Evoke Wealth’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 | $3.45M | Sell |
12,294
-236
| -2% | -$66.3K | 0.08% | 99 |
|
|
2025
Q1 | $3.24M | Buy |
12,530
+1,521
| +14% | +$393K | 0.08% | 99 |
|
|
2024
Q4 | $2.91M | Buy |
11,009
+2,271
| +26% | +$600K | 0.08% | 104 |
|
|
2024
Q3 | $2.31M | Buy |
+8,738
| New | +$2.31M | 0.06% | 112 |
|
|
2024
Q2 | – | Sell |
-8,456
| Closed | -$2.11M | – | 383 |
|
|
2024
Q1 | $2.11M | Buy |
+8,456
| New | +$2.11M | 0.06% | 107 |
|
|
2023
Q4 | – | Sell |
-28,673
| Closed | -$5.97M | – | 353 |
|
|
2023
Q3 | $5.97M | Buy |
28,673
+20,278
| +242% | +$4.22M | 0.21% | 56 |
|
|
2023
Q2 | $1.85M | Buy |
8,395
+825
| +11% | +$182K | 0.06% | 112 |
|
|
2023
Q1 | $1.6M | Sell |
7,570
-507
| -6% | -$107K | 0.06% | 124 |
|
|
2022
Q4 | $1.65M | Sell |
8,077
-355
| -4% | -$72.4K | 0.06% | 125 |
|
|
2022
Q3 | $1.59M | Buy |
8,432
+39
| +0.5% | +$7.33K | 0.06% | 114 |
|
|
2022
Q2 | $1.65M | Buy |
8,393
+6,973
| +491% | +$1.37M | 0.06% | 119 |
|
|
2022
Q1 | $338K | Hold |
1,420
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $362K | Hold |
1,420
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $336K | Hold |
1,420
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $337K | Hold |
1,420
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $314K | Sell |
1,420
-40
| -3% | -$8.85K | 0.01% | 262 |
|
|
2020
Q4 | $302K | Buy |
1,460
+40
| +3% | +$8.27K | 0.02% | 197 |
|
|
2020
Q3 | $250K | Hold |
1,420
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $233K | Hold |
1,420
| – | – | 0.02% | 183 |
|
|
2020
Q1 | $187K | Buy |
+1,420
| New | +$187K | 0.03% | 191 |
|
|
2019
Q4 | – | Sell |
-1,420
| Closed | -$238K | – | 1475 |
|
|
2019
Q3 | $238K | Buy |
+1,420
| New | +$238K | 0.03% | 230 |
|