DK
David Kennon’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
37,879
-61
| -0.2% | -$17.1K | 3.96% | 7 |
|
|
2025
Q1 | $9.81M | Sell |
37,940
-741
| -2% | -$192K | 3.91% | 7 |
|
|
2024
Q4 | $10.2M | Buy |
38,681
+195
| +0.5% | +$51.5K | 4.03% | 7 |
|
|
2024
Q3 | $10.2M | Buy |
38,486
+368
| +1% | +$97.1K | 4% | 7 |
|
|
2024
Q2 | $9.23M | Buy |
38,118
+206
| +0.5% | +$49.9K | 3.88% | 7 |
|
|
2024
Q1 | $9.47M | Sell |
37,912
-4,125
| -10% | -$1.03M | 4.05% | 7 |
|
|
2023
Q4 | $9.78M | Sell |
42,037
-266
| -0.6% | -$61.9K | 4.38% | 7 |
|
|
2023
Q3 | $8.81M | Buy |
42,303
+781
| +2% | +$163K | 4.22% | 7 |
|
|
2023
Q2 | $9.14M | Buy |
41,522
+851
| +2% | +$187K | 4.26% | 7 |
|
|
2023
Q1 | $8.58M | Sell |
40,671
-15,081
| -27% | -$3.18M | 4.19% | 7 |
|
|
2022
Q4 | $11.4M | Sell |
55,752
-870
| -2% | -$177K | 5.92% | 4 |
|
|
2022
Q3 | $10.6M | Buy |
+56,622
| New | +$10.6M | 5.85% | 4 |
|