DI
Disciplined Investments’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
2,401
-338
| -12% | -$94.6K | 0.28% | 67 |
|
|
2025
Q1 | $708K | Buy |
2,739
+280
| +11% | +$72.4K | 0.33% | 66 |
|
|
2024
Q4 | $649K | Buy |
2,459
+750
| +44% | +$198K | 0.32% | 71 |
|
|
2024
Q3 | $451K | Sell |
1,709
-18
| -1% | -$4.75K | 0.22% | 83 |
|
|
2024
Q2 | $418K | Sell |
1,727
-17
| -1% | -$4.12K | 0.22% | 83 |
|
|
2024
Q1 | $436K | Buy |
1,744
+159
| +10% | +$39.7K | 0.24% | 81 |
|
|
2023
Q4 | $369K | Buy |
1,585
+1
| +0.1% | +$233 | 0.22% | 83 |
|
|
2023
Q3 | $330K | Sell |
1,584
-15
| -0.9% | -$3.12K | 0.2% | 90 |
|
|
2023
Q2 | $352K | Sell |
1,599
-2,520
| -61% | -$555K | 0.19% | 93 |
|
|
2023
Q1 | $869K | Sell |
4,119
-13
| -0.3% | -$2.74K | 0.37% | 67 |
|
|
2022
Q4 | $842K | Sell |
4,132
-118
| -3% | -$24.1K | 0.41% | 62 |
|
|
2022
Q3 | $799K | Sell |
4,250
-27
| -0.6% | -$5.08K | 0.37% | 68 |
|
|
2022
Q2 | $842K | Sell |
4,277
-263
| -6% | -$51.8K | 0.38% | 64 |
|
|
2022
Q1 | $1.08M | Buy |
4,540
+141
| +3% | +$33.5K | 0.45% | 57 |
|
|
2021
Q4 | $1.12M | Sell |
4,399
-74
| -2% | -$18.9K | 0.49% | 51 |
|
|
2021
Q3 | $1.06M | Sell |
4,473
-179
| -4% | -$42.4K | 0.51% | 49 |
|
|
2021
Q2 | $1.1M | Buy |
4,652
+37
| +0.8% | +$8.78K | 0.57% | 48 |
|
|
2021
Q1 | $1.02M | Sell |
4,615
-286
| -6% | -$63.3K | 0.6% | 48 |
|
|
2020
Q4 | $1.01M | Sell |
4,901
-455
| -8% | -$94K | 0.68% | 43 |
|
|
2020
Q3 | $944K | Sell |
5,356
-23
| -0.4% | -$4.05K | 0.7% | 42 |
|
|
2020
Q2 | $882K | Buy |
5,379
+428
| +9% | +$70.2K | 0.69% | 44 |
|
|
2020
Q1 | $652K | Buy |
4,951
+1,346
| +37% | +$177K | 0.62% | 47 |
|
|
2019
Q4 | $642K | Buy |
+3,605
| New | +$642K | 0.54% | 51 |
|