Clifford Swan Investment Counsel’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 | $339K | Hold |
1,213
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $314K | Buy |
1,213
+58
| +5% | +$15K | 0.01% | 260 |
|
|
2024
Q4 | $305K | Buy |
1,155
+3
| +0.3% | +$792 | 0.01% | 267 |
|
|
2024
Q3 | $304K | Buy |
1,152
+6
| +0.5% | +$1.58K | 0.01% | 269 |
|
|
2024
Q2 | $277K | Hold |
1,146
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $286K | Buy |
1,146
+4
| +0.4% | +$999 | 0.01% | 269 |
|
|
2023
Q4 | $266K | Buy |
1,142
+4
| +0.4% | +$931 | 0.01% | 273 |
|
|
2023
Q3 | $237K | Sell |
1,138
-22
| -2% | -$4.58K | 0.01% | 276 |
|
|
2023
Q2 | $255K | Buy |
1,160
+3
| +0.3% | +$661 | 0.01% | 276 |
|
|
2023
Q1 | $244K | Buy |
1,157
+3
| +0.3% | +$633 | 0.01% | 277 |
|
|
2022
Q4 | $235K | Buy |
1,154
+4
| +0.3% | +$815 | 0.01% | 283 |
|
|
2022
Q3 | $216K | Sell |
1,150
-37
| -3% | -$6.95K | 0.01% | 294 |
|
|
2022
Q2 | $234K | Sell |
1,187
-27
| -2% | -$5.32K | 0.01% | 300 |
|
|
2022
Q1 | $289K | Buy |
1,214
+2
| +0.2% | +$476 | 0.01% | 284 |
|
|
2021
Q4 | $309K | Buy |
1,212
+3
| +0.2% | +$765 | 0.01% | 281 |
|
|
2021
Q3 | $307K | Buy |
1,209
+3
| +0.2% | +$762 | 0.01% | 277 |
|
|
2021
Q2 | $290K | Buy |
1,206
+2
| +0.2% | +$481 | 0.01% | 278 |
|
|
2021
Q1 | $267K | Buy |
1,204
+2
| +0.2% | +$444 | 0.01% | 289 |
|
|
2020
Q4 | $248K | Buy |
1,202
+7
| +0.6% | +$1.44K | 0.01% | 289 |
|
|
2020
Q3 | $211K | Buy |
+1,195
| New | +$211K | 0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-1,187
| Closed | -$212K | – | 321 |
|
|
2019
Q4 | $212K | Buy |
+1,187
| New | +$212K | 0.01% | 304 |
|
|
2019
Q3 | – | Sell |
-1,508
| Closed | -$252K | – | 316 |
|
|
2019
Q2 | $252K | Buy |
1,508
+3
| +0.2% | +$501 | 0.01% | 276 |
|
|
2019
Q1 | $242K | Hold |
1,505
| – | – | 0.01% | 280 |
|
|
2018
Q4 | $208K | Sell |
1,505
-78
| -5% | -$10.8K | 0.01% | 285 |
|
|
2018
Q3 | $260K | Hold |
1,583
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $250K | Buy |
1,583
+2
| +0.1% | +$316 | 0.01% | 279 |
|
|
2018
Q1 | $244K | Buy |
1,581
+3
| +0.2% | +$463 | 0.01% | 276 |
|
|
2017
Q4 | $244K | Buy |
+1,578
| New | +$244K | 0.01% | 280 |
|