Disciplined Investments’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $751K | Sell |
10,456
-252
| -2% | -$18.7K | 0.27% | 63 |
|
|
2025
Q4 | $777K | Buy |
10,708
+1,752
| +20% | +$127K | 0.3% | 62 |
|
|
2025
Q3 | $658K | Sell |
8,956
-648
| -7% | -$46.5K | 0.26% | 69 |
|
|
2025
Q2 | $672K | Sell |
9,604
-1,352
| -12% | -$88.7K | 0.28% | 67 |
|
|
2025
Q1 | $708K | Buy |
10,956
+1,120
| +11% | +$75.2K | 0.33% | 66 |
|
|
2024
Q4 | $649K | Buy |
9,836
+3,000
| +44% | +$204K | 0.32% | 71 |
|
|
2024
Q3 | $451K | Sell |
6,836
-72
| -1% | -$4.52K | 0.22% | 83 |
|
|
2024
Q2 | $418K | Sell |
6,908
-68
| -1% | -$4.13K | 0.22% | 83 |
|
|
2024
Q1 | $436K | Buy |
6,976
+636
| +10% | +$37.6K | 0.24% | 81 |
|
|
2023
Q4 | $369K | Buy |
6,340
+4
| +0.1% | +$214 | 0.22% | 83 |
|
|
2023
Q3 | $330K | Sell |
6,336
-60
| -0.9% | -$3.29K | 0.2% | 90 |
|
|
2023
Q2 | $352K | Sell |
6,396
-10,080
| -61% | -$528K | 0.19% | 93 |
|
|
2023
Q1 | $869K | Sell |
16,476
-52
| -0.3% | -$2.77K | 0.37% | 67 |
|
|
2022
Q4 | $842K | Sell |
16,528
-472
| -3% | -$24K | 0.41% | 62 |
|
|
2022
Q3 | $799K | Sell |
17,000
-108
| -0.6% | -$5.64K | 0.37% | 68 |
|
|
2022
Q2 | $842K | Sell |
17,108
-1,052
| -6% | -$56.8K | 0.38% | 64 |
|
|
2022
Q1 | $1.08M | Buy |
18,160
+564
| +3% | +$33.1K | 0.45% | 57 |
|
|
2021
Q4 | $1.12M | Sell |
17,596
-296
| -2% | -$18.6K | 0.5% | 51 |
|
|
2021
Q3 | $1.06M | Sell |
17,892
-716
| -4% | -$43.3K | 0.52% | 49 |
|
|
2021
Q2 | $1.1M | Buy |
18,608
+148
| +0.8% | +$8.58K | 0.57% | 48 |
|
|
2021
Q1 | $1.02M | Sell |
18,460
-1,144
| -6% | -$62.1K | 0.6% | 48 |
|
|
2020
Q4 | $1.01M | Sell |
19,604
-1,820
| -8% | -$88.1K | 0.68% | 43 |
|
|
2020
Q3 | $944K | Sell |
21,424
-92
| -0.4% | -$4.01K | 0.7% | 42 |
|
|
2020
Q2 | $882K | Buy |
21,516
+1,712
| +9% | +$65.6K | 0.69% | 44 |
|
|
2020
Q1 | $652K | Buy |
19,804
+5,384
| +37% | +$223K | 0.62% | 47 |
|
|
2019
Q4 | $642K | Buy |
+14,420
| New | +$619K | 0.54% | 51 |
|
Other funds holding VO
