Edmond de Rothschild Holding’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 | $5.6K | Hold |
20
| – | – | ﹤0.01% | 547 |
|
|
2025
Q1 | $5.17K | Hold |
20
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $5.28K | Buy |
+20
| New | +$5.28K | ﹤0.01% | 595 |
|
|
2024
Q1 | – | Sell |
-853
| Closed | -$198K | – | 706 |
|
|
2023
Q4 | $198K | Hold |
853
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $178K | Hold |
853
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $188K | Hold |
853
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $180K | Hold |
853
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $174K | Hold |
853
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $160K | Hold |
853
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $168K | Hold |
853
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $203K | Sell |
853
-250
| -23% | -$59.5K | ﹤0.01% | 495 |
|
|
2021
Q4 | $281K | Hold |
1,103
| – | – | 0.01% | 486 |
|
|
2021
Q3 | $261K | Hold |
1,103
| – | – | 0.01% | 506 |
|
|
2021
Q2 | $262K | Hold |
1,103
| – | – | 0.01% | 496 |
|
|
2021
Q1 | $244K | Buy |
+1,103
| New | +$244K | 0.01% | 454 |
|