Bridges Investment 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 | $16.8M | Buy |
59,883
+11,745
| +24% | +$3.29M | 0.23% | 73 |
|
2025
Q1 | $12.4M | Buy |
48,138
+1,627
| +3% | +$421K | 0.18% | 83 |
|
2024
Q4 | $12.3M | Buy |
46,511
+43
| +0.1% | +$11.4K | 0.17% | 79 |
|
2024
Q3 | $12.3M | Buy |
46,468
+73
| +0.2% | +$19.3K | 0.17% | 82 |
|
2024
Q2 | $11.2M | Buy |
46,395
+34,566
| +292% | +$8.37M | 0.17% | 78 |
|
2024
Q1 | $2.96M | Hold |
11,829
| – | – | 0.09% | 91 |
|
2023
Q4 | $2.75M | Sell |
11,829
-30
| -0.3% | -$6.98K | 0.09% | 95 |
|
2023
Q3 | $2.47M | Hold |
11,859
| – | – | 0.09% | 97 |
|
2023
Q2 | $2.61M | Hold |
11,859
| – | – | 0.09% | 96 |
|
2023
Q1 | $2.5M | Buy |
11,859
+1,104
| +10% | +$233K | 0.09% | 100 |
|
2022
Q4 | $2.19M | Buy |
10,755
+100
| +0.9% | +$20.4K | 0.08% | 111 |
|
2022
Q3 | $2M | Hold |
10,655
| – | – | 0.08% | 115 |
|
2022
Q2 | $2.1M | Hold |
10,655
| – | – | 0.08% | 114 |
|
2022
Q1 | $2.53M | Sell |
10,655
-130
| -1% | -$30.9K | 0.08% | 113 |
|
2021
Q4 | $2.75M | Hold |
10,785
| – | – | 0.08% | 110 |
|
2021
Q3 | $2.55M | Hold |
10,785
| – | – | 0.08% | 110 |
|
2021
Q2 | $2.56M | Sell |
10,785
-146
| -1% | -$34.7K | 0.08% | 109 |
|
2021
Q1 | $2.42M | Buy |
10,931
+30
| +0.3% | +$6.64K | 0.07% | 110 |
|
2020
Q4 | $2.25M | Hold |
10,901
| – | – | 0.07% | 110 |
|
2020
Q3 | $1.92M | Sell |
10,901
-45
| -0.4% | -$7.93K | 0.07% | 112 |
|
2020
Q2 | $1.79M | Buy |
10,946
+515
| +5% | +$84.4K | 0.07% | 114 |
|
2020
Q1 | $1.37M | Buy |
+10,431
| New | +$1.37M | 0.06% | 125 |
|