Blue Bell Private Wealth Management’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 | $1.08M | Hold |
3,853
| – | – | 0.18% | 81 |
|
|
2025
Q1 | $996K | Buy |
3,853
+1,216
| +46% | +$314K | 0.19% | 81 |
|
|
2024
Q4 | $697K | Hold |
2,637
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $696K | Sell |
2,637
-125
| -5% | -$33K | 0.13% | 95 |
|
|
2024
Q2 | $669K | Buy |
2,762
+468
| +20% | +$113K | 0.14% | 93 |
|
|
2024
Q1 | $573K | Sell |
2,294
-16
| -0.7% | -$4K | 0.12% | 104 |
|
|
2023
Q4 | $537K | Sell |
2,310
-100
| -4% | -$23.3K | 0.13% | 94 |
|
|
2023
Q3 | $502K | Sell |
2,410
-125
| -5% | -$26K | 0.14% | 87 |
|
|
2023
Q2 | $558K | Buy |
+2,535
| New | +$558K | 0.15% | 83 |
|