EWM
Empirical Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
7,059
+3,941
| +126% | +$1.1M | 0.04% | 231 |
|
|
2025
Q1 | $806K | Sell |
3,118
-985
| -24% | -$255K | 0.02% | 319 |
|
|
2024
Q4 | $1.08M | Sell |
4,103
-384
| -9% | -$101K | 0.03% | 271 |
|
|
2024
Q3 | $1.18M | Sell |
4,487
-312
| -7% | -$82.3K | 0.03% | 249 |
|
|
2024
Q2 | $1.16M | Sell |
4,799
-1,106
| -19% | -$268K | 0.03% | 242 |
|
|
2024
Q1 | $1.48M | Sell |
5,905
-1,326
| -18% | -$331K | 0.04% | 216 |
|
|
2023
Q4 | $1.68M | Buy |
7,231
+2,236
| +45% | +$520K | 0.06% | 187 |
|
|
2023
Q3 | $1.04M | Sell |
4,995
-28
| -0.6% | -$5.83K | 0.04% | 219 |
|
|
2023
Q2 | $1.11M | Buy |
5,023
+977
| +24% | +$215K | 0.04% | 214 |
|
|
2023
Q1 | $853K | Buy |
4,046
+112
| +3% | +$23.6K | 0.04% | 238 |
|
|
2022
Q4 | $802K | Buy |
3,934
+338
| +9% | +$68.9K | 0.04% | 241 |
|
|
2022
Q3 | $676K | Sell |
3,596
-1,252
| -26% | -$235K | 0.04% | 249 |
|
|
2022
Q2 | $955K | Sell |
4,848
-2,031
| -30% | -$400K | 0.05% | 202 |
|
|
2022
Q1 | $1.64M | Buy |
6,879
+1,277
| +23% | +$304K | 0.08% | 152 |
|
|
2021
Q4 | $1.43M | Buy |
5,602
+188
| +3% | +$47.9K | 0.07% | 164 |
|
|
2021
Q3 | $1.28M | Sell |
5,414
-177
| -3% | -$41.9K | 0.07% | 160 |
|
|
2021
Q2 | $1.33M | Buy |
5,591
+322
| +6% | +$76.4K | 0.08% | 154 |
|
|
2021
Q1 | $1.17M | Buy |
5,269
+1,834
| +53% | +$406K | 0.09% | 138 |
|
|
2020
Q4 | $710K | Buy |
+3,435
| New | +$710K | 0.05% | 194 |
|
|
2020
Q1 | – | Sell |
-1,599
| Closed | -$285K | – | 350 |
|
|
2019
Q4 | $285K | Buy |
1,599
+68
| +4% | +$12.1K | 0.03% | 265 |
|
|
2019
Q3 | $257K | Buy |
+1,531
| New | +$257K | 0.03% | 243 |
|