Boyd Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
12,384
+3,019
| +32% | +$845K | 1.5% | 15 |
|
|
2025
Q1 | $2.42M | Buy |
9,365
+880
| +10% | +$228K | 1.21% | 14 |
|
|
2024
Q4 | $2.24M | Sell |
8,485
-23
| -0.3% | -$6.08K | 1.11% | 16 |
|
|
2024
Q3 | $2.24M | Hold |
8,508
| – | – | 1.14% | 17 |
|
|
2024
Q2 | $2.06M | Sell |
8,508
-39
| -0.5% | -$9.44K | 1.14% | 17 |
|
|
2024
Q1 | $2.14M | Hold |
8,547
| – | – | 1.22% | 16 |
|
|
2023
Q4 | $1.99M | Buy |
8,547
+8
| +0.1% | +$1.86K | 1.24% | 16 |
|
|
2023
Q3 | $1.78M | Sell |
8,539
-60
| -0.7% | -$12.5K | 1.19% | 16 |
|
|
2023
Q2 | $1.89M | Sell |
8,599
-45
| -0.5% | -$9.91K | 1.15% | 17 |
|
|
2023
Q1 | $1.82M | Buy |
8,644
+161
| +2% | +$34K | 1.27% | 16 |
|
|
2022
Q4 | $1.73M | Sell |
8,483
-1,850
| -18% | -$377K | 1.27% | 17 |
|
|
2022
Q3 | $1.94M | Sell |
10,333
-137
| -1% | -$25.7K | 1.55% | 13 |
|
|
2022
Q2 | $2.06M | Buy |
10,470
+194
| +2% | +$38.2K | 1.68% | 14 |
|
|
2022
Q1 | $2.44M | Buy |
10,276
+714
| +7% | +$170K | 1.83% | 13 |
|
|
2021
Q4 | $2.44M | Buy |
+9,562
| New | +$2.44M | 1.77% | 15 |
|