Clear Creek Financial Management’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 | $2.35M | Sell |
8,381
-1,217
| -13% | -$341K | 0.22% | 104 |
|
|
2025
Q1 | $2.48M | Buy |
9,598
+4,947
| +106% | +$1.28M | 0.26% | 85 |
|
|
2024
Q4 | $1.23M | Buy |
4,651
+292
| +7% | +$77.1K | 0.13% | 152 |
|
|
2024
Q3 | $1.15M | Buy |
4,359
+293
| +7% | +$77.3K | 0.13% | 158 |
|
|
2024
Q2 | $984K | Sell |
4,066
-176
| -4% | -$42.6K | 0.12% | 157 |
|
|
2024
Q1 | $1.06M | Buy |
4,242
+86
| +2% | +$21.5K | 0.14% | 140 |
|
|
2023
Q4 | $967K | Buy |
4,156
+2,379
| +134% | +$553K | 0.15% | 115 |
|
|
2023
Q3 | $370K | Buy |
1,777
+15
| +0.9% | +$3.12K | 0.06% | 209 |
|
|
2023
Q2 | $388K | Sell |
1,762
-52
| -3% | -$11.4K | 0.07% | 210 |
|
|
2023
Q1 | $383K | Buy |
1,814
+87
| +5% | +$18.4K | 0.07% | 194 |
|
|
2022
Q4 | $352K | Sell |
1,727
-175
| -9% | -$35.7K | 0.08% | 189 |
|
|
2022
Q3 | $358K | Sell |
1,902
-633
| -25% | -$119K | 0.08% | 174 |
|
|
2022
Q2 | $499K | Sell |
2,535
-368
| -13% | -$72.4K | 0.1% | 154 |
|
|
2022
Q1 | $690K | Sell |
2,903
-418
| -13% | -$99.4K | 0.11% | 155 |
|
|
2021
Q4 | $846K | Buy |
3,321
+64
| +2% | +$16.3K | 0.13% | 138 |
|
|
2021
Q3 | $771K | Buy |
3,257
+103
| +3% | +$24.4K | 0.12% | 154 |
|
|
2021
Q2 | $749K | Buy |
+3,154
| New | +$749K | 0.12% | 154 |
|
|
2021
Q1 | – | Sell |
-2,804
| Closed | -$579K | – | 255 |
|
|
2020
Q4 | $579K | Sell |
2,804
-58,304
| -95% | -$12M | 0.11% | 170 |
|
|
2020
Q3 | $10.8M | Buy |
61,108
+57,490
| +1,589% | +$10.1M | 0.49% | 41 |
|
|
2020
Q2 | $593K | Buy |
3,618
+2,064
| +133% | +$338K | 0.15% | 103 |
|
|
2020
Q1 | $225K | Buy |
+1,554
| New | +$225K | 0.09% | 141 |
|