Everhart Financial Group’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 | $1.42M | Sell |
5,086
-46
| -0.9% | -$12.9K | 0.16% | 86 |
|
|
2025
Q1 | $1.33M | Sell |
5,132
-166
| -3% | -$42.9K | 0.18% | 79 |
|
|
2024
Q4 | $1.4M | Sell |
5,298
-136
| -3% | -$35.9K | 0.29% | 61 |
|
|
2024
Q3 | $1.43M | Buy |
5,434
+205
| +4% | +$54.1K | 0.32% | 57 |
|
|
2024
Q2 | $1.27M | Sell |
5,229
-81
| -2% | -$19.6K | 0.33% | 54 |
|
|
2024
Q1 | $1.33M | Buy |
5,310
+88
| +2% | +$22K | 0.39% | 45 |
|
|
2023
Q4 | $1.21M | Buy |
5,222
+298
| +6% | +$69.3K | 0.43% | 48 |
|
|
2023
Q3 | $1.03M | Sell |
4,924
-5
| -0.1% | -$1.04K | 0.44% | 52 |
|
|
2023
Q2 | $1.09M | Sell |
4,929
-51
| -1% | -$11.2K | 0.45% | 44 |
|
|
2023
Q1 | $1.05M | Buy |
4,980
+1,462
| +42% | +$308K | 0.47% | 44 |
|
|
2022
Q4 | $717K | Sell |
3,518
-50
| -1% | -$10.2K | 0.36% | 59 |
|
|
2022
Q3 | $671K | Buy |
3,568
+153
| +4% | +$28.8K | 0.37% | 50 |
|
|
2022
Q2 | $673K | Sell |
3,415
-82
| -2% | -$16.2K | 0.41% | 48 |
|
|
2022
Q1 | $832K | Sell |
3,497
-114
| -3% | -$27.1K | 0.48% | 45 |
|
|
2021
Q4 | $920K | Sell |
3,611
-201
| -5% | -$51.2K | 0.56% | 40 |
|
|
2021
Q3 | $902K | Buy |
3,812
+347
| +10% | +$82.1K | 0.62% | 37 |
|
|
2021
Q2 | $822K | Buy |
3,465
+59
| +2% | +$14K | 0.57% | 37 |
|
|
2021
Q1 | $754K | Buy |
3,406
+14
| +0.4% | +$3.1K | 0.66% | 35 |
|
|
2020
Q4 | $701K | Buy |
+3,392
| New | +$701K | 0.65% | 36 |
|