Fort Point Capital Partners’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 | $11.5M | Buy |
40,920
+1,209
| +3% | +$340K | 0.83% | 22 |
|
|
2025
Q1 | $10.3M | Sell |
39,711
-2,646
| -6% | -$684K | 1.13% | 22 |
|
|
2024
Q4 | $11.2M | Buy |
42,357
+25,011
| +144% | +$6.61M | 1.22% | 21 |
|
|
2024
Q3 | $4.58M | Buy |
17,346
+821
| +5% | +$217K | 0.56% | 37 |
|
|
2024
Q2 | $4M | Buy |
16,525
+1,523
| +10% | +$369K | 0.51% | 38 |
|
|
2024
Q1 | $3.75M | Buy |
15,002
+3,164
| +27% | +$791K | 0.5% | 37 |
|
|
2023
Q4 | $2.75M | Sell |
11,838
-2,888
| -20% | -$672K | 0.39% | 41 |
|
|
2023
Q3 | $3.07M | Buy |
14,726
+3,773
| +34% | +$786K | 0.47% | 31 |
|
|
2023
Q2 | $2.41M | Buy |
10,953
+9,540
| +675% | +$2.1M | 0.34% | 44 |
|
|
2023
Q1 | $298K | Buy |
1,413
+103
| +8% | +$21.7K | 0.05% | 209 |
|
|
2022
Q4 | $267K | Buy |
+1,310
| New | +$267K | 0.04% | 212 |
|
|
2022
Q3 | – | Sell |
-1,017
| Closed | -$200K | – | 267 |
|
|
2022
Q2 | $200K | Hold |
1,017
| – | – | 0.03% | 255 |
|
|
2022
Q1 | $242K | Hold |
1,017
| – | – | 0.03% | 245 |
|
|
2021
Q4 | $259K | Buy |
1,017
+82
| +9% | +$20.9K | 0.03% | 231 |
|
|
2021
Q3 | $221K | Buy |
+935
| New | +$221K | 0.03% | 228 |
|