Belpointe Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Belpointe Asset Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Buy	43,297 +647	+2%	+$181K	0.5%	37
2025 Q1	$11M	Buy	42,650 +37,028	+659%	+$9.58M	0.57%	27
2024 Q4	$1.45M	Sell	5,622 -53	-0.9%	-$13.7K	0.09%	229
2024 Q3	$1.5M	Sell	5,675 -1,133	-17%	-$299K	0.09%	224
2024 Q2	$1.65M	Buy	6,808 +2,725	+67%	+$660K	0.12%	176
2024 Q1	$1.02M	Buy	4,083 +116	+3%	+$29K	0.08%	258
2023 Q4	$923K	Sell	3,967 -977	-20%	-$227K	0.08%	229
2023 Q3	$1.03M	Sell	4,944 -1,503	-23%	-$313K	0.11%	190
2023 Q2	$1.42M	Sell	6,447 -6,126	-49%	-$1.35M	0.15%	138
2023 Q1	$2.65M	Buy	12,573 +907	+8%	+$191K	0.14%	143
2022 Q4	$2.38M	Sell	11,666 -4,293	-27%	-$875K	0.14%	145
2022 Q3	$3M	Buy	15,959 +1,047	+7%	+$197K	0.2%	93
2022 Q2	$2.94M	Buy	14,912 +7,287	+96%	+$1.44M	0.2%	101
2022 Q1	$1.81M	Sell	7,625 -365	-5%	-$86.8K	0.11%	198
2021 Q4	$2.04M	Sell	7,990 -548	-6%	-$140K	0.13%	159
2021 Q3	$2.02M	Buy	8,538 +851	+11%	+$201K	0.14%	153
2021 Q2	$1.83M	Buy	7,687 +210	+3%	+$49.9K	0.13%	167
2021 Q1	$1.65M	Buy	7,477 +954	+15%	+$211K	0.14%	157
2020 Q4	$1.35M	Buy	6,523 +155	+2%	+$32.1K	0.12%	188
2020 Q3	$1.12M	Sell	6,368 -39	-0.6%	-$6.87K	0.12%	181
2020 Q2	$1.05M	Sell	6,407 -285	-4%	-$46.7K	0.14%	161
2020 Q1	$881K	Sell	6,692 -310	-4%	-$40.8K	0.15%	153
2019 Q4	$1.25M	Buy	7,002 +2,360	+51%	+$421K	0.16%	145
2019 Q3	$778K	Sell	4,642 -2,155	-32%	-$361K	0.13%	178
2019 Q2	$1.14M	Buy	+6,797	New	+$1.14M	0.22%	101
2019 Q1	–	Sell	-5,276	Closed	-$729K	–	580
2018 Q4	$729K	Buy	5,276 +2,420	+85%	+$334K	0.18%	119
2018 Q3	$469K	Buy	2,856 +1,082	+61%	+$178K	0.07%	275
2018 Q2	$280K	Buy	1,774 +5	+0.3%	+$789	0.08%	275
2018 Q1	$273K	Sell	1,769 -700	-28%	-$108K	0.08%	265
2017 Q4	$382K	Sell	2,469 -13	-0.5%	-$2.01K	0.08%	288
2017 Q3	$365K	Buy	+2,482	New	+$365K	0.09%	280