Evergreen Capital 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 | $1.78M | Hold |
6,328
| – | – | 0.05% | 281 |
|
|
2025
Q1 | $1.64M | Hold |
6,328
| – | – | 0.05% | 274 |
|
|
2024
Q4 | $1.67M | Sell |
6,328
-19
| -0.3% | -$5.02K | 0.05% | 278 |
|
|
2024
Q3 | $1.67M | Buy |
6,347
+1,562
| +33% | +$412K | 0.06% | 276 |
|
|
2024
Q2 | $1.16M | Hold |
4,785
| – | – | 0.04% | 291 |
|
|
2024
Q1 | $1.2M | Hold |
4,785
| – | – | 0.05% | 279 |
|
|
2023
Q4 | $1.11M | Sell |
4,785
-140
| -3% | -$32.6K | 0.05% | 280 |
|
|
2023
Q3 | $1.03M | Buy |
4,925
+41
| +0.8% | +$8.54K | 0.04% | 283 |
|
|
2023
Q2 | $1.08M | Buy |
4,884
+1,639
| +51% | +$361K | 0.04% | 281 |
|
|
2023
Q1 | $684K | Sell |
3,245
-189
| -6% | -$39.9K | 0.03% | 321 |
|
|
2022
Q4 | $700K | Hold |
3,434
| – | – | 0.03% | 317 |
|
|
2022
Q3 | $646K | Sell |
3,434
-43
| -1% | -$8.09K | 0.03% | 307 |
|
|
2022
Q2 | $685K | Buy |
3,477
+43
| +1% | +$8.47K | 0.04% | 292 |
|
|
2022
Q1 | $817K | Hold |
3,434
| – | – | 0.03% | 303 |
|
|
2021
Q4 | $875K | Hold |
3,434
| – | – | 0.04% | 302 |
|
|
2021
Q3 | $813K | Buy |
3,434
+2,533
| +281% | +$600K | 0.04% | 303 |
|
|
2021
Q2 | $214K | Buy |
+901
| New | +$214K | 0.01% | 492 |
|