Byrne Asset 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 | $212K | Buy |
+757
| New | +$212K | 0.14% | 110 |
|
2025
Q1 | – | Sell |
-1,131
| Closed | -$299K | – | 88 |
|
2024
Q4 | $299K | Sell |
1,131
-19
| -2% | -$5.02K | 0.21% | 85 |
|
2024
Q3 | $303K | Buy |
1,150
+4
| +0.3% | +$1.06K | 0.21% | 90 |
|
2024
Q2 | $278K | Sell |
1,146
-31
| -3% | -$7.51K | 0.2% | 93 |
|
2024
Q1 | $294K | Hold |
1,177
| – | – | 0.2% | 95 |
|
2023
Q4 | $275K | Buy |
1,177
+5
| +0.4% | +$1.17K | 0.21% | 98 |
|
2023
Q3 | $244K | Sell |
1,172
-9
| -0.8% | -$1.87K | 0.2% | 95 |
|
2023
Q2 | $260K | Sell |
1,181
-161
| -12% | -$35.4K | 0.17% | 129 |
|
2023
Q1 | $283K | Sell |
1,342
-34
| -2% | -$7.17K | 0.2% | 115 |
|
2022
Q4 | $280K | Buy |
1,376
+59
| +4% | +$12K | 0.2% | 113 |
|
2022
Q3 | $248K | Sell |
1,317
-6
| -0.5% | -$1.13K | 0.19% | 105 |
|
2022
Q2 | $261K | Sell |
1,323
-290
| -18% | -$57.2K | 0.19% | 92 |
|
2022
Q1 | $384K | Sell |
1,613
-113
| -7% | -$26.9K | 0.24% | 84 |
|
2021
Q4 | $440K | Buy |
+1,726
| New | +$440K | 0.29% | 82 |
|