Element Wealth’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 | $294K | Hold |
1,049
| – | – | 0.14% | 129 |
|
|
2025
Q1 | $271K | Buy |
1,049
+1
| +0.1% | +$259 | 0.15% | 125 |
|
|
2024
Q4 | $277K | Buy |
1,048
+1
| +0.1% | +$264 | 0.14% | 119 |
|
|
2024
Q3 | $276K | Sell |
1,047
-6
| -0.6% | -$1.58K | 0.15% | 117 |
|
|
2024
Q2 | $255K | Sell |
1,053
-205
| -16% | -$49.6K | 0.14% | 119 |
|
|
2024
Q1 | $314K | Buy |
1,258
+1
| +0.1% | +$250 | 0.18% | 100 |
|
|
2023
Q4 | $292K | Buy |
1,257
+1
| +0.1% | +$233 | 0.18% | 99 |
|
|
2023
Q3 | $262K | Buy |
1,256
+1
| +0.1% | +$208 | 0.19% | 98 |
|
|
2023
Q2 | $276K | Buy |
1,255
+1
| +0.1% | +$220 | 0.19% | 93 |
|
|
2023
Q1 | $265K | Sell |
1,254
-51
| -4% | -$10.8K | 0.2% | 93 |
|
|
2022
Q4 | $266K | Buy |
1,305
+51
| +4% | +$10.4K | 0.22% | 90 |
|
|
2022
Q3 | $236K | Buy |
1,254
+2
| +0.2% | +$376 | 0.22% | 83 |
|
|
2022
Q2 | $247K | Hold |
1,252
| – | – | 0.25% | 84 |
|
|
2022
Q1 | $298K | Sell |
1,252
-14
| -1% | -$3.33K | 0.24% | 81 |
|
|
2021
Q4 | $323K | Buy |
1,266
+275
| +28% | +$70.2K | 0.24% | 72 |
|
|
2021
Q3 | $235K | Hold |
991
| – | – | 0.19% | 88 |
|
|
2021
Q2 | $235K | Buy |
991
+1
| +0.1% | +$237 | 0.18% | 87 |
|
|
2021
Q1 | $219K | Hold |
990
| – | – | 0.18% | 87 |
|
|
2020
Q4 | $205K | Hold |
990
| – | – | 0.19% | 86 |
|
|
2020
Q3 | $174K | Hold |
990
| – | – | 0.19% | 86 |
|
|
2020
Q2 | $162K | Buy |
990
+200
| +25% | +$32.7K | 0.19% | 82 |
|
|
2020
Q1 | $104K | Sell |
790
-43
| -5% | -$5.66K | 0.14% | 84 |
|
|
2019
Q4 | $148K | Buy |
+833
| New | +$148K | 0.15% | 75 |
|