Bedel Financial Consulting’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 | $544K | Buy |
1,944
+183
| +10% | +$51.2K | 0.07% | 146 |
|
2025
Q1 | $456K | Buy |
+1,761
| New | +$456K | 0.07% | 160 |
|
2022
Q2 | – | Sell |
-341
| Closed | -$81K | – | 890 |
|
2022
Q1 | $81K | Buy |
341
+291
| +582% | +$69.1K | 0.03% | 311 |
|
2021
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 651 |
|
2021
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 642 |
|
2021
Q2 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 645 |
|
2018
Q4 | – | Sell |
-489
| Closed | -$76K | – | 717 |
|
2018
Q3 | $76K | Sell |
489
-50
| -9% | -$7.77K | 0.05% | 224 |
|
2018
Q2 | $85K | Sell |
539
-291
| -35% | -$45.9K | 0.06% | 208 |
|
2018
Q1 | $128K | Buy |
+830
| New | +$128K | 0.1% | 173 |
|