Evermay 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 | $9.19M | Buy |
32,746
+163
| +0.5% | +$45.8K | 1.13% | 17 |
|
|
2025
Q1 | $8.43M | Buy |
32,583
+586
| +2% | +$152K | 1.11% | 17 |
|
|
2024
Q4 | $8.45M | Sell |
31,997
-28
| -0.1% | -$7.4K | 1.28% | 16 |
|
|
2024
Q3 | $8.45M | Sell |
32,025
-128
| -0.4% | -$33.8K | 1.36% | 12 |
|
|
2024
Q2 | $7.81M | Sell |
32,153
-706
| -2% | -$171K | 1.25% | 14 |
|
|
2024
Q1 | $8.21M | Sell |
32,859
-100
| -0.3% | -$25K | 1.24% | 13 |
|
|
2023
Q4 | $7.67M | Sell |
32,959
-493
| -1% | -$115K | 1.42% | 12 |
|
|
2023
Q3 | $6.97M | Buy |
33,452
+195
| +0.6% | +$40.6K | 1.42% | 12 |
|
|
2023
Q2 | $7.32M | Sell |
33,257
-316
| -0.9% | -$69.6K | 1.41% | 10 |
|
|
2023
Q1 | $7.08M | Sell |
33,573
-406
| -1% | -$85.6K | 1.43% | 12 |
|
|
2022
Q4 | $6.93M | Buy |
33,979
+1,067
| +3% | +$217K | 1.41% | 12 |
|
|
2022
Q3 | $6.19M | Buy |
32,912
+1,436
| +5% | +$270K | 1.23% | 13 |
|
|
2022
Q2 | $6.2M | Buy |
31,476
+2,069
| +7% | +$408K | 1.2% | 14 |
|
|
2022
Q1 | $6.99M | Sell |
29,407
-1,466
| -5% | -$349K | 1.17% | 14 |
|
|
2021
Q4 | $7.87M | Buy |
30,873
+241
| +0.8% | +$61.4K | 1.41% | 12 |
|
|
2021
Q3 | $7.25M | Sell |
30,632
-9,888
| -24% | -$2.34M | 1.4% | 12 |
|
|
2021
Q2 | $9.62M | Sell |
40,520
-213
| -0.5% | -$50.6K | 1.78% | 12 |
|
|
2021
Q1 | $9.02M | Sell |
40,733
-693
| -2% | -$153K | 1.8% | 11 |
|
|
2020
Q4 | $8.57M | Sell |
41,426
-1,246
| -3% | -$258K | 1.89% | 12 |
|
|
2020
Q3 | $7.52M | Sell |
42,672
-643
| -1% | -$113K | 1.85% | 10 |
|
|
2020
Q2 | $7.1M | Buy |
43,315
+3,013
| +7% | +$494K | 1.87% | 10 |
|
|
2020
Q1 | $5.31M | Buy |
40,302
+1,392
| +4% | +$183K | 1.61% | 11 |
|
|
2019
Q4 | $6.93M | Sell |
38,910
-104
| -0.3% | -$18.5K | 1.7% | 10 |
|
|
2019
Q3 | $6.54M | Sell |
39,014
-192
| -0.5% | -$32.2K | 1.78% | 9 |
|
|
2019
Q2 | $6.55M | Sell |
39,206
-1,209
| -3% | -$202K | 1.82% | 9 |
|
|
2019
Q1 | $6.5M | Hold |
40,415
| – | – | 1.84% | 9 |
|
|
2018
Q4 | $5.59M | Sell |
40,415
-998
| -2% | -$138K | 1.81% | 9 |
|
|
2018
Q3 | $6.8M | Sell |
41,413
-20
| -0% | -$3.28K | 2.12% | 8 |
|
|
2018
Q2 | $6.53M | Sell |
41,433
-360
| -0.9% | -$56.7K | 2.18% | 8 |
|
|
2018
Q1 | $6.45M | Sell |
41,793
-595
| -1% | -$91.8K | 2.22% | 8 |
|
|
2017
Q4 | $6.56M | Sell |
42,388
-75
| -0.2% | -$11.6K | 2.4% | 8 |
|
|
2017
Q3 | $6.24M | Sell |
42,463
-415
| -1% | -$61K | 2.71% | 8 |
|
|
2017
Q2 | $6.11M | Buy |
42,878
+973
| +2% | +$139K | 2.71% | 8 |
|
|
2017
Q1 | $5.84M | Sell |
41,905
-563
| -1% | -$78.4K | 2.61% | 8 |
|
|
2016
Q4 | $5.59M | Hold |
42,468
| – | – | 2.73% | 8 |
|
|
2016
Q3 | $5.5M | Buy |
42,468
+475
| +1% | +$61.5K | 2.77% | 8 |
|
|
2016
Q2 | $5.19M | Sell |
41,993
-828
| -2% | -$102K | 2.71% | 9 |
|
|
2016
Q1 | $5.19M | Buy |
42,821
+12,421
| +41% | +$1.51M | 2.91% | 9 |
|
|
2015
Q4 | $3.65M | Buy |
+30,400
| New | +$3.65M | 2.15% | 9 |
|