DSA
Droms Strauss Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
5,373
-406
| -7% | -$114K | 0.46% | 32 |
|
|
2025
Q1 | $1.49M | Buy |
5,779
+3
| +0.1% | +$776 | 0.51% | 29 |
|
|
2024
Q4 | $1.53M | Sell |
5,776
-181
| -3% | -$47.8K | 0.5% | 29 |
|
|
2024
Q3 | $1.57M | Buy |
5,957
+4
| +0.1% | +$1.06K | 0.56% | 27 |
|
|
2024
Q2 | $1.44M | Sell |
5,953
-26
| -0.4% | -$6.29K | 0.52% | 26 |
|
|
2024
Q1 | $1.49M | Buy |
5,979
+2
| +0% | +$500 | 0.55% | 26 |
|
|
2023
Q4 | $1.39M | Sell |
5,977
-2
| -0% | -$465 | 0.54% | 32 |
|
|
2023
Q3 | $1.25M | Buy |
5,979
+18
| +0.3% | +$3.75K | 0.54% | 28 |
|
|
2023
Q2 | $1.31M | Sell |
5,961
-133
| -2% | -$29.2K | 0.55% | 27 |
|
|
2023
Q1 | $1.29M | Sell |
6,094
-223
| -4% | -$47K | 0.58% | 25 |
|
|
2022
Q4 | $1.29M | Sell |
6,317
-528
| -8% | -$107K | 0.59% | 31 |
|
|
2022
Q3 | $1.29M | Sell |
6,845
-3,128
| -31% | -$587K | 0.64% | 26 |
|
|
2022
Q2 | $1.96M | Sell |
9,973
-301
| -3% | -$59.3K | 0.99% | 17 |
|
|
2022
Q1 | $2.48M | Buy |
10,274
+45
| +0.4% | +$10.9K | 1.25% | 12 |
|
|
2021
Q4 | $2.61M | Sell |
10,229
-136
| -1% | -$34.6K | 1.16% | 14 |
|
|
2021
Q3 | $2.46M | Sell |
10,365
-2,280
| -18% | -$540K | 1.18% | 13 |
|
|
2021
Q2 | $3.01M | Buy |
12,645
+112
| +0.9% | +$26.7K | 1.42% | 12 |
|
|
2021
Q1 | $2.77M | Sell |
12,533
-2,577
| -17% | -$570K | 1.36% | 13 |
|
|
2020
Q4 | $3.13M | Sell |
15,110
-176
| -1% | -$36.4K | 1.81% | 12 |
|
|
2020
Q3 | $2.7M | Sell |
15,286
-6,969
| -31% | -$1.23M | 1.59% | 13 |
|
|
2020
Q2 | $3.65M | Sell |
22,255
-93,925
| -81% | -$15.4M | 2.51% | 11 |
|
|
2020
Q1 | $15.3M | Sell |
116,180
-10,517
| -8% | -$1.38M | 12.72% | 2 |
|
|
2019
Q4 | $22.6M | Buy |
126,697
+611
| +0.5% | +$109K | 16.77% | 1 |
|
|
2019
Q3 | $21.1M | Sell |
126,086
-6,483
| -5% | -$1.09M | 17.01% | 1 |
|
|
2019
Q2 | $22.2M | Sell |
132,569
-486
| -0.4% | -$81.3K | 16.5% | 1 |
|
|
2019
Q1 | $21.4M | Buy |
133,055
+2,060
| +2% | +$331K | 16.57% | 1 |
|
|
2018
Q4 | $18.1M | Buy |
+130,995
| New | +$18.1M | 16.76% | 1 |
|