Collective Family Office’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 | $920K | Sell |
3,289
-84
| -2% | -$23.5K | 0.24% | 81 |
|
|
2025
Q1 | $872K | Sell |
3,373
-14
| -0.4% | -$3.62K | 0.24% | 77 |
|
|
2024
Q4 | $895K | Sell |
3,387
-120
| -3% | -$31.7K | 0.25% | 81 |
|
|
2024
Q3 | $925K | Sell |
3,507
-110
| -3% | -$29K | 0.25% | 79 |
|
|
2024
Q2 | $876K | Buy |
3,617
+580
| +19% | +$140K | 0.26% | 83 |
|
|
2024
Q1 | $759K | Buy |
3,037
+91
| +3% | +$22.7K | 0.25% | 85 |
|
|
2023
Q4 | $685K | Hold |
2,946
| – | – | 0.24% | 83 |
|
|
2023
Q3 | $613K | Hold |
2,946
| – | – | 0.24% | 83 |
|
|
2023
Q2 | $649K | Buy |
2,946
+3
| +0.1% | +$660 | 0.25% | 85 |
|
|
2023
Q1 | $621K | Buy |
2,943
+18
| +0.6% | +$3.8K | 0.26% | 85 |
|
|
2022
Q4 | $596K | Sell |
2,925
-2,203
| -43% | -$449K | 0.27% | 82 |
|
|
2022
Q3 | $964K | Sell |
5,128
-235
| -4% | -$44.2K | 0.48% | 55 |
|
|
2022
Q2 | $1.06M | Buy |
5,363
+1,714
| +47% | +$337K | 0.46% | 62 |
|
|
2022
Q1 | $868K | Sell |
3,649
-2,853
| -44% | -$679K | 0.33% | 82 |
|
|
2021
Q4 | $1.66M | Hold |
6,502
| – | – | 0.65% | 44 |
|
|
2021
Q3 | $1.54M | Buy |
6,502
+1,736
| +36% | +$411K | 0.66% | 41 |
|
|
2021
Q2 | $1.13M | Hold |
4,766
| – | – | 0.48% | 57 |
|
|
2021
Q1 | $1.06M | Sell |
4,766
-978
| -17% | -$216K | 0.52% | 55 |
|
|
2020
Q4 | $1.19M | Buy |
+5,744
| New | +$1.19M | 0.66% | 43 |
|