Callan Family Office’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 | $1.38M | Sell |
4,925
-165
| -3% | -$46.2K | 0.04% | 338 |
|
|
2025
Q1 | $1.32M | Buy |
5,090
+560
| +12% | +$145K | 0.1% | 176 |
|
|
2024
Q4 | $1.2M | Buy |
4,530
+22
| +0.5% | +$5.81K | 0.08% | 218 |
|
|
2024
Q3 | $1.19M | Buy |
4,508
+1,479
| +49% | +$390K | 0.2% | 61 |
|
|
2024
Q2 | $733K | Buy |
3,029
+1,795
| +145% | +$435K | 0.14% | 68 |
|
|
2024
Q1 | $308K | Hold |
1,234
| – | – | 0.07% | 76 |
|
|
2023
Q4 | $287K | Sell |
1,234
-100
| -7% | -$23.3K | 0.07% | 79 |
|
|
2023
Q3 | $278K | Buy |
1,334
+298
| +29% | +$62.1K | 0.07% | 74 |
|
|
2023
Q2 | $228K | Buy |
+1,036
| New | +$228K | 0.06% | 99 |
|
|
2023
Q1 | – | Sell |
-2,492
| Closed | -$508K | – | 159 |
|
|
2022
Q4 | $508K | Buy |
+2,492
| New | +$508K | 0.16% | 59 |
|