Destiny Wealth Partners’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 | $3.51M | Sell |
12,550
-8,798
| -41% | -$2.46M | 0.47% | 59 |
|
|
2025
Q1 | $5.52M | Buy |
21,348
+843
| +4% | +$218K | 0.88% | 41 |
|
|
2024
Q4 | $5.42M | Buy |
20,505
+427
| +2% | +$113K | 0.88% | 39 |
|
|
2024
Q3 | $5.3M | Buy |
20,078
+300
| +2% | +$79.1K | 0.93% | 38 |
|
|
2024
Q2 | $4.79M | Sell |
19,778
-323
| -2% | -$78.2K | 0.86% | 41 |
|
|
2024
Q1 | $5.02M | Sell |
20,101
-259
| -1% | -$64.7K | 0.9% | 43 |
|
|
2023
Q4 | $4.64M | Sell |
20,360
-1,921
| -9% | -$437K | 0.87% | 43 |
|
|
2023
Q3 | $4.64M | Sell |
22,281
-714
| -3% | -$149K | 0.94% | 39 |
|
|
2023
Q2 | $5.23M | Sell |
22,995
-492
| -2% | -$112K | 1% | 36 |
|
|
2023
Q1 | $4.95M | Buy |
23,487
+747
| +3% | +$158K | 1.02% | 31 |
|
|
2022
Q4 | $4.63M | Buy |
22,740
+1,039
| +5% | +$212K | 1% | 31 |
|
|
2022
Q3 | $4.08M | Sell |
21,701
-105
| -0.5% | -$19.7K | 0.92% | 36 |
|
|
2022
Q2 | $4.3M | Buy |
21,806
+835
| +4% | +$164K | 0.95% | 37 |
|
|
2022
Q1 | $4.99M | Buy |
20,971
+14,773
| +238% | +$3.51M | 0.97% | 35 |
|
|
2021
Q4 | $1.58M | Hold |
6,198
| – | – | 0.3% | 64 |
|
|
2021
Q3 | $1.47M | Sell |
6,198
-35
| -0.6% | -$8.28K | 0.29% | 67 |
|
|
2021
Q2 | $1.48M | Hold |
6,233
| – | – | 0.28% | 73 |
|
|
2021
Q1 | $1.38M | Sell |
6,233
-55
| -0.9% | -$12.2K | 0.29% | 65 |
|
|
2020
Q4 | $1.3M | Buy |
+6,288
| New | +$1.3M | 0.27% | 62 |
|