Family 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 | $131K | Sell |
469
-233
| -33% | -$65.2K | 0.02% | 186 |
|
|
2025
Q1 | $182K | Sell |
702
-30
| -4% | -$7.76K | 0.03% | 167 |
|
|
2024
Q4 | $193K | Sell |
732
-630
| -46% | -$166K | 0.03% | 153 |
|
|
2024
Q3 | $359K | Sell |
1,362
-3,586
| -72% | -$946K | 0.06% | 123 |
|
|
2024
Q2 | $1.2M | Sell |
4,948
-109
| -2% | -$26.4K | 0.21% | 71 |
|
|
2024
Q1 | $1.26M | Sell |
5,057
-6,510
| -56% | -$1.63M | 0.23% | 69 |
|
|
2023
Q4 | $2.69M | Buy |
11,567
+1,561
| +16% | +$363K | 0.56% | 43 |
|
|
2023
Q3 | $2.08M | Buy |
10,006
+7
| +0.1% | +$1.46K | 0.47% | 46 |
|
|
2023
Q2 | $2.2M | Buy |
+9,999
| New | +$2.2M | 0.48% | 44 |
|
|
2021
Q1 | – | Sell |
-52
| Closed | -$11K | – | 184 |
|
|
2020
Q4 | $11K | Buy |
+52
| New | +$11K | ﹤0.01% | 168 |
|
|
2020
Q2 | – | Sell |
-359
| Closed | -$47K | – | 176 |
|
|
2020
Q1 | $47K | Sell |
359
-374
| -51% | -$49K | 0.02% | 148 |
|
|
2019
Q4 | $131K | Hold |
733
| – | – | 0.05% | 159 |
|
|
2019
Q3 | $123K | Sell |
733
-37
| -5% | -$6.21K | 0.05% | 143 |
|
|
2019
Q2 | $129K | Buy |
+770
| New | +$129K | 0.05% | 137 |
|