Bordeaux Wealth 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 | $348K | Hold |
1,243
| – | – | 0.04% | 115 |
|
|
2025
Q1 | $321K | Buy |
1,243
+64
| +5% | +$16.6K | 0.06% | 115 |
|
|
2024
Q4 | $311K | Sell |
1,179
-454
| -28% | -$120K | 0.05% | 116 |
|
|
2024
Q3 | $431K | Buy |
1,633
+454
| +39% | +$120K | 0.08% | 100 |
|
|
2024
Q2 | $285K | Sell |
1,179
-328
| -22% | -$79.4K | 0.05% | 111 |
|
|
2024
Q1 | $377K | Buy |
1,507
+328
| +28% | +$82K | 0.12% | 71 |
|
|
2023
Q4 | $274K | Hold |
1,179
| – | – | 0.09% | 90 |
|
|
2023
Q3 | $246K | Hold |
1,179
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $260K | Hold |
1,179
| – | – | 0.11% | 82 |
|
|
2023
Q1 | $249K | Buy |
+1,179
| New | +$249K | 0.13% | 91 |
|
|
2022
Q2 | – | Sell |
-1,182
| Closed | -$281K | – | 91 |
|
|
2022
Q1 | $281K | Buy |
+1,182
| New | +$281K | 0.15% | 74 |
|