First Heartland Consultants’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 | $228K | Sell |
815
-63
| -7% | -$17.6K | 0.02% | 446 |
|
|
2025
Q1 | $227K | Buy |
+878
| New | +$227K | 0.02% | 396 |
|
|
2022
Q3 | – | Sell |
-8,471
| Closed | -$1.67M | – | 375 |
|
|
2022
Q2 | $1.67M | Buy |
8,471
+445
| +6% | +$87.6K | 0.26% | 88 |
|
|
2022
Q1 | $1.91M | Buy |
+8,026
| New | +$1.91M | 0.3% | 73 |
|
|
2021
Q3 | – | Sell |
-921
| Closed | -$219K | – | 418 |
|
|
2021
Q2 | $219K | Buy |
+921
| New | +$219K | 0.03% | 358 |
|
|
2021
Q1 | – | Sell |
-1,925
| Closed | -$398K | – | 419 |
|
|
2020
Q4 | $398K | Sell |
1,925
-189
| -9% | -$39.1K | 0.07% | 189 |
|
|
2020
Q3 | $373K | Buy |
2,114
+102
| +5% | +$18K | 0.07% | 184 |
|
|
2020
Q2 | $330K | Sell |
2,012
-202
| -9% | -$33.1K | 0.07% | 201 |
|
|
2020
Q1 | $291K | Sell |
2,214
-358
| -14% | -$47.1K | 0.08% | 189 |
|
|
2019
Q4 | $458K | Sell |
2,572
-154
| -6% | -$27.4K | 0.09% | 181 |
|
|
2019
Q3 | $457K | Sell |
2,726
-384
| -12% | -$64.4K | 0.1% | 172 |
|
|
2019
Q2 | $520K | Sell |
3,110
-1,121
| -26% | -$187K | 0.12% | 146 |
|
|
2019
Q1 | $680K | Sell |
4,231
-201
| -5% | -$32.3K | 0.19% | 124 |
|
|
2018
Q4 | $612K | Buy |
4,432
+1,026
| +30% | +$142K | 0.23% | 104 |
|
|
2018
Q3 | $559K | Sell |
3,406
-62
| -2% | -$10.2K | 0.17% | 123 |
|
|
2018
Q2 | $547K | Sell |
3,468
-366
| -10% | -$57.7K | 0.19% | 122 |
|
|
2018
Q1 | $591K | Sell |
3,834
-192
| -5% | -$29.6K | 0.18% | 136 |
|
|
2017
Q4 | $623K | Sell |
4,026
-496
| -11% | -$76.8K | 0.19% | 127 |
|
|
2017
Q3 | $665K | Sell |
4,522
-487
| -10% | -$71.6K | 0.16% | 174 |
|
|
2017
Q2 | $714K | Buy |
5,009
+353
| +8% | +$50.3K | 0.19% | 153 |
|
|
2017
Q1 | $648K | Buy |
4,656
+2,134
| +85% | +$297K | 0.18% | 152 |
|
|
2016
Q4 | $332K | Buy |
+2,522
| New | +$332K | 0.1% | 241 |
|
|
2015
Q2 | – | Sell |
-12,275
| Closed | -$1.63M | – | 272 |
|
|
2015
Q1 | $1.63M | Buy |
+12,275
| New | +$1.63M | 0.62% | 36 |
|