Chapin Davis’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 | $1.17M | Buy |
4,167
+132
| +3% | +$36.9K | 0.32% | 71 |
|
2025
Q1 | $1.04M | Sell |
4,035
-153
| -4% | -$39.6K | 0.36% | 66 |
|
2024
Q4 | $1.1M | Hold |
4,188
| – | – | 0.36% | 68 |
|
2024
Q3 | $1.1M | Buy |
4,188
+53
| +1% | +$14K | 0.36% | 69 |
|
2024
Q2 | $1M | Buy |
4,135
+8
| +0.2% | +$1.94K | 0.34% | 68 |
|
2024
Q1 | $1.03M | Buy |
4,127
+130
| +3% | +$32.5K | 0.38% | 65 |
|
2023
Q4 | $930K | Hold |
3,997
| – | – | 0.39% | 65 |
|
2023
Q3 | $832K | Buy |
3,997
+531
| +15% | +$111K | 0.4% | 66 |
|
2023
Q2 | $763K | Buy |
3,466
+88
| +3% | +$19.4K | 0.36% | 75 |
|
2023
Q1 | $713K | Buy |
3,378
+942
| +39% | +$199K | 0.37% | 75 |
|
2022
Q4 | $496K | Buy |
+2,436
| New | +$496K | 0.29% | 93 |
|