Delta Financial Advisors’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 | $1.14M | Sell |
4,058
-40
| -1% | -$11.2K | 0.4% | 66 |
|
2025
Q1 | $1.06M | Buy |
4,098
+7
| +0.2% | +$1.81K | 0.4% | 70 |
|
2024
Q4 | $1.08M | Sell |
4,091
-76
| -2% | -$20.1K | 0.4% | 66 |
|
2024
Q3 | $1.1M | Buy |
4,167
+9
| +0.2% | +$2.37K | 0.4% | 72 |
|
2024
Q2 | $1.01M | Hold |
4,158
| – | – | 0.39% | 69 |
|
2024
Q1 | $1.04M | Buy |
4,158
+5
| +0.1% | +$1.25K | 0.41% | 71 |
|
2023
Q4 | $966K | Sell |
4,153
-108
| -3% | -$25.1K | 0.42% | 70 |
|
2023
Q3 | $887K | Sell |
4,261
-37
| -0.9% | -$7.7K | 0.4% | 74 |
|
2023
Q2 | $946K | Buy |
4,298
+6
| +0.1% | +$1.32K | 0.42% | 72 |
|
2023
Q1 | $905K | Buy |
4,292
+5
| +0.1% | +$1.06K | 0.44% | 72 |
|
2022
Q4 | $874K | Buy |
4,287
+7
| +0.2% | +$1.43K | 0.42% | 74 |
|
2022
Q3 | $805K | Buy |
4,280
+6
| +0.1% | +$1.13K | 0.43% | 76 |
|
2022
Q2 | $842K | Buy |
4,274
+4
| +0.1% | +$788 | 0.42% | 77 |
|
2022
Q1 | $1.02M | Buy |
4,270
+4
| +0.1% | +$952 | 0.43% | 71 |
|
2021
Q4 | $1.09M | Buy |
4,266
+5
| +0.1% | +$1.27K | 0.44% | 69 |
|
2021
Q3 | $1.01M | Buy |
4,261
+85
| +2% | +$20.1K | 0.45% | 72 |
|
2021
Q2 | $991K | Buy |
4,176
+44
| +1% | +$10.4K | 0.44% | 72 |
|
2021
Q1 | $915K | Buy |
4,132
+4
| +0.1% | +$886 | 0.43% | 74 |
|
2020
Q4 | $854K | Buy |
4,128
+12
| +0.3% | +$2.48K | 0.43% | 77 |
|
2020
Q3 | $726K | Sell |
4,116
-9
| -0.2% | -$1.59K | 0.4% | 79 |
|
2020
Q2 | $676K | Sell |
4,125
-41
| -1% | -$6.72K | 0.4% | 76 |
|
2020
Q1 | $549K | Sell |
4,166
-1,975
| -32% | -$260K | 0.38% | 78 |
|
2019
Q4 | $1.09M | Buy |
6,141
+1
| +0% | +$178 | 0.43% | 70 |
|
2019
Q3 | $1.03M | Buy |
6,140
+423
| +7% | +$70.9K | 0.42% | 79 |
|
2019
Q2 | $956K | Buy |
+5,717
| New | +$956K | 0.39% | 82 |
|