BSW Wealth Partners’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 | $696K | Sell |
2,488
-117
| -4% | -$32.7K | 0.1% | 119 |
|
|
2025
Q1 | $674K | Buy |
2,605
+170
| +7% | +$44K | 0.1% | 122 |
|
|
2024
Q4 | $643K | Buy |
2,435
+185
| +8% | +$48.9K | 0.09% | 125 |
|
|
2024
Q3 | $594K | Sell |
2,250
-19
| -0.8% | -$5.01K | 0.09% | 126 |
|
|
2024
Q2 | $549K | Sell |
2,269
-203
| -8% | -$49.2K | 0.09% | 123 |
|
|
2024
Q1 | $618K | Sell |
2,472
-291
| -11% | -$72.7K | 0.1% | 116 |
|
|
2023
Q4 | $643K | Sell |
2,763
-1,005
| -27% | -$234K | 0.13% | 100 |
|
|
2023
Q3 | $785K | Buy |
3,768
+245
| +7% | +$51K | 0.17% | 76 |
|
|
2023
Q2 | $776K | Sell |
3,523
-7
| -0.2% | -$1.54K | 0.16% | 81 |
|
|
2023
Q1 | $745K | Sell |
3,530
-43
| -1% | -$9.07K | 0.15% | 98 |
|
|
2022
Q4 | $728K | Buy |
3,573
+941
| +36% | +$192K | 0.16% | 89 |
|
|
2022
Q3 | $495K | Buy |
2,632
+92
| +4% | +$17.3K | 0.12% | 115 |
|
|
2022
Q2 | $500K | Sell |
2,540
-75
| -3% | -$14.8K | 0.12% | 119 |
|
|
2022
Q1 | $622K | Sell |
2,615
-134
| -5% | -$31.9K | 0.16% | 105 |
|
|
2021
Q4 | $700K | Buy |
2,749
+230
| +9% | +$58.6K | 0.18% | 84 |
|
|
2021
Q3 | $596K | Sell |
2,519
-18
| -0.7% | -$4.26K | 0.17% | 89 |
|
|
2021
Q2 | $602K | Sell |
2,537
-360
| -12% | -$85.4K | 0.17% | 82 |
|
|
2021
Q1 | $641K | Sell |
2,897
-1,532
| -35% | -$339K | 0.19% | 70 |
|
|
2020
Q4 | $916K | Sell |
4,429
-56
| -1% | -$11.6K | 0.28% | 43 |
|
|
2020
Q3 | $791K | Sell |
4,485
-271
| -6% | -$47.8K | 0.3% | 41 |
|
|
2020
Q2 | $780K | Sell |
4,756
-687
| -13% | -$113K | 0.26% | 45 |
|
|
2020
Q1 | $717K | Sell |
5,443
-51
| -0.9% | -$6.72K | 0.3% | 42 |
|
|
2019
Q4 | $979K | Sell |
5,494
-25
| -0.5% | -$4.46K | 0.33% | 34 |
|
|
2019
Q3 | $925K | Sell |
5,519
-66
| -1% | -$11.1K | 0.36% | 32 |
|
|
2019
Q2 | $934K | Hold |
5,585
| – | – | 0.35% | 37 |
|
|
2019
Q1 | $898K | Sell |
5,585
-511
| -8% | -$82.2K | 0.36% | 34 |
|
|
2018
Q4 | $842K | Buy |
+6,096
| New | +$842K | 0.32% | 36 |
|
|
2018
Q1 | – | Sell |
-2,193
| Closed | -$339K | – | 95 |
|
|
2017
Q4 | $339K | Buy |
2,193
+17
| +0.8% | +$2.63K | 0.14% | 60 |
|
|
2017
Q3 | $320K | Hold |
2,176
| – | – | 0.14% | 56 |
|
|
2017
Q2 | $310K | Buy |
2,176
+14
| +0.6% | +$1.99K | 0.14% | 55 |
|
|
2017
Q1 | $301K | Sell |
2,162
-570
| -21% | -$79.4K | 0.15% | 54 |
|
|
2016
Q4 | $360K | Buy |
2,732
+2,380
| +676% | +$314K | 0.19% | 50 |
|
|
2016
Q3 | $2.72K | Sell |
352
-4,766
| -93% | -$36.8K | 0.09% | 64 |
|
|
2016
Q2 | $633K | Hold |
5,118
| – | – | 0.35% | 28 |
|
|
2016
Q1 | $620K | Sell |
5,118
-21,318
| -81% | -$2.58M | 0.35% | 30 |
|
|
2015
Q4 | $3.18M | Buy |
+26,436
| New | +$3.18M | 1.59% | 11 |
|