Cornerstone Wealth 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 | $4.04M | Buy |
14,439
+559
| +4% | +$156K | 0.25% | 98 |
|
|
2025
Q1 | $3.59M | Sell |
13,880
-615
| -4% | -$159K | 0.24% | 97 |
|
|
2024
Q4 | $3.83M | Buy |
14,495
+1,027
| +8% | +$271K | 0.26% | 89 |
|
|
2024
Q3 | $3.55M | Buy |
13,468
+53
| +0.4% | +$14K | 0.25% | 90 |
|
|
2024
Q2 | $3.25M | Buy |
13,415
+764
| +6% | +$185K | 0.25% | 95 |
|
|
2024
Q1 | $3.16M | Buy |
12,651
+232
| +2% | +$58K | 0.26% | 89 |
|
|
2023
Q4 | $2.89M | Sell |
12,419
-288
| -2% | -$67K | 0.25% | 96 |
|
|
2023
Q3 | $2.65M | Buy |
12,707
+389
| +3% | +$81K | 0.25% | 98 |
|
|
2023
Q2 | $2.71M | Buy |
12,318
+3,303
| +37% | +$727K | 0.24% | 97 |
|
|
2023
Q1 | $1.9M | Buy |
+9,015
| New | +$1.9M | 0.19% | 117 |
|
|
2022
Q3 | $1.39M | Buy |
7,408
+767
| +12% | +$144K | 0.16% | 126 |
|
|
2022
Q2 | $1.31M | Buy |
6,641
+917
| +16% | +$181K | 0.15% | 132 |
|
|
2022
Q1 | $1.36M | Sell |
5,724
-422
| -7% | -$100K | 0.13% | 142 |
|
|
2021
Q4 | $1.58M | Buy |
6,146
+560
| +10% | +$144K | 0.15% | 138 |
|
|
2021
Q3 | $1.32M | Buy |
5,586
+688
| +14% | +$163K | 0.14% | 149 |
|
|
2021
Q2 | $1.16M | Buy |
4,898
+304
| +7% | +$72.2K | 0.12% | 167 |
|
|
2021
Q1 | $1.02M | Sell |
4,594
-97
| -2% | -$21.5K | 0.12% | 170 |
|
|
2020
Q4 | $970K | Buy |
4,691
+100
| +2% | +$20.7K | 0.12% | 160 |
|
|
2020
Q3 | $809K | Sell |
4,591
-301
| -6% | -$53K | 0.12% | 166 |
|
|
2020
Q2 | $802K | Sell |
4,892
-2,697
| -36% | -$442K | 0.13% | 161 |
|
|
2020
Q1 | $999K | Sell |
7,589
-558
| -7% | -$73.5K | 0.19% | 102 |
|
|
2019
Q4 | $1.45M | Buy |
8,147
+564
| +7% | +$101K | 0.24% | 81 |
|
|
2019
Q3 | $1.27M | Buy |
7,583
+715
| +10% | +$120K | 0.22% | 91 |
|
|
2019
Q2 | $1.16M | Buy |
6,868
+587
| +9% | +$98.7K | 0.21% | 104 |
|
|
2019
Q1 | $3.18M | Buy |
6,281
+476
| +8% | +$241K | 0.39% | 58 |
|
|
2018
Q4 | $802K | Sell |
5,805
-697,290
| -99% | -$96.3M | 0.17% | 128 |
|
|
2018
Q3 | $4.75M | Sell |
703,095
-105,263
| -13% | -$711K | 0.06% | 305 |
|
|
2018
Q2 | $5.12M | Buy |
808,358
+803,376
| +16,126% | +$5.09M | 0.06% | 313 |
|
|
2018
Q1 | $750K | Buy |
4,982
+505
| +11% | +$76K | 0.14% | 142 |
|
|
2017
Q4 | $711K | Sell |
4,477
-269
| -6% | -$42.7K | 0.13% | 157 |
|
|
2017
Q3 | $701K | Sell |
4,746
-3,968
| -46% | -$586K | 0.15% | 143 |
|
|
2017
Q2 | $1.25M | Buy |
8,714
+1,192
| +16% | +$171K | 0.28% | 80 |
|
|
2017
Q1 | $1.04M | Buy |
7,522
+2,539
| +51% | +$351K | 0.26% | 86 |
|
|
2016
Q4 | $661K | Buy |
4,983
+2,101
| +73% | +$279K | 0.21% | 95 |
|
|
2016
Q3 | $368K | Buy |
+2,882
| New | +$368K | 0.14% | 151 |
|