 | $1.54M | Buy |
6,149
+3,893
| +173% | +$973K | 0.13% | 103 |
|
|
2023
Q4 | $525K | Buy |
2,256
+408
| +22% | +$94.9K | 0.05% | 191 |
|
|
2023
Q3 | $385K | Buy |
1,848
+7
| +0.4% | +$1.46K | 0.04% | 212 |
|
|
2023
Q2 | $405K | Sell |
1,841
-26
| -1% | -$5.73K | 0.04% | 220 |
|
|
2023
Q1 | $394K | Buy |
1,867
+5
| +0.3% | +$1.06K | 0.04% | 206 |
|
|
2022
Q4 | $380K | Buy |
+1,862
| New | +$380K | 0.04% | 207 |
|
|
2022
Q2 | – | Sell |
-969
| Closed | -$230K | – | 369 |
|
|
2022
Q1 | $230K | Buy |
969
+24
| +3% | +$5.7K | 0.02% | 326 |
|
|
2021
Q4 | $241K | Buy |
945
+10
| +1% | +$2.55K | 0.02% | 317 |
|
|
2021
Q3 | $221K | Hold |
935
| – | – | 0.02% | 330 |
|
|
2021
Q2 | $222K | Buy |
+935
| New | +$222K | 0.02% | 344 |
|
|
2020
Q4 | – | Sell |
-2,178
| Closed | -$384K | – | 360 |
|
|
2020
Q3 | $384K | Buy |
2,178
+4
| +0.2% | +$705 | 0.04% | 225 |
|
|
2020
Q2 | $356K | Buy |
2,174
+90
| +4% | +$14.7K | 0.04% | 214 |
|
|
2020
Q1 | $274K | Buy |
2,084
+205
| +11% | +$27K | 0.03% | 198 |
|
|
2019
Q4 | $335K | Buy |
1,879
+20
| +1% | +$3.57K | 0.03% | 214 |
|
|
2019
Q3 | $312K | Sell |
1,859
-790
| -30% | -$133K | 0.03% | 212 |
|
|
2019
Q2 | $443K | Sell |
2,649
-129
| -5% | -$21.6K | 0.05% | 160 |
|
|
2019
Q1 | $447K | Sell |
2,778
-109
| -4% | -$17.5K | 0.05% | 158 |
|
|
2018
Q4 | $399K | Hold |
2,887
| – | – | 0.07% | 139 |
|
|
2018
Q3 | $474K | Hold |
2,887
| – | – | 0.05% | 151 |
|
|
2018
Q2 | $455K | Sell |
2,887
-260
| -8% | -$41K | 0.05% | 139 |
|
|
2018
Q1 | $485K | Buy |
3,147
+1,809
| +135% | +$279K | 0.05% | 143 |
|
|
2017
Q4 | $207K | Sell |
1,338
-35
| -3% | -$5.42K | 0.02% | 178 |
|
|
2017
Q3 | $202K | Sell |
1,373
-1,258
| -48% | -$185K | 0.03% | 178 |
|
|
2017
Q2 | $375K | Sell |
2,631
-171
| -6% | -$24.4K | 0.05% | 135 |
|
|
2017
Q1 | $390K | Hold |
2,802
| – | – | 0.05% | 134 |
|
|
2016
Q4 | $369K | Hold |
2,802
| – | – | 0.06% | 110 |
|
|
2016
Q3 | $363K | Hold |
2,802
| – | – | 0.06% | 114 |
|
|
2016
Q2 | $346K | Buy |
2,802
+126
| +5% | +$15.6K | 0.06% | 108 |
|
|
2016
Q1 | $355K | Buy |
2,676
+32
| +1% | +$4.25K | 0.06% | 102 |
|
|
2015
Q4 | $318K | Hold |
2,644
| – | – | 0.05% | 93 |
|
|
2015
Q3 | $337K | Hold |
2,644
| – | – | 0.05% | 105 |
|
|
2015
Q2 | $337K | Sell |
2,644
-32
| -1% | -$4.08K | 0.05% | 105 |
|
|
2015
Q1 | $355K | Sell |
2,676
-428
| -14% | -$56.8K | 0.01% | 121 |
|
|
2014
Q4 | $384K | Hold |
3,104
| – | – | 0.02% | 122 |
|
|
2014
Q3 | $364K | Hold |
3,104
| – | – | 0.02% | 132 |
|
|
2014
Q2 | $368K | Hold |
3,104
| – | – | 0.03% | 136 |
|
|
2014
Q1 | $353K | Sell |
3,104
-30
| -1% | -$3.41K | 0.03% | 109 |
|
|
2013
Q4 | $345K | Sell |
3,134
-100
| -3% | -$11K | 0.03% | 119 |
|
|
2013
Q3 | $331K | Sell |
3,234
-389
| -11% | -$39.8K | 0.03% | 119 |
|
|
2013
Q2 | $345K | Buy |
+3,623
| New | +$345K | 0.03% | 122 |
|