Bluestem Financial Advisors’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 | $1.1M | Sell |
3,930
-323
| -8% | -$90.4K | 0.47% | 22 |
|
|
2025
Q1 | $1.1M | Buy |
4,253
+9
| +0.2% | +$2.33K | 0.51% | 19 |
|
|
2024
Q4 | $1.12M | Sell |
4,244
-129
| -3% | -$34.1K | 0.53% | 19 |
|
|
2024
Q3 | $1.15M | Sell |
4,373
-259
| -6% | -$68.3K | 0.54% | 19 |
|
|
2024
Q2 | $1.12M | Sell |
4,632
-51
| -1% | -$12.3K | 0.57% | 19 |
|
|
2024
Q1 | $1.17M | Buy |
4,683
+678
| +17% | +$169K | 0.6% | 19 |
|
|
2023
Q4 | $932K | Sell |
4,005
-23
| -0.6% | -$5.35K | 0.54% | 19 |
|
|
2023
Q3 | $839K | Buy |
4,028
+6
| +0.1% | +$1.25K | 0.51% | 19 |
|
|
2023
Q2 | $886K | Sell |
4,022
-43
| -1% | -$9.47K | 0.54% | 19 |
|
|
2023
Q1 | $857K | Buy |
4,065
+5
| +0.1% | +$1.06K | 0.53% | 18 |
|
|
2022
Q4 | $827K | Sell |
4,060
-38
| -0.9% | -$7.74K | 0.54% | 18 |
|
|
2022
Q3 | $770K | Sell |
4,098
-85
| -2% | -$16K | 0.54% | 19 |
|
|
2022
Q2 | $824K | Sell |
4,183
-35
| -0.8% | -$6.9K | 0.57% | 18 |
|
|
2022
Q1 | $1M | Buy |
4,218
+4
| +0.1% | +$951 | 0.63% | 18 |
|
|
2021
Q4 | $1.07M | Sell |
4,214
-36
| -0.8% | -$9.17K | 0.67% | 15 |
|
|
2021
Q3 | $1.01M | Sell |
4,250
-166
| -4% | -$39.3K | 0.66% | 15 |
|
|
2021
Q2 | $1.05M | Sell |
4,416
-578
| -12% | -$137K | 0.71% | 15 |
|
|
2021
Q1 | $1.11M | Buy |
4,994
+6
| +0.1% | +$1.33K | 0.79% | 13 |
|
|
2020
Q4 | $1.03M | Buy |
4,988
+814
| +20% | +$168K | 0.76% | 13 |
|
|
2020
Q3 | $736K | Buy |
4,174
+16
| +0.4% | +$2.82K | 0.62% | 14 |
|
|
2020
Q2 | $682K | Sell |
4,158
-614
| -13% | -$101K | 0.62% | 12 |
|
|
2020
Q1 | $628K | Sell |
4,772
-1,213
| -20% | -$160K | 0.68% | 10 |
|
|
2019
Q4 | $1.07M | Buy |
+5,985
| New | +$1.07M | 0.97% | 10 |
|