Echo Wealth Management’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 | $284K | Hold |
1,016
| – | – | 0.17% | 40 |
|
|
2025
Q1 | $263K | Sell |
1,016
-7
| -0.7% | -$1.81K | 0.18% | 42 |
|
|
2024
Q4 | $270K | Hold |
1,023
| – | – | 0.19% | 40 |
|
|
2024
Q3 | $270K | Sell |
1,023
-678
| -40% | -$179K | 0.19% | 39 |
|
|
2024
Q2 | $412K | Hold |
1,701
| – | – | 0.31% | 31 |
|
|
2024
Q1 | $425K | Sell |
1,701
-79
| -4% | -$19.7K | 0.35% | 29 |
|
|
2023
Q4 | $411K | Sell |
1,780
-22
| -1% | -$5.08K | 0.38% | 30 |
|
|
2023
Q3 | $375K | Sell |
1,802
-10
| -0.6% | -$2.08K | 0.4% | 30 |
|
|
2023
Q2 | $410K | Sell |
1,812
-359
| -17% | -$81.2K | 0.44% | 30 |
|
|
2023
Q1 | $458K | Sell |
2,171
-145
| -6% | -$30.6K | 0.51% | 28 |
|
|
2022
Q4 | $497K | Sell |
2,316
-1,526
| -40% | -$328K | 0.53% | 29 |
|
|
2022
Q3 | $751K | Sell |
3,842
-17,375
| -82% | -$3.4M | 0.99% | 25 |
|
|
2022
Q2 | $4.31M | Buy |
21,217
+1,415
| +7% | +$288K | 5.77% | 5 |
|
|
2022
Q1 | $4.59M | Buy |
19,802
+1,457
| +8% | +$338K | 5.4% | 5 |
|
|
2021
Q4 | $4.5M | Buy |
18,345
+359
| +2% | +$88K | 5.13% | 6 |
|
|
2021
Q3 | $4.34M | Buy |
17,986
+1,370
| +8% | +$331K | 5.15% | 7 |
|
|
2021
Q2 | $3.92M | Sell |
16,616
-431
| -3% | -$102K | 5% | 7 |
|
|
2021
Q1 | $3.77M | Buy |
17,047
+1,646
| +11% | +$364K | 4.75% | 7 |
|
|
2020
Q4 | $3.18M | Buy |
+15,401
| New | +$3.18M | 4.16% | 7 |
|