EverSource Wealth Advisors’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 | $1.18M | Sell |
4,210
-54
| -1% | -$15.1K | 0.05% | 239 |
|
|
2025
Q1 | $1.1M | Sell |
4,264
-166
| -4% | -$42.9K | 0.06% | 225 |
|
|
2024
Q4 | $1.17M | Buy |
4,430
+3,291
| +289% | +$869K | 0.07% | 220 |
|
|
2024
Q3 | $300K | Buy |
1,139
+450
| +65% | +$119K | 0.02% | 446 |
|
|
2024
Q2 | $173K | Buy |
689
+175
| +34% | +$44K | 0.01% | 607 |
|
|
2024
Q1 | $122K | Sell |
514
-70
| -12% | -$16.7K | 0.01% | 635 |
|
|
2023
Q4 | $136K | Buy |
584
+197
| +51% | +$45.9K | 0.01% | 543 |
|
|
2023
Q3 | $80.5K | Buy |
387
+61
| +19% | +$12.7K | 0.01% | 646 |
|
|
2023
Q2 | $71.8K | Buy |
326
+246
| +308% | +$54.2K | 0.01% | 700 |
|
|
2023
Q1 | $16.8K | Hold |
80
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q4 | $16.2K | Buy |
80
+1
| +1% | +$203 | ﹤0.01% | 1132 |
|
|
2022
Q3 | $15K | Hold |
79
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q2 | $16K | Sell |
79
-14
| -15% | -$2.84K | ﹤0.01% | 900 |
|
|
2022
Q1 | $22K | Buy |
93
+1
| +1% | +$237 | 0.01% | 672 |
|
|
2021
Q4 | $24K | Buy |
+92
| New | +$24K | 0.01% | 622 |
|