Concord Wealth Partners’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 | $102K | Buy |
365
+63
| +21% | +$17.6K | 0.01% | 266 |
|
|
2025
Q1 | $78K | Buy |
302
+2
| +0.7% | +$517 | 0.01% | 267 |
|
|
2024
Q4 | $79.3K | Buy |
300
+1
| +0.3% | +$264 | 0.01% | 274 |
|
|
2024
Q3 | $78.9K | Buy |
299
+2
| +0.7% | +$528 | 0.01% | 279 |
|
|
2024
Q2 | $71.9K | Hold |
297
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $74.2K | Buy |
297
+1
| +0.3% | +$250 | 0.01% | 302 |
|
|
2023
Q4 | $68.8K | Sell |
296
-7
| -2% | -$1.63K | 0.01% | 313 |
|
|
2023
Q3 | $63.2K | Buy |
303
+10
| +3% | +$2.08K | 0.01% | 343 |
|
|
2023
Q2 | $64.5K | Buy |
293
+1
| +0.3% | +$220 | 0.01% | 324 |
|
|
2023
Q1 | $61.6K | Sell |
292
-38
| -12% | -$8.02K | 0.02% | 317 |
|
|
2022
Q4 | $67.3K | Buy |
+330
| New | +$67.3K | 0.02% | 318 |
|
|
2022
Q3 | – | Sell |
-209
| Closed | -$41K | – | 1121 |
|
|
2022
Q2 | $41K | Buy |
209
+8
| +4% | +$1.57K | 0.01% | 406 |
|
|
2022
Q1 | $48K | Buy |
201
+1
| +0.5% | +$239 | 0.01% | 453 |
|
|
2021
Q4 | $51K | Buy |
200
+169
| +545% | +$43.1K | 0.01% | 453 |
|
|
2021
Q3 | $7K | Sell |
31
-5
| -14% | -$1.13K | ﹤0.01% | 540 |
|
|
2021
Q2 | $9K | Hold |
36
| – | – | ﹤0.01% | 643 |
|
|
2021
Q1 | $8K | Hold |
36
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $7K | Buy |
+36
| New | +$7K | 0.01% | 394 |
|