EPG 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 | $391K | Hold |
1,397
| – | – | 0.12% | 150 |
|
|
2025
Q1 | $361K | Hold |
1,397
| – | – | 0.1% | 181 |
|
|
2024
Q4 | $369K | Hold |
1,397
| – | – | 0.1% | 178 |
|
|
2024
Q3 | $369K | Buy |
+1,397
| New | +$369K | 0.09% | 183 |
|
|
2024
Q2 | – | Sell |
-1,350
| Closed | -$337K | – | 197 |
|
|
2024
Q1 | $337K | Buy |
1,350
+93
| +7% | +$23.2K | 0.08% | 202 |
|
|
2023
Q4 | $291K | Sell |
1,257
-210
| -14% | -$48.5K | 0.08% | 208 |
|
|
2023
Q3 | $305K | Buy |
1,467
+2
| +0.1% | +$416 | 0.09% | 190 |
|
|
2023
Q2 | $322K | Sell |
1,465
-53
| -3% | -$11.7K | 0.1% | 186 |
|
|
2023
Q1 | $320K | Buy |
1,518
+58
| +4% | +$12.2K | 0.1% | 179 |
|
|
2022
Q4 | $298K | Buy |
1,460
+70
| +5% | +$14.3K | 0.11% | 165 |
|
|
2022
Q3 | $261K | Sell |
1,390
-16
| -1% | -$3K | 0.11% | 171 |
|
|
2022
Q2 | $277K | Sell |
1,406
-123
| -8% | -$24.2K | 0.12% | 165 |
|
|
2022
Q1 | $364K | Buy |
1,529
+1
| +0.1% | +$238 | 0.13% | 150 |
|
|
2021
Q4 | $389K | Hold |
1,528
| – | – | 0.14% | 139 |
|
|
2021
Q3 | $362K | Hold |
1,528
| – | – | 0.15% | 139 |
|
|
2021
Q2 | $363K | Hold |
1,528
| – | – | 0.15% | 137 |
|
|
2021
Q1 | $338K | Buy |
+1,528
| New | +$338K | 0.16% | 131 |
|
|
2020
Q2 | – | Sell |
-366
| Closed | -$48K | – | 758 |
|
|
2020
Q1 | $48K | Sell |
366
-219
| -37% | -$28.7K | 0.04% | 287 |
|
|
2019
Q4 | $104K | Buy |
+585
| New | +$104K | 0.08% | 150 |
|