Bogart Wealth LLC’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 | $388K | Sell |
1,387
-18
| -1% | -$5.04K | 0.02% | 178 |
|
|
2025
Q1 | $363K | Buy |
1,405
+31
| +2% | +$8.02K | 0.02% | 175 |
|
|
2024
Q4 | $363K | Buy |
1,374
+59
| +4% | +$15.6K | 0.02% | 177 |
|
|
2024
Q3 | $347K | Buy |
1,315
+44
| +3% | +$11.6K | 0.02% | 178 |
|
|
2024
Q2 | $308K | Buy |
1,271
+79
| +7% | +$19.1K | 0.02% | 178 |
|
|
2024
Q1 | $298K | Sell |
1,192
-50
| -4% | -$12.5K | 0.02% | 175 |
|
|
2023
Q4 | $289K | Sell |
1,242
-61
| -5% | -$14.2K | 0.02% | 180 |
|
|
2023
Q3 | $271K | Sell |
1,303
-6
| -0.5% | -$1.25K | 0.02% | 178 |
|
|
2023
Q2 | $288K | Sell |
1,309
-237
| -15% | -$52.2K | 0.02% | 175 |
|
|
2023
Q1 | $326K | Buy |
1,546
+1
| +0.1% | +$211 | 0.02% | 153 |
|
|
2022
Q4 | $315K | Buy |
1,545
+78
| +5% | +$15.9K | 0.02% | 158 |
|
|
2022
Q3 | $276K | Sell |
1,467
-83
| -5% | -$15.6K | 0.02% | 154 |
|
|
2022
Q2 | $305K | Buy |
1,550
+602
| +64% | +$118K | 0.03% | 140 |
|
|
2022
Q1 | $226K | Buy |
948
+513
| +118% | +$122K | 0.02% | 153 |
|
|
2021
Q4 | $111K | Hold |
435
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $103K | Buy |
435
+14
| +3% | +$3.32K | 0.01% | 185 |
|
|
2021
Q2 | $100K | Buy |
421
+106
| +34% | +$25.2K | 0.01% | 179 |
|
|
2021
Q1 | $70K | Buy |
315
+185
| +142% | +$41.1K | 0.01% | 203 |
|
|
2020
Q4 | $26K | Hold |
130
| – | – | ﹤0.01% | 250 |
|
|
2020
Q3 | $22K | Hold |
130
| – | – | ﹤0.01% | 253 |
|
|
2020
Q2 | $21K | Hold |
130
| – | – | ﹤0.01% | 236 |
|
|
2020
Q1 | $17K | Buy |
+130
| New | +$17K | ﹤0.01% | 227 |
|