BIP Wealth’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 | $650K | Sell |
2,323
-585
| -20% | -$164K | 0.04% | 131 |
|
|
2025
Q1 | $752K | Buy |
2,908
+10
| +0.3% | +$2.59K | 0.05% | 121 |
|
|
2024
Q4 | $765K | Buy |
2,898
+312
| +12% | +$82.4K | 0.05% | 120 |
|
|
2024
Q3 | $682K | Buy |
2,586
+538
| +26% | +$142K | 0.05% | 118 |
|
|
2024
Q2 | $496K | Sell |
2,048
-510
| -20% | -$123K | 0.04% | 115 |
|
|
2024
Q1 | $639K | Buy |
2,558
+63
| +3% | +$15.7K | 0.05% | 112 |
|
|
2023
Q4 | $580K | Sell |
2,495
-10
| -0.4% | -$2.33K | 0.05% | 110 |
|
|
2023
Q3 | $522K | Sell |
2,505
-349
| -12% | -$72.7K | 0.05% | 106 |
|
|
2023
Q2 | $628K | Buy |
2,854
+680
| +31% | +$150K | 0.05% | 93 |
|
|
2023
Q1 | $459K | Buy |
+2,174
| New | +$459K | 0.05% | 115 |
|