Clarius Group LLC’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 | $1.21M | Buy |
4,334
+697
| +19% | +$195K | 0.07% | 129 |
|
|
2025
Q1 | $940K | Hold |
3,637
| – | – | 0.06% | 150 |
|
|
2024
Q4 | $961K | Sell |
3,637
-756
| -17% | -$200K | 0.07% | 129 |
|
|
2024
Q3 | $1.16M | Sell |
4,393
-283
| -6% | -$74.7K | 0.08% | 111 |
|
|
2024
Q2 | $1.13M | Sell |
4,676
-126
| -3% | -$30.5K | 0.08% | 108 |
|
|
2024
Q1 | $1.2M | Sell |
4,802
-11,784
| -71% | -$2.94M | 0.08% | 103 |
|
|
2023
Q4 | $3.86M | Buy |
16,586
+4,570
| +38% | +$1.06M | 0.32% | 44 |
|
|
2023
Q3 | $2.5M | Buy |
12,016
+4,259
| +55% | +$887K | 0.24% | 54 |
|
|
2023
Q2 | $1.71M | Buy |
7,757
+52
| +0.7% | +$11.4K | 0.13% | 86 |
|
|
2023
Q1 | $1.63M | Buy |
7,705
+883
| +13% | +$186K | 0.14% | 83 |
|
|
2022
Q4 | $1.39M | Sell |
6,822
-394
| -5% | -$80.3K | 0.13% | 98 |
|
|
2022
Q3 | $1.36M | Buy |
7,216
+711
| +11% | +$134K | 0.14% | 93 |
|
|
2022
Q2 | $1.28M | Buy |
6,505
+1,686
| +35% | +$332K | 0.13% | 103 |
|
|
2022
Q1 | $1.23M | Hold |
4,819
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $1.23M | Buy |
4,819
+1,120
| +30% | +$285K | 0.1% | 111 |
|
|
2021
Q3 | $876K | Buy |
3,699
+2,699
| +270% | +$639K | 0.08% | 135 |
|
|
2021
Q2 | $237K | Hold |
1,000
| – | – | 0.02% | 362 |
|
|
2021
Q1 | $221K | Hold |
1,000
| – | – | 0.02% | 345 |
|
|
2020
Q4 | $207K | Buy |
+1,000
| New | +$207K | 0.02% | 327 |
|
|
2020
Q1 | – | Sell |
-1,102
| Closed | -$200K | – | 307 |
|
|
2019
Q4 | $200K | Buy |
+1,102
| New | +$200K | 0.03% | 286 |
|
|
2019
Q2 | – | Sell |
-1,286
| Closed | -$207K | – | 269 |
|
|
2019
Q1 | $207K | Buy |
+1,286
| New | +$207K | 0.05% | 202 |
|
|
2018
Q4 | – | Sell |
-1,263
| Closed | -$207K | – | 140 |
|
|
2018
Q3 | $207K | Buy |
+1,263
| New | +$207K | 0.07% | 116 |
|