DT Investment Partners’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 | $37.4M | Buy |
133,717
+46,294
| +53% | +$13M | 3.36% | 7 |
|
2025
Q1 | $22.6M | Sell |
87,423
-17,624
| -17% | -$4.56M | 2.18% | 11 |
|
2024
Q4 | $27.7M | Sell |
105,047
-6,956
| -6% | -$1.84M | 2.35% | 12 |
|
2024
Q3 | $29.5M | Buy |
112,003
+4,932
| +5% | +$1.3M | 2.4% | 11 |
|
2024
Q2 | $25.9M | Buy |
107,071
+2,088
| +2% | +$506K | 2.3% | 13 |
|
2024
Q1 | $26.2M | Buy |
104,983
+4,743
| +5% | +$1.19M | 2.65% | 8 |
|
2023
Q4 | $23.3M | Buy |
100,240
+4,163
| +4% | +$967K | 2.52% | 9 |
|
2023
Q3 | $20M | Sell |
96,077
-308
| -0.3% | -$64.1K | 2.43% | 10 |
|
2023
Q2 | $21.9M | Buy |
96,385
+2,298
| +2% | +$522K | 2.49% | 10 |
|
2023
Q1 | $19.7M | Buy |
94,087
+5,234
| +6% | +$1.09M | 2.39% | 11 |
|
2022
Q4 | $18.1M | Buy |
88,853
+88,514
| +26,110% | +$18M | 2.38% | 12 |
|
2022
Q3 | $64K | Sell |
339
-697
| -67% | -$132K | 0.01% | 187 |
|
2022
Q2 | $204K | Sell |
1,036
-371
| -26% | -$73.1K | 0.03% | 143 |
|
2022
Q1 | $335K | Buy |
1,407
+621
| +79% | +$148K | 0.04% | 131 |
|
2021
Q4 | $200K | Buy |
+786
| New | +$200K | 0.03% | 131 |
|