Blue Trust Inc’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 | $1.18M | Buy |
4,209
+1,203
| +40% | +$337K | 0.01% | 243 |
|
|
2025
Q1 | $777K | Sell |
3,006
-182
| -6% | -$47.1K | 0.01% | 296 |
|
|
2024
Q4 | $842K | Buy |
3,188
+485
| +18% | +$128K | 0.01% | 260 |
|
|
2024
Q3 | $654K | Sell |
2,703
-288
| -10% | -$69.7K | 0.01% | 370 |
|
|
2024
Q2 | $747K | Hold |
2,991
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $747K | Buy |
2,991
+64
| +2% | +$16K | 0.01% | 215 |
|
|
2023
Q4 | $610K | Sell |
2,927
-13,180
| -82% | -$2.75M | 0.01% | 215 |
|
|
2023
Q3 | $3.55M | Sell |
16,107
-98
| -0.6% | -$21.6K | 0.05% | 73 |
|
|
2023
Q2 | $3.42M | Buy |
16,205
+93
| +0.6% | +$19.6K | 0.05% | 76 |
|
|
2023
Q1 | $3.28M | Sell |
16,112
-627
| -4% | -$128K | 0.05% | 87 |
|
|
2022
Q4 | $3.15M | Buy |
16,739
+16,411
| +5,003% | +$3.09M | 0.06% | 86 |
|
|
2022
Q3 | $65K | Buy |
328
+100
| +44% | +$19.8K | ﹤0.01% | 670 |
|
|
2022
Q2 | $54K | Buy |
+228
| New | +$54K | ﹤0.01% | 666 |
|