Fidato 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 | $36.7M | Buy |
131,244
+6,072
| +5% | +$1.7M | 26.24% | 2 |
|
2025
Q1 | $32.4M | Buy |
125,172
+2,072
| +2% | +$536K | 24.77% | 2 |
|
2024
Q4 | $32.5M | Buy |
123,100
+2,573
| +2% | +$680K | 24.38% | 2 |
|
2024
Q3 | $31.8M | Buy |
120,527
+1,241
| +1% | +$327K | 25.54% | 2 |
|
2024
Q2 | $28.9M | Buy |
119,286
+1,746
| +1% | +$423K | 25.5% | 2 |
|
2024
Q1 | $29.4M | Sell |
117,540
-137
| -0.1% | -$34.2K | 26.33% | 2 |
|
2023
Q4 | $27.4M | Buy |
+117,677
| New | +$27.4M | 26.13% | 2 |
|
2022
Q4 | $21.1M | Buy |
103,546
+1,783
| +2% | +$363K | 26.49% | 2 |
|
2022
Q3 | $19.1M | Buy |
101,763
+1,525
| +2% | +$287K | 26.17% | 2 |
|
2022
Q2 | $19.8M | Sell |
100,238
-726
| -0.7% | -$143K | 25.8% | 2 |
|
2022
Q1 | $24M | Buy |
100,964
+3,092
| +3% | +$735K | 26.2% | 2 |
|
2021
Q4 | $24.9M | Buy |
+97,872
| New | +$24.9M | 26.54% | 2 |
|