Black Diamond Financial’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 | $12.4M | Buy |
172,600
+148
| +0.1% | +$11K | 1.35% | 21 |
|
|
2025
Q4 | $12.5M | Sell |
172,452
-1,688
| -1% | -$123K | 1.32% | 21 |
|
|
2025
Q3 | $12.8M | Buy |
174,140
+38,804
| +29% | +$2.79M | 1.43% | 21 |
|
|
2025
Q2 | $9.47M | Sell |
135,336
-40,708
| -23% | -$2.67M | 1.47% | 19 |
|
|
2025
Q1 | $11.4M | Sell |
176,044
-124
| -0.1% | -$8.32K | 1.71% | 17 |
|
|
2024
Q4 | $11.6M | Sell |
176,168
-472
| -0.3% | -$32K | 1.74% | 14 |
|
|
2024
Q3 | $11.7M | Buy |
176,640
+248
| +0.1% | +$15.6K | 1.98% | 13 |
|
|
2024
Q2 | $10.7M | Buy |
176,392
+42,972
| +32% | +$2.61M | 2.06% | 13 |
|
|
2024
Q1 | $7.76M | Hold |
133,420
| – | – | 2.1% | 13 |
|
|
2023
Q4 | $7.76M | Buy |
133,420
+368
| +0.3% | +$19.7K | 2.1% | 13 |
|
|
2023
Q3 | $6.93M | Buy |
133,052
+7,544
| +6% | +$414K | 2.13% | 13 |
|
|
2023
Q2 | $6.91M | Sell |
125,508
-1,500
| -1% | -$78.6K | 2.05% | 14 |
|
|
2023
Q1 | $6.7M | Buy |
127,008
+3,596
| +3% | +$191K | 2.2% | 13 |
|
|
2022
Q4 | $6.29M | Buy |
123,412
+3,776
| +3% | +$192K | 2.27% | 11 |
|
|
2022
Q3 | $5.62M | Sell |
119,636
-6,676
| -5% | -$349K | 2.27% | 11 |
|
|
2022
Q2 | $6.22M | Buy |
126,312
+3,792
| +3% | +$205K | 2.45% | 9 |
|
|
2022
Q1 | $7.29M | Buy |
122,520
+4,708
| +4% | +$276K | 2.3% | 8 |
|
|
2021
Q4 | $7.5M | Sell |
117,812
-7,164
| -6% | -$449K | 2.53% | 9 |
|
|
2021
Q3 | $7.4M | Sell |
124,976
-10,776
| -8% | -$651K | 3.55% | 7 |
|
|
2021
Q2 | $8.05M | Buy |
135,752
+788
| +0.6% | +$45.7K | 3.15% | 8 |
|
|
2021
Q1 | $7.47M | Buy |
134,964
+4,500
| +3% | +$244K | 3.17% | 9 |
|
|
2020
Q4 | $6.74M | Sell |
130,464
-2,268
| -2% | -$110K | 3.1% | 8 |
|
|
2020
Q3 | $5.85M | Sell |
132,732
-388
| -0.3% | -$16.9K | 3.28% | 7 |
|
|
2020
Q2 | $5.46M | Sell |
133,120
-22,712
| -15% | -$870K | 3.56% | 7 |
|
|
2020
Q1 | $5.13M | Buy |
155,832
+93,964
| +152% | +$3.89M | 3.89% | 8 |
|
|
2019
Q4 | $2.76M | Sell |
61,868
-28,864
| -32% | -$1.24M | 2% | 18 |
|
|
2019
Q3 | $3.8M | Buy |
90,732
+28,104
| +45% | +$1.17M | 2.8% | 13 |
|
|
2019
Q2 | $2.62M | Sell |
62,628
-7,264
| -10% | -$297K | 2.23% | 17 |
|
|
2019
Q1 | $2.81M | Sell |
69,892
-16,696
| -19% | -$642K | 2.51% | 15 |
|
|
2018
Q4 | $3.37M | Buy |
+86,588
| New | +$3.25M | 2.66% | 13 |
|