Ellenbecker Investment Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.89M | Buy |
54,204
+176
| +0.3% | +$13.1K | 0.52% | 18 |
|
|
2025
Q4 | $3.92M | Buy |
54,028
+364
| +0.7% | +$26.5K | 0.55% | 17 |
|
|
2025
Q3 | $3.94M | Sell |
53,664
-2,952
| -5% | -$212K | 0.58% | 17 |
|
|
2025
Q2 | $3.96M | Sell |
56,616
-2,744
| -5% | -$180K | 0.64% | 17 |
|
|
2025
Q1 | $3.84M | Sell |
59,360
-1,644
| -3% | -$110K | 0.69% | 17 |
|
|
2024
Q4 | $4.03M | Sell |
61,004
-1,212
| -2% | -$82.3K | 0.72% | 17 |
|
|
2024
Q3 | $4.1M | Sell |
62,216
-1,268
| -2% | -$79.6K | 0.78% | 16 |
|
|
2024
Q2 | $3.84M | Sell |
63,484
-496
| -0.8% | -$30.1K | 0.77% | 16 |
|
|
2024
Q1 | $4M | Sell |
63,980
-520
| -0.8% | -$30.7K | 0.84% | 15 |
|
|
2023
Q4 | $3.75M | Sell |
64,500
-96
| -0.1% | -$5.13K | 0.87% | 14 |
|
|
2023
Q3 | $3.36M | Sell |
64,596
-1,688
| -3% | -$92.6K | 0.87% | 14 |
|
|
2023
Q2 | $3.65M | Sell |
66,284
-664
| -1% | -$34.8K | 0.92% | 12 |
|
|
2023
Q1 | $3.53M | Sell |
66,948
-1,092
| -2% | -$58.1K | 0.96% | 12 |
|
|
2022
Q4 | $3.47M | Sell |
68,040
-412
| -0.6% | -$21K | 1.02% | 12 |
|
|
2022
Q3 | $3.22M | Sell |
68,452
-2,700
| -4% | -$141K | 1.02% | 12 |
|
|
2022
Q2 | $3.5M | Sell |
71,152
-420
| -0.6% | -$22.7K | 1.08% | 12 |
|
|
2022
Q1 | $4.25M | Buy |
71,572
+1,064
| +2% | +$62.4K | 1.21% | 11 |
|
|
2021
Q4 | $4.49M | Sell |
70,508
-8,212
| -10% | -$515K | 1.24% | 10 |
|
|
2021
Q3 | $4.02M | Sell |
78,720
-4,676
| -6% | -$283K | 1.26% | 10 |
|
|
2021
Q2 | $4.95M | Sell |
83,396
-38,452
| -32% | -$2.23M | 1.62% | 8 |
|
|
2021
Q1 | $6.74M | Sell |
121,848
-44,180
| -27% | -$2.4M | 2.37% | 7 |
|
|
2020
Q4 | $8.58M | Sell |
166,028
-58,088
| -26% | -$2.81M | 3.17% | 8 |
|
|
2020
Q3 | $9.88M | Sell |
224,116
-64,020
| -22% | -$2.79M | 4.2% | 8 |
|
|
2020
Q2 | $11.8M | Buy |
288,136
+6,176
| +2% | +$237K | 5.91% | 4 |
|
|
2020
Q1 | $9.28M | Sell |
281,960
-3,972
| -1% | -$164K | 5.84% | 4 |
|
|
2019
Q4 | $12.7M | Sell |
285,932
-1,612
| -0.6% | -$69.2K | 6.61% | 4 |
|
|
2019
Q3 | $12M | Sell |
287,544
-3,228
| -1% | -$135K | 6.79% | 4 |
|
|
2019
Q2 | $12.2M | Sell |
290,772
-584
| -0.2% | -$23.9K | 7.1% | 4 |
|
|
2019
Q1 | $11.7M | Buy |
291,356
+45,756
| +19% | +$1.76M | 7.49% | 4 |
|
|
2018
Q4 | $8.48M | Buy |
245,600
+2,368
| +1% | +$88.9K | 6.59% | 5 |
|
|
2018
Q3 | $9.98M | Sell |
243,232
-844
| -0.3% | -$34.4K | 7.37% | 5 |
|
|
2018
Q2 | $9.62M | Sell |
244,076
-548
| -0.2% | -$21.5K | 7.63% | 5 |
|
|
2018
Q1 | $9.43M | Buy |
244,624
+5,020
| +2% | +$198K | 7.81% | 4 |
|
|
2017
Q4 | $9.27M | Buy |
+239,604
| New | +$9.04M | 7.74% | 4 |
|
Other funds holding VO
