Defined 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 | $2.35M | Sell |
8,402
-17
| -0.2% | -$4.76K | 1.45% | 23 |
|
|
2025
Q1 | $2.18M | Sell |
8,419
-193
| -2% | -$49.9K | 1.46% | 21 |
|
|
2024
Q4 | $2.27M | Sell |
8,612
-41
| -0.5% | -$10.8K | 1.51% | 21 |
|
|
2024
Q3 | $2.28M | Buy |
8,653
+37
| +0.4% | +$9.76K | 1.48% | 20 |
|
|
2024
Q2 | $2.09M | Sell |
8,616
-34
| -0.4% | -$8.23K | 1.45% | 21 |
|
|
2024
Q1 | $2.16M | Sell |
8,650
-12
| -0.1% | -$3K | 1.55% | 18 |
|
|
2023
Q4 | $2.02M | Sell |
8,662
-20
| -0.2% | -$4.65K | 1.54% | 20 |
|
|
2023
Q3 | $1.81M | Buy |
8,682
+180
| +2% | +$37.5K | 1.54% | 18 |
|
|
2023
Q2 | $1.87M | Buy |
8,502
+649
| +8% | +$143K | 1.58% | 19 |
|
|
2023
Q1 | $1.66M | Buy |
7,853
+214
| +3% | +$45.1K | 1.55% | 20 |
|
|
2022
Q4 | $1.56M | Sell |
7,639
-1,043
| -12% | -$213K | 1.46% | 18 |
|
|
2022
Q3 | $1.63M | Buy |
8,682
+261
| +3% | +$49.1K | 1.78% | 14 |
|
|
2022
Q2 | $1.66M | Sell |
8,421
-145
| -2% | -$28.6K | 1.7% | 15 |
|
|
2022
Q1 | $2.04M | Sell |
8,566
-2,438
| -22% | -$580K | 1.79% | 15 |
|
|
2021
Q4 | $2.8M | Buy |
11,004
+369
| +3% | +$94K | 2.29% | 12 |
|
|
2021
Q3 | $2.52M | Hold |
10,635
| – | – | 2.23% | 12 |
|
|
2021
Q2 | $2.52M | Buy |
10,635
+32
| +0.3% | +$7.6K | 2.24% | 13 |
|
|
2021
Q1 | $2.35M | Buy |
10,603
+2,376
| +29% | +$526K | 2.22% | 14 |
|
|
2020
Q4 | $1.7M | Buy |
+8,227
| New | +$1.7M | 1.68% | 16 |
|