C.M. Bidwell & Associates’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 | $182K | Sell |
650
-28
| -4% | -$7.84K | 0.09% | 136 |
|
2025
Q1 | $175K | Sell |
678
-96
| -12% | -$24.8K | 0.11% | 130 |
|
2024
Q4 | $205K | Sell |
774
-25
| -3% | -$6.61K | 0.12% | 121 |
|
2024
Q3 | $211K | Hold |
799
| – | – | 0.13% | 118 |
|
2024
Q2 | $194K | Hold |
799
| – | – | 0.13% | 118 |
|
2024
Q1 | $200K | Hold |
799
| – | – | 0.14% | 117 |
|
2023
Q4 | $186K | Hold |
799
| – | – | 0.14% | 117 |
|
2023
Q3 | $166K | Hold |
799
| – | – | 0.13% | 137 |
|
2023
Q2 | $176K | Hold |
799
| – | – | 0.13% | 137 |
|
2023
Q1 | $169K | Hold |
799
| – | – | 0.13% | 136 |
|
2022
Q4 | $163K | Sell |
799
-725
| -48% | -$148K | 0.13% | 145 |
|
2022
Q3 | $287K | Hold |
1,524
| – | – | 0.24% | 73 |
|
2022
Q2 | $300K | Hold |
1,524
| – | – | 0.24% | 68 |
|
2022
Q1 | $363K | Sell |
1,524
-9
| -0.6% | -$2.14K | 0.24% | 69 |
|
2021
Q4 | $391K | Hold |
1,533
| – | – | 0.24% | 70 |
|
2021
Q3 | $363K | Hold |
1,533
| – | – | 0.24% | 64 |
|
2021
Q2 | $364K | Buy |
1,533
+762
| +99% | +$181K | 0.24% | 67 |
|
2021
Q1 | $171K | Buy |
771
+319
| +71% | +$70.8K | 0.12% | 164 |
|
2020
Q4 | $93K | Sell |
452
-94
| -17% | -$19.3K | 0.08% | 241 |
|
2020
Q3 | $96K | Buy |
+546
| New | +$96K | 0.09% | 218 |
|
2018
Q1 | – | Sell |
-4,585
| Closed | -$710K | – | 440 |
|
2017
Q4 | $710K | Buy |
+4,585
| New | +$710K | 0.61% | 42 |
|