Claro Advisors’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 | $523K | Sell |
1,870
-32
| -2% | -$8.96K | 0.09% | 203 |
|
|
2025
Q1 | $492K | Buy |
1,902
+471
| +33% | +$122K | 0.07% | 269 |
|
|
2024
Q4 | $378K | Sell |
1,431
-58
| -4% | -$15.3K | 0.05% | 299 |
|
|
2024
Q3 | $393K | Buy |
1,489
+27
| +2% | +$7.12K | 0.05% | 307 |
|
|
2024
Q2 | $354K | Sell |
1,462
-480
| -25% | -$116K | 0.06% | 290 |
|
|
2024
Q1 | $485K | Buy |
1,942
+306
| +19% | +$76.5K | 0.08% | 243 |
|
|
2023
Q4 | $381K | Buy |
1,636
+311
| +23% | +$72.4K | 0.08% | 256 |
|
|
2023
Q3 | $276K | Buy |
1,325
+256
| +24% | +$53.3K | 0.07% | 281 |
|
|
2023
Q2 | $235K | Sell |
1,069
-444
| -29% | -$97.7K | 0.06% | 311 |
|
|
2023
Q1 | $319K | Buy |
1,513
+2
| +0.1% | +$422 | 0.09% | 241 |
|
|
2022
Q4 | $308K | Buy |
1,511
+383
| +34% | +$78.1K | 0.1% | 224 |
|
|
2022
Q3 | $222K | Hold |
1,128
| – | – | 0.09% | 234 |
|
|
2022
Q2 | $222K | Buy |
+1,128
| New | +$222K | 0.09% | 234 |
|