BDF
Black Diamond Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
33,834
-10,177
| -23% | -$2.85M | 1.47% | 19 |
|
|
2025
Q1 | $11.4M | Sell |
44,011
-31
| -0.1% | -$8.02K | 1.71% | 17 |
|
|
2024
Q4 | $11.6M | Sell |
44,042
-118
| -0.3% | -$31.2K | 1.74% | 14 |
|
|
2024
Q3 | $11.7M | Buy |
44,160
+62
| +0.1% | +$16.4K | 1.98% | 13 |
|
|
2024
Q2 | $10.7M | Buy |
44,098
+10,743
| +32% | +$2.6M | 2.06% | 13 |
|
|
2024
Q1 | $7.76M | Hold |
33,355
| – | – | 2.1% | 13 |
|
|
2023
Q4 | $7.76M | Buy |
33,355
+92
| +0.3% | +$21.4K | 2.1% | 13 |
|
|
2023
Q3 | $6.93M | Buy |
33,263
+1,886
| +6% | +$393K | 2.13% | 13 |
|
|
2023
Q2 | $6.91M | Sell |
31,377
-375
| -1% | -$82.6K | 2.05% | 14 |
|
|
2023
Q1 | $6.7M | Buy |
31,752
+899
| +3% | +$190K | 2.2% | 13 |
|
|
2022
Q4 | $6.29M | Buy |
30,853
+944
| +3% | +$192K | 2.27% | 11 |
|
|
2022
Q3 | $5.62M | Sell |
29,909
-1,669
| -5% | -$314K | 2.27% | 11 |
|
|
2022
Q2 | $6.22M | Buy |
31,578
+948
| +3% | +$187K | 2.45% | 9 |
|
|
2022
Q1 | $7.29M | Buy |
30,630
+1,177
| +4% | +$280K | 2.3% | 8 |
|
|
2021
Q4 | $7.5M | Sell |
29,453
-1,791
| -6% | -$456K | 2.53% | 9 |
|
|
2021
Q3 | $7.4M | Sell |
31,244
-2,694
| -8% | -$638K | 3.55% | 7 |
|
|
2021
Q2 | $8.06M | Buy |
33,938
+197
| +0.6% | +$46.8K | 3.15% | 8 |
|
|
2021
Q1 | $7.47M | Buy |
33,741
+1,125
| +3% | +$249K | 3.17% | 9 |
|
|
2020
Q4 | $6.74M | Sell |
32,616
-567
| -2% | -$117K | 3.1% | 8 |
|
|
2020
Q3 | $5.85M | Sell |
33,183
-97
| -0.3% | -$17.1K | 3.28% | 7 |
|
|
2020
Q2 | $5.46M | Sell |
33,280
-5,678
| -15% | -$931K | 3.56% | 7 |
|
|
2020
Q1 | $5.13M | Buy |
38,958
+23,491
| +152% | +$3.09M | 3.89% | 8 |
|
|
2019
Q4 | $2.76M | Sell |
15,467
-7,216
| -32% | -$1.29M | 2% | 18 |
|
|
2019
Q3 | $3.8M | Buy |
22,683
+7,026
| +45% | +$1.18M | 2.8% | 13 |
|
|
2019
Q2 | $2.62M | Sell |
15,657
-1,816
| -10% | -$304K | 2.23% | 17 |
|
|
2019
Q1 | $2.81M | Sell |
17,473
-4,174
| -19% | -$671K | 2.51% | 15 |
|
|
2018
Q4 | $3.37M | Buy |
+21,647
| New | +$3.37M | 2.66% | 13 |
|