Beirne Wealth Consulting Services’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 | $10M | Buy |
35,743
+7,500
| +27% | +$2.11M | 3.26% | 8 |
|
|
2025
Q1 | $7.3M | Buy |
28,243
+127
| +0.5% | +$32.8K | 2.6% | 8 |
|
|
2024
Q4 | $7.43M | Buy |
28,116
+114
| +0.4% | +$30.1K | 2.68% | 8 |
|
|
2024
Q3 | $7.39M | Buy |
28,002
+5,941
| +27% | +$1.57M | 2.59% | 9 |
|
|
2024
Q2 | $5.36M | Hold |
22,061
| – | – | 2.16% | 10 |
|
|
2024
Q1 | $5.51M | Buy |
22,061
+18,843
| +586% | +$4.71M | 2.34% | 9 |
|
|
2023
Q4 | $749K | Buy |
+3,218
| New | +$749K | 0.37% | 56 |
|
|
2023
Q2 | – | Sell |
-3,209
| Closed | -$677K | – | 104 |
|
|
2023
Q1 | $677K | Buy |
+3,209
| New | +$677K | 0.48% | 43 |
|
|
2022
Q4 | – | Sell |
-14,464
| Closed | -$2.72M | – | 118 |
|
|
2022
Q3 | $2.72M | Buy |
14,464
+11,297
| +357% | +$2.12M | 1.03% | 17 |
|
|
2022
Q2 | $624K | Buy |
3,167
+926
| +41% | +$182K | 0.41% | 44 |
|
|
2022
Q1 | $533K | Buy |
+2,241
| New | +$533K | 0.3% | 56 |
|
|
2020
Q1 | – | Sell |
-2,073
| Closed | -$369K | – | 95 |
|
|
2019
Q4 | $369K | Sell |
2,073
-269
| -11% | -$47.9K | 0.33% | 57 |
|
|
2019
Q3 | $393K | Sell |
2,342
-28
| -1% | -$4.7K | 0.33% | 76 |
|
|
2019
Q2 | $397K | Buy |
2,370
+453
| +24% | +$75.9K | 0.36% | 79 |
|
|
2019
Q1 | $309K | Sell |
1,917
-293
| -13% | -$47.2K | 0.24% | 131 |
|
|
2018
Q4 | $305K | Buy |
+2,210
| New | +$305K | 0.26% | 123 |
|