Dakota 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 | $2.83M | Sell |
10,108
-20,065
| -66% | -$5.62M | 0.06% | 220 |
|
|
2025
Q1 | $7.8M | Sell |
30,173
-364
| -1% | -$94.1K | 0.18% | 108 |
|
|
2024
Q4 | $8.07M | Buy |
30,537
+949
| +3% | +$251K | 0.19% | 109 |
|
|
2024
Q3 | $7.81M | Sell |
29,588
-607
| -2% | -$160K | 0.18% | 115 |
|
|
2024
Q2 | $7.31M | Sell |
30,195
-4,396
| -13% | -$1.06M | 0.17% | 110 |
|
|
2024
Q1 | $8.64M | Buy |
34,591
+1,497
| +5% | +$374K | 0.21% | 96 |
|
|
2023
Q4 | $7.7M | Buy |
33,094
+1,022
| +3% | +$238K | 0.3% | 89 |
|
|
2023
Q3 | $6.68M | Buy |
32,072
+30,555
| +2,014% | +$6.36M | 0.29% | 91 |
|
|
2023
Q2 | $334K | Buy |
+1,517
| New | +$334K | 0.02% | 458 |
|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$414K | – | 631 |
|
|
2022
Q3 | $414K | Sell |
2,200
-344
| -14% | -$64.7K | 0.03% | 371 |
|
|
2022
Q2 | $501K | Buy |
2,544
+1,216
| +92% | +$239K | 0.05% | 280 |
|
|
2022
Q1 | $316K | Sell |
1,328
-457
| -26% | -$109K | 0.03% | 353 |
|
|
2021
Q4 | $455K | Buy |
+1,785
| New | +$455K | 0.05% | 248 |
|