Detalus 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 | $890K | Hold |
3,179
| – | – | 0.26% | 56 |
|
|
2025
Q1 | $822K | Buy |
3,179
+1,686
| +113% | +$436K | 0.26% | 56 |
|
|
2024
Q4 | $394K | Sell |
1,493
-48
| -3% | -$12.7K | 0.13% | 90 |
|
|
2024
Q3 | $406K | Sell |
1,541
-90
| -6% | -$23.7K | 0.14% | 90 |
|
|
2024
Q2 | $395K | Buy |
1,631
+348
| +27% | +$84.2K | 0.14% | 89 |
|
|
2024
Q1 | $320K | Sell |
1,283
-35
| -3% | -$8.74K | 0.11% | 103 |
|
|
2023
Q4 | $307K | Sell |
1,318
-54
| -4% | -$12.6K | 0.12% | 104 |
|
|
2023
Q3 | $286K | Sell |
1,372
-369
| -21% | -$76.9K | 0.13% | 106 |
|
|
2023
Q2 | $383K | Buy |
1,741
+496
| +40% | +$109K | 0.17% | 88 |
|
|
2023
Q1 | $263K | Buy |
1,245
+257
| +26% | +$54.2K | 0.13% | 110 |
|
|
2022
Q4 | $201K | Buy |
+988
| New | +$201K | 0.1% | 125 |
|