Belpointe Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3M | Buy |
199,604
+9,568
| +5% | +$711K | 0.52% | 36 |
|
|
2025
Q4 | $13.8M | Buy |
190,036
+10,660
| +6% | +$775K | 0.5% | 39 |
|
|
2025
Q3 | $13.2M | Buy |
179,376
+6,188
| +4% | +$444K | 0.5% | 40 |
|
|
2025
Q2 | $12.1M | Buy |
173,188
+2,588
| +2% | +$170K | 0.5% | 37 |
|
|
2025
Q1 | $11M | Buy |
170,600
+148,112
| +659% | +$9.94M | 0.57% | 27 |
|
|
2024
Q4 | $1.45M | Sell |
22,488
-212
| -0.9% | -$14.4K | 0.09% | 229 |
|
|
2024
Q3 | $1.5M | Sell |
22,700
-4,532
| -17% | -$285K | 0.09% | 224 |
|
|
2024
Q2 | $1.65M | Buy |
27,232
+10,900
| +67% | +$662K | 0.12% | 176 |
|
|
2024
Q1 | $1.02M | Buy |
16,332
+464
| +3% | +$27.4K | 0.08% | 258 |
|
|
2023
Q4 | $923K | Sell |
15,868
-3,908
| -20% | -$209K | 0.08% | 229 |
|
|
2023
Q3 | $1.03M | Sell |
19,776
-6,012
| -23% | -$330K | 0.11% | 190 |
|
|
2023
Q2 | $1.42M | Sell |
25,788
-24,504
| -49% | -$1.28M | 0.15% | 138 |
|
|
2023
Q1 | $2.65M | Buy |
50,292
+3,628
| +8% | +$193K | 0.14% | 143 |
|
|
2022
Q4 | $2.38M | Sell |
46,664
-17,172
| -27% | -$875K | 0.14% | 145 |
|
|
2022
Q3 | $3M | Buy |
63,836
+4,188
| +7% | +$219K | 0.2% | 93 |
|
|
2022
Q2 | $2.94M | Buy |
59,648
+29,148
| +96% | +$1.57M | 0.2% | 101 |
|
|
2022
Q1 | $1.81M | Sell |
30,500
-1,460
| -5% | -$85.7K | 0.11% | 198 |
|
|
2021
Q4 | $2.04M | Sell |
31,960
-2,192
| -6% | -$137K | 0.13% | 159 |
|
|
2021
Q3 | $2.02M | Buy |
34,152
+3,404
| +11% | +$206K | 0.14% | 153 |
|
|
2021
Q2 | $1.82M | Buy |
30,748
+840
| +3% | +$48.7K | 0.13% | 167 |
|
|
2021
Q1 | $1.65M | Buy |
29,908
+3,816
| +15% | +$207K | 0.14% | 157 |
|
|
2020
Q4 | $1.35M | Buy |
26,092
+620
| +2% | +$30K | 0.12% | 188 |
|
|
2020
Q3 | $1.12M | Sell |
25,472
-156
| -0.6% | -$6.8K | 0.12% | 181 |
|
|
2020
Q2 | $1.05M | Sell |
25,628
-1,140
| -4% | -$43.7K | 0.14% | 161 |
|
|
2020
Q1 | $881K | Sell |
26,768
-1,240
| -4% | -$51.3K | 0.15% | 153 |
|
|
2019
Q4 | $1.25M | Buy |
28,008
+9,440
| +51% | +$405K | 0.16% | 145 |
|
|
2019
Q3 | $778K | Sell |
18,568
-8,620
| -32% | -$360K | 0.13% | 182 |
|
|
2019
Q2 | $1.14M | Buy |
+27,188
| New | +$1.11M | 0.22% | 101 |
|
|
2019
Q1 | – | Sell |
-21,104
| Closed | -$729K | – | 580 |
|
|
2018
Q4 | $729K | Buy |
21,104
+9,680
| +85% | +$363K | 0.18% | 119 |
|
|
2018
Q3 | $469K | Buy |
11,424
+4,328
| +61% | +$177K | 0.07% | 275 |
|
|
2018
Q2 | $280K | Buy |
7,096
+20
| +0.3% | +$785 | 0.08% | 275 |
|
|
2018
Q1 | $273K | Sell |
7,076
-2,800
| -28% | -$110K | 0.08% | 265 |
|
|
2017
Q4 | $382K | Sell |
9,876
-52
| -0.5% | -$1.96K | 0.08% | 288 |
|
|
2017
Q3 | $365K | Buy |
+9,928
| New | +$358K | 0.09% | 280 |
|
Other funds holding VO
