Cooper Financial Group’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 | $305K | Sell |
1,091
-126
| -10% | -$35.3K | 0.04% | 298 |
|
|
2025
Q1 | $315K | Buy |
1,217
+70
| +6% | +$18.1K | 0.04% | 302 |
|
|
2024
Q4 | $303K | Buy |
1,147
+1
| +0.1% | +$264 | 0.04% | 308 |
|
|
2024
Q3 | $302K | Sell |
1,146
-53
| -4% | -$14K | 0.04% | 310 |
|
|
2024
Q2 | $290K | Sell |
1,199
-99
| -8% | -$24K | 0.04% | 306 |
|
|
2024
Q1 | $324K | Buy |
1,298
+193
| +17% | +$48.2K | 0.05% | 276 |
|
|
2023
Q4 | $257K | Sell |
1,105
-52
| -4% | -$12.1K | 0.05% | 294 |
|
|
2023
Q3 | $241K | Buy |
1,157
+46
| +4% | +$9.58K | 0.06% | 283 |
|
|
2023
Q2 | $245K | Buy |
1,111
+24
| +2% | +$5.28K | 0.06% | 279 |
|
|
2023
Q1 | $229K | Sell |
1,087
-38
| -3% | -$8.02K | 0.06% | 272 |
|
|
2022
Q4 | $229K | Buy |
1,125
+4
| +0.4% | +$815 | 0.07% | 262 |
|
|
2022
Q3 | $211K | Buy |
+1,121
| New | +$211K | 0.08% | 240 |
|
|
2021
Q4 | – | Sell |
-1,074
| Closed | -$254K | – | 274 |
|
|
2021
Q3 | $254K | Sell |
1,074
-310
| -22% | -$73.3K | 0.05% | 208 |
|
|
2021
Q2 | $328K | Sell |
1,384
-46
| -3% | -$10.9K | 0.07% | 173 |
|
|
2021
Q1 | $316K | Sell |
1,430
-12
| -0.8% | -$2.65K | 0.07% | 173 |
|
|
2020
Q4 | $298K | Buy |
+1,442
| New | +$298K | 0.06% | 219 |
|