Bell Investment 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 | $98.5K | Sell |
352
-78
| -18% | -$21.8K | 0.02% | 162 |
|
|
2025
Q1 | $111K | Hold |
430
| – | – | 0.02% | 134 |
|
|
2024
Q4 | $113K | Hold |
430
| – | – | 0.02% | 138 |
|
|
2024
Q3 | $113K | Sell |
430
-20
| -4% | -$5.27K | 0.02% | 136 |
|
|
2024
Q2 | $109K | Sell |
450
-11
| -2% | -$2.66K | 0.02% | 135 |
|
|
2024
Q1 | $115K | Buy |
461
+1
| +0.2% | +$250 | 0.02% | 133 |
|
|
2023
Q4 | $107K | Buy |
460
+1
| +0.2% | +$233 | 0.02% | 127 |
|
|
2023
Q3 | $95.6K | Hold |
459
| – | – | 0.02% | 123 |
|
|
2023
Q2 | $101K | Buy |
459
+1
| +0.2% | +$220 | 0.02% | 109 |
|
|
2023
Q1 | $96.6K | Sell |
458
-121
| -21% | -$25.5K | 0.02% | 101 |
|
|
2022
Q4 | $118K | Buy |
579
+2
| +0.3% | +$407 | 0.03% | 100 |
|
|
2022
Q3 | $109K | Buy |
577
+1
| +0.2% | +$189 | 0.03% | 77 |
|
|
2022
Q2 | $113K | Buy |
+576
| New | +$113K | 0.03% | 83 |
|
|
2021
Q4 | $156K | Sell |
613
-104
| -15% | -$26.5K | 0.04% | 82 |
|
|
2021
Q3 | $170K | Buy |
+717
| New | +$170K | 0.05% | 76 |
|