Brio Consultants’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 | $1.76M | Sell |
6,278
-2,192
| -26% | -$613K | 0.26% | 53 |
|
|
2025
Q1 | $2.19M | Sell |
8,470
-3,637
| -30% | -$941K | 0.34% | 48 |
|
|
2024
Q4 | $3.2M | Sell |
12,107
-441
| -4% | -$116K | 0.5% | 37 |
|
|
2024
Q3 | $3.31M | Sell |
12,548
-145
| -1% | -$38.3K | 0.53% | 36 |
|
|
2024
Q2 | $3.07M | Sell |
12,693
-500
| -4% | -$121K | 0.51% | 37 |
|
|
2024
Q1 | $3.3M | Sell |
13,193
-305
| -2% | -$76.2K | 0.56% | 36 |
|
|
2023
Q4 | $3.14M | Sell |
13,498
-530
| -4% | -$123K | 0.56% | 37 |
|
|
2023
Q3 | $2.92M | Buy |
14,028
+75
| +0.5% | +$15.6K | 0.55% | 38 |
|
|
2023
Q2 | $3.07M | Sell |
13,953
-1,833
| -12% | -$404K | 0.56% | 37 |
|
|
2023
Q1 | $3.33M | Sell |
15,786
-1,988
| -11% | -$419K | 0.62% | 38 |
|
|
2022
Q4 | $3.62M | Sell |
17,774
-1,049
| -6% | -$214K | 0.72% | 35 |
|
|
2022
Q3 | $3.68M | Sell |
18,823
-7,012
| -27% | -$1.37M | 0.78% | 35 |
|
|
2022
Q2 | $5.11M | Sell |
25,835
-47,792
| -65% | -$9.44M | 1.16% | 25 |
|
|
2022
Q1 | $17.5M | Buy |
73,627
+6,765
| +10% | +$1.61M | 3.73% | 7 |
|
|
2021
Q4 | $17M | Buy |
66,862
+2,977
| +5% | +$758K | 4% | 8 |
|
|
2021
Q3 | $15.1M | Buy |
63,885
+2,743
| +4% | +$649K | 3.67% | 9 |
|
|
2021
Q2 | $14.5M | Buy |
61,142
+4,504
| +8% | +$1.07M | 3.71% | 9 |
|
|
2021
Q1 | $12.5M | Buy |
56,638
+4,403
| +8% | +$975K | 3.69% | 9 |
|
|
2020
Q4 | $10.8M | Sell |
52,235
-9,132
| -15% | -$1.89M | 3.49% | 9 |
|
|
2020
Q3 | $10.8M | Buy |
61,367
+3,013
| +5% | +$531K | 3.27% | 10 |
|
|
2020
Q2 | $9.57M | Buy |
58,354
+31,241
| +115% | +$5.12M | 3.19% | 10 |
|
|
2020
Q1 | $3.57M | Buy |
27,113
+7,801
| +40% | +$1.03M | 1.43% | 21 |
|
|
2019
Q4 | $3.44M | Buy |
19,312
+17,518
| +976% | +$3.12M | 1.16% | 22 |
|
|
2019
Q3 | $301K | Buy |
1,794
+9
| +0.5% | +$1.51K | 0.11% | 58 |
|
|
2019
Q2 | $298K | Sell |
1,785
-52
| -3% | -$8.68K | 0.12% | 56 |
|
|
2019
Q1 | $295K | Sell |
1,837
-255
| -12% | -$41K | 0.13% | 52 |
|
|
2018
Q4 | $289K | Buy |
+2,092
| New | +$289K | 0.15% | 55 |
|