Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $636K | Sell |
2,408
-40
| -2% | -$10.6K | 0.02% | 225 |
|
|
2024
Q3 | $646K | Buy |
2,448
+242
| +11% | +$63.8K | 0.02% | 224 |
|
|
2024
Q2 | $534K | Buy |
2,206
+115
| +5% | +$27.8K | 0.02% | 231 |
|
|
2024
Q1 | $522K | Hold |
2,091
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $486K | Hold |
2,091
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $435K | Sell |
2,091
-174
| -8% | -$36.2K | 0.02% | 234 |
|
|
2023
Q2 | $499K | Buy |
2,265
+174
| +8% | +$38.3K | 0.02% | 233 |
|
|
2023
Q1 | $441K | Sell |
2,091
-296
| -12% | -$62.4K | 0.02% | 234 |
|
|
2022
Q4 | $486K | Buy |
2,387
+967
| +68% | +$197K | 0.02% | 226 |
|
|
2022
Q3 | $267K | Sell |
1,420
-672
| -32% | -$126K | 0.01% | 270 |
|
|
2022
Q2 | $412K | Buy |
2,092
+885
| +73% | +$174K | 0.02% | 223 |
|
|
2022
Q1 | $287K | Buy |
1,207
+325
| +37% | +$77.3K | 0.01% | 246 |
|
|
2021
Q4 | $225K | Hold |
882
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $209K | Hold |
882
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $209K | Buy |
+882
| New | +$209K | 0.01% | 238 |
|
|
2020
Q3 | – | Sell |
-1,150
| Closed | -$188K | – | 269 |
|
|
2020
Q2 | $188K | Sell |
1,150
-500
| -30% | -$81.7K | 0.01% | 236 |
|
|
2020
Q1 | $217K | Sell |
1,650
-867
| -34% | -$114K | 0.01% | 219 |
|
|
2019
Q4 | $449K | Buy |
2,517
+500
| +25% | +$89.2K | 0.02% | 173 |
|
|
2019
Q3 | $338K | Buy |
2,017
+367
| +22% | +$61.5K | 0.02% | 209 |
|
|
2019
Q2 | $276K | Hold |
1,650
| – | – | 0.02% | 229 |
|
|
2019
Q1 | $265K | Sell |
1,650
-250
| -13% | -$40.2K | 0.02% | 233 |
|
|
2018
Q4 | $263K | Sell |
1,900
-12
| -0.6% | -$1.66K | 0.02% | 232 |
|
|
2018
Q3 | $314K | Sell |
1,912
-147
| -7% | -$24.1K | 0.02% | 247 |
|
|
2018
Q2 | $325K | Buy |
+2,059
| New | +$325K | 0.02% | 219 |
|