Culbertson A N & Co’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 | $6.57M | Sell |
23,482
-50
| -0.2% | -$14K | 1.01% | 31 |
|
|
2025
Q1 | $6.09M | Sell |
23,532
-295
| -1% | -$76.3K | 0.97% | 32 |
|
|
2024
Q4 | $6.29M | Buy |
23,827
+7
| +0% | +$1.85K | 1% | 32 |
|
|
2024
Q3 | $6.28M | Buy |
23,820
+710
| +3% | +$187K | 1.01% | 30 |
|
|
2024
Q2 | $5.59M | Sell |
23,110
-370
| -2% | -$89.6K | 0.98% | 31 |
|
|
2024
Q1 | $5.87M | Buy |
23,480
+25
| +0.1% | +$6.25K | 1.01% | 32 |
|
|
2023
Q4 | $5.46M | Buy |
23,455
+220
| +0.9% | +$51.2K | 1.01% | 32 |
|
|
2023
Q3 | $4.84M | Sell |
23,235
-13
| -0.1% | -$2.71K | 0.97% | 34 |
|
|
2023
Q2 | $5.12M | Sell |
23,248
-129
| -0.6% | -$28.4K | 0.99% | 33 |
|
|
2023
Q1 | $4.93M | Sell |
23,377
-190
| -0.8% | -$40.1K | 1.01% | 34 |
|
|
2022
Q4 | $4.8M | Sell |
23,567
-500
| -2% | -$102K | 1.01% | 33 |
|
|
2022
Q3 | $4.52M | Sell |
24,067
-405
| -2% | -$76.1K | 1.05% | 32 |
|
|
2022
Q2 | $4.82M | Buy |
24,472
+5
| +0% | +$985 | 1.05% | 33 |
|
|
2022
Q1 | $5.82M | Buy |
24,467
+128
| +0.5% | +$30.4K | 1.1% | 32 |
|
|
2021
Q4 | $6.2M | Sell |
24,339
-1,466
| -6% | -$373K | 1.17% | 29 |
|
|
2021
Q3 | $6.11M | Buy |
25,805
+6,625
| +35% | +$1.57M | 1.25% | 29 |
|
|
2021
Q2 | $4.55M | Buy |
19,180
+1,152
| +6% | +$273K | 0.95% | 37 |
|
|
2021
Q1 | $3.99M | Buy |
18,028
+630
| +4% | +$139K | 0.88% | 43 |
|
|
2020
Q4 | $3.6M | Buy |
17,398
+1,230
| +8% | +$254K | 0.86% | 40 |
|
|
2020
Q3 | $2.85M | Buy |
16,168
+1,331
| +9% | +$235K | 0.75% | 46 |
|
|
2020
Q2 | $2.43M | Buy |
14,837
+185
| +1% | +$30.3K | 0.67% | 48 |
|
|
2020
Q1 | $1.93M | Buy |
14,652
+958
| +7% | +$126K | 0.62% | 52 |
|
|
2019
Q4 | $2.44M | Buy |
13,694
+1,236
| +10% | +$220K | 0.63% | 53 |
|
|
2019
Q3 | $2.09M | Buy |
12,458
+670
| +6% | +$112K | 0.57% | 56 |
|
|
2019
Q2 | $1.97M | Buy |
11,788
+127
| +1% | +$21.2K | 0.55% | 55 |
|
|
2019
Q1 | $1.88M | Buy |
11,661
+525
| +5% | +$84.4K | 0.54% | 56 |
|
|
2018
Q4 | $1.54M | Sell |
11,136
-115
| -1% | -$15.9K | 0.49% | 56 |
|
|
2018
Q3 | $1.85M | Buy |
11,251
+3,405
| +43% | +$559K | 0.5% | 57 |
|
|
2018
Q2 | $1.24M | Buy |
7,846
+480
| +7% | +$75.7K | 0.37% | 67 |
|
|
2018
Q1 | $1.14M | Buy |
7,366
+706
| +11% | +$109K | 0.34% | 70 |
|
|
2017
Q4 | $1.03M | Buy |
6,660
+80
| +1% | +$12.4K | 0.29% | 73 |
|
|
2017
Q3 | $967K | Buy |
6,580
+560
| +9% | +$82.3K | 0.3% | 73 |
|
|
2017
Q2 | $858K | Buy |
6,020
+645
| +12% | +$91.9K | 0.27% | 71 |
|
|
2017
Q1 | $748K | Buy |
5,375
+550
| +11% | +$76.5K | 0.24% | 75 |
|
|
2016
Q4 | $635K | Sell |
4,825
-18
| -0.4% | -$2.37K | 0.22% | 75 |
|
|
2016
Q3 | $627K | Buy |
4,843
+138
| +3% | +$17.9K | 0.22% | 74 |
|
|
2016
Q2 | $582K | Buy |
4,705
+2,824
| +150% | +$349K | 0.22% | 74 |
|
|
2016
Q1 | $228K | Buy |
+1,881
| New | +$228K | 0.09% | 77 |
|