DACG
Donor Advised Charitable Giving’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
3,987
| – | – | 0.02% | 19 |
|
|
2025
Q1 | $1.03M | Hold |
3,987
| – | – | 0.03% | 19 |
|
|
2024
Q4 | $1.05M | Hold |
3,987
| – | – | 0.02% | 21 |
|
|
2024
Q3 | $1.05M | Buy |
+3,987
| New | +$1.05M | 0.03% | 21 |
|
|
2021
Q4 | – | Sell |
-6,017
| Closed | -$1.43M | – | 61 |
|
|
2021
Q3 | $1.43M | Buy |
6,017
+15
| +0.2% | +$3.55K | 0.25% | 15 |
|
|
2021
Q2 | $1.42M | Buy |
6,002
+18
| +0.3% | +$4.27K | 0.16% | 66 |
|
|
2021
Q1 | $1.33M | Buy |
5,984
+17
| +0.3% | +$3.76K | 0.14% | 65 |
|
|
2020
Q4 | $1.23M | Buy |
5,967
+49
| +0.8% | +$10.1K | 0.17% | 65 |
|
|
2020
Q3 | $1.04M | Buy |
5,918
+24
| +0.4% | +$4.23K | 0.3% | 10 |
|
|
2020
Q2 | $966K | Hold |
5,894
| – | – | 0.37% | 7 |
|
|
2020
Q1 | $776K | Buy |
5,894
+33
| +0.6% | +$4.35K | 0.39% | 10 |
|
|
2019
Q4 | $1.04M | Buy |
5,861
+33
| +0.6% | +$5.88K | 0.56% | 9 |
|
|
2019
Q3 | $977K | Buy |
5,828
+38
| +0.7% | +$6.37K | 0.76% | 8 |
|
|
2019
Q2 | $968K | Buy |
5,790
+19
| +0.3% | +$3.18K | 0.78% | 10 |
|
|
2019
Q1 | $928K | Buy |
+5,771
| New | +$928K | 0.78% | 9 |
|