Diversified Portfolios Inc’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 | $662K | Buy |
2,365
+185
| +8% | +$51.8K | 0.06% | 102 |
|
|
2025
Q1 | $564K | Buy |
2,180
+35
| +2% | +$9.05K | 0.06% | 101 |
|
|
2024
Q4 | $567K | Sell |
2,145
-24
| -1% | -$6.34K | 0.06% | 105 |
|
|
2024
Q3 | $572K | Sell |
2,169
-100
| -4% | -$26.4K | 0.06% | 101 |
|
|
2024
Q2 | $549K | Hold |
2,269
| – | – | 0.07% | 100 |
|
|
2024
Q1 | $567K | Sell |
2,269
-66
| -3% | -$16.5K | 0.08% | 93 |
|
|
2023
Q4 | $543K | Sell |
2,335
-40
| -2% | -$9.31K | 0.09% | 88 |
|
|
2023
Q3 | $495K | Sell |
2,375
-60
| -2% | -$12.5K | 0.09% | 83 |
|
|
2023
Q2 | $536K | Sell |
2,435
-138
| -5% | -$30.4K | 0.11% | 83 |
|
|
2023
Q1 | $543K | Sell |
2,573
-197
| -7% | -$41.5K | 0.12% | 83 |
|
|
2022
Q4 | $565K | Buy |
2,770
+1,396
| +102% | +$285K | 0.13% | 82 |
|
|
2022
Q3 | $258K | Sell |
1,374
-64
| -4% | -$12K | 0.07% | 117 |
|
|
2022
Q2 | $283K | Sell |
1,438
-120
| -8% | -$23.6K | 0.08% | 101 |
|
|
2022
Q1 | $371K | Buy |
+1,558
| New | +$371K | 0.09% | 103 |
|