Buck Wealth Strategies’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 | $22.4M | Buy |
79,889
+11,341
| +17% | +$3.17M | 3.41% | 4 |
|
|
2025
Q1 | $17.7M | Buy |
68,548
+16,310
| +31% | +$4.22M | 3.22% | 4 |
|
|
2024
Q4 | $13.8M | Buy |
52,238
+23,237
| +80% | +$6.14M | 2.87% | 8 |
|
|
2024
Q3 | $7.65M | Sell |
29,001
-1,317
| -4% | -$347K | 2.41% | 15 |
|
|
2024
Q2 | $7.34M | Buy |
+30,318
| New | +$7.34M | 2.17% | 20 |
|
|
2024
Q1 | – | Sell |
-26,952
| Closed | -$6.27M | – | 103 |
|
|
2023
Q4 | $6.27M | Buy |
26,952
+772
| +3% | +$180K | 2.32% | 27 |
|
|
2023
Q3 | $5.45M | Sell |
26,180
-175
| -0.7% | -$36.4K | 2.19% | 23 |
|
|
2023
Q2 | $5.68M | Buy |
26,355
+3,168
| +14% | +$683K | 2.46% | 14 |
|
|
2023
Q1 | $4.77M | Buy |
+23,187
| New | +$4.77M | 2.33% | 23 |
|
|
2022
Q3 | $4.95M | Buy |
+23,758
| New | +$4.95M | 2.31% | 25 |
|