Brown Miller 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 | $1.76M | Sell |
6,307
-626
| -9% | -$175K | 0.55% | 45 |
|
|
2025
Q1 | $1.79M | Sell |
6,933
-5,228
| -43% | -$1.35M | 0.62% | 45 |
|
|
2024
Q4 | $3.21M | Buy |
12,161
+513
| +4% | +$136K | 1.23% | 21 |
|
|
2024
Q3 | $3.07M | Buy |
11,648
+56
| +0.5% | +$14.8K | 1.19% | 23 |
|
|
2024
Q2 | $2.81M | Buy |
11,592
+440
| +4% | +$107K | 1.17% | 23 |
|
|
2024
Q1 | $2.79M | Buy |
11,152
+826
| +8% | +$206K | 1.23% | 24 |
|
|
2023
Q4 | $2.4M | Buy |
10,326
+288
| +3% | +$67K | 1.2% | 26 |
|
|
2023
Q3 | $2.09M | Buy |
10,038
+1,264
| +14% | +$263K | 1.17% | 26 |
|
|
2023
Q2 | $1.93M | Buy |
8,774
+332
| +4% | +$73.1K | 1.04% | 32 |
|
|
2023
Q1 | $1.78M | Buy |
8,442
+206
| +3% | +$43.5K | 1.05% | 32 |
|
|
2022
Q4 | $1.68M | Buy |
8,236
+1,715
| +26% | +$350K | 1.06% | 31 |
|
|
2022
Q3 | $1.23M | Buy |
6,521
+454
| +7% | +$85.3K | 0.87% | 37 |
|
|
2022
Q2 | $1.2M | Buy |
6,067
+508
| +9% | +$100K | 0.81% | 36 |
|
|
2022
Q1 | $1.32M | Buy |
5,559
+524
| +10% | +$125K | 0.76% | 41 |
|
|
2021
Q4 | $1.28M | Buy |
5,035
+1,135
| +29% | +$289K | 0.73% | 40 |
|
|
2021
Q3 | $923K | Buy |
3,900
+35
| +0.9% | +$8.28K | 0.58% | 49 |
|
|
2021
Q2 | $917K | Buy |
3,865
+905
| +31% | +$215K | 0.59% | 47 |
|
|
2021
Q1 | $655K | Sell |
2,960
-293
| -9% | -$64.8K | 0.46% | 55 |
|
|
2020
Q4 | $673K | Buy |
+3,253
| New | +$673K | 0.51% | 50 |
|