Boston Family Office’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 | $2.52M | Buy |
9,006
+1,044
| +13% | +$292K | 0.17% | 102 |
|
|
2025
Q1 | $2.06M | Buy |
7,962
+1,329
| +20% | +$344K | 0.15% | 109 |
|
|
2024
Q4 | $1.75M | Buy |
6,633
+228
| +4% | +$60.2K | 0.12% | 121 |
|
|
2024
Q3 | $1.69M | Sell |
6,405
-545
| -8% | -$144K | 0.11% | 122 |
|
|
2024
Q2 | $1.68M | Buy |
6,950
+840
| +14% | +$203K | 0.12% | 118 |
|
|
2024
Q1 | $1.53M | Hold |
6,110
| – | – | 0.11% | 126 |
|
|
2023
Q4 | $1.42M | Sell |
6,110
-50
| -0.8% | -$11.6K | 0.11% | 129 |
|
|
2023
Q3 | $1.28M | Hold |
6,160
| – | – | 0.11% | 130 |
|
|
2023
Q2 | $1.36M | Sell |
6,160
-125
| -2% | -$27.5K | 0.1% | 131 |
|
|
2023
Q1 | $1.33M | Sell |
6,285
-700
| -10% | -$148K | 0.11% | 134 |
|
|
2022
Q4 | $1.42M | Buy |
6,985
+1,450
| +26% | +$296K | 0.12% | 129 |
|
|
2022
Q3 | $1.04M | Buy |
5,535
+265
| +5% | +$49.8K | 0.09% | 146 |
|
|
2022
Q2 | $1.04M | Buy |
5,270
+1,175
| +29% | +$231K | 0.09% | 146 |
|
|
2022
Q1 | $974K | Buy |
4,095
+1,060
| +35% | +$252K | 0.07% | 158 |
|
|
2021
Q4 | $773K | Sell |
3,035
-1,829
| -38% | -$466K | 0.05% | 177 |
|
|
2021
Q3 | $1.15M | Hold |
4,864
| – | – | 0.08% | 151 |
|
|
2021
Q2 | $1.15M | Sell |
4,864
-436
| -8% | -$103K | 0.08% | 155 |
|
|
2021
Q1 | $1.17M | Hold |
5,300
| – | – | 0.09% | 148 |
|
|
2020
Q4 | $1.1M | Hold |
5,300
| – | – | 0.08% | 154 |
|
|
2020
Q3 | $934K | Hold |
5,300
| – | – | 0.08% | 151 |
|
|
2020
Q2 | $869K | Sell |
5,300
-2,080
| -28% | -$341K | 0.08% | 148 |
|
|
2020
Q1 | $972K | Buy |
7,380
+2,050
| +38% | +$270K | 0.11% | 132 |
|
|
2019
Q4 | $950K | Hold |
5,330
| – | – | 0.09% | 150 |
|
|
2019
Q3 | $893K | Sell |
5,330
-200
| -4% | -$33.5K | 0.09% | 152 |
|
|
2019
Q2 | $924K | Buy |
5,530
+200
| +4% | +$33.4K | 0.1% | 149 |
|
|
2019
Q1 | $857K | Buy |
5,330
+10
| +0.2% | +$1.61K | 0.09% | 152 |
|
|
2018
Q4 | $735K | Buy |
5,320
+2,038
| +62% | +$282K | 0.09% | 158 |
|
|
2018
Q3 | $539K | Sell |
3,282
-134
| -4% | -$22K | 0.06% | 196 |
|
|
2018
Q2 | $538K | Hold |
3,416
| – | – | 0.06% | 193 |
|
|
2018
Q1 | $527K | Buy |
3,416
+134
| +4% | +$20.7K | 0.06% | 193 |
|
|
2017
Q4 | $508K | Hold |
3,282
| – | – | 0.06% | 197 |
|
|
2017
Q3 | $482K | Sell |
3,282
-600
| -15% | -$88.1K | 0.05% | 199 |
|
|
2017
Q2 | $553K | Sell |
3,882
-105
| -3% | -$15K | 0.07% | 185 |
|
|
2017
Q1 | $555K | Hold |
3,987
| – | – | 0.07% | 183 |
|
|
2016
Q4 | $525K | Sell |
3,987
-20
| -0.5% | -$2.63K | 0.07% | 184 |
|
|
2016
Q3 | $519K | Sell |
4,007
-67
| -2% | -$8.68K | 0.07% | 183 |
|
|
2016
Q2 | $504K | Buy |
4,074
+12
| +0.3% | +$1.49K | 0.07% | 179 |
|
|
2016
Q1 | $492K | Sell |
4,062
-54
| -1% | -$6.54K | 0.06% | 179 |
|
|
2015
Q4 | $494K | Sell |
4,116
-371
| -8% | -$44.5K | 0.07% | 178 |
|
|
2015
Q3 | $523K | Hold |
4,487
| – | – | 0.07% | 177 |
|
|
2015
Q2 | $572K | Sell |
4,487
-20
| -0.4% | -$2.55K | 0.07% | 188 |
|
|
2015
Q1 | $598K | Sell |
4,507
-50
| -1% | -$6.63K | 0.07% | 186 |
|
|
2014
Q4 | $563K | Hold |
4,557
| – | – | 0.07% | 187 |
|
|
2014
Q3 | $535K | Hold |
4,557
| – | – | 0.07% | 194 |
|
|
2014
Q2 | $541K | Hold |
4,557
| – | – | 0.07% | 194 |
|
|
2014
Q1 | $518K | Hold |
4,557
| – | – | 0.07% | 195 |
|
|
2013
Q4 | $501K | Hold |
4,557
| – | – | 0.07% | 189 |
|
|
2013
Q3 | $467K | Hold |
4,557
| – | – | 0.07% | 196 |
|
|
2013
Q2 | $434K | Buy |
+4,557
| New | +$434K | 0.07% | 191 |
|