Frank Rimerman Advisors’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 | $2.51M | Hold |
8,959
| – | – | 0.17% | 98 |
|
|
2025
Q1 | $2.32M | Sell |
8,959
-446
| -5% | -$115K | 0.18% | 94 |
|
|
2024
Q4 | $2.48M | Buy |
9,405
+391
| +4% | +$103K | 0.18% | 87 |
|
|
2024
Q3 | $2.38M | Buy |
9,014
+45
| +0.5% | +$11.9K | 0.17% | 103 |
|
|
2024
Q2 | $2.17M | Sell |
8,969
-27
| -0.3% | -$6.54K | 0.15% | 112 |
|
|
2024
Q1 | $2.25M | Hold |
8,996
| – | – | 0.43% | 34 |
|
|
2023
Q4 | $2.09M | Hold |
8,996
| – | – | 0.44% | 31 |
|
|
2023
Q3 | $1.87M | Buy |
8,996
+106
| +1% | +$22.1K | 0.45% | 31 |
|
|
2023
Q2 | $1.96M | Hold |
8,890
| – | – | 0.47% | 31 |
|
|
2023
Q1 | $1.88M | Hold |
8,890
| – | – | 0.52% | 31 |
|
|
2022
Q4 | $1.81M | Buy |
8,890
+52
| +0.6% | +$10.6K | 0.56% | 29 |
|
|
2022
Q3 | $1.66M | Buy |
8,838
+5,338
| +153% | +$1M | 0.6% | 26 |
|
|
2022
Q2 | $689K | Sell |
3,500
-26
| -0.7% | -$5.12K | 0.26% | 45 |
|
|
2022
Q1 | $839K | Buy |
3,526
+1,241
| +54% | +$295K | 0.27% | 47 |
|
|
2021
Q4 | $582K | Buy |
2,285
+525
| +30% | +$134K | 0.2% | 68 |
|
|
2021
Q3 | $417K | Sell |
1,760
-555
| -24% | -$131K | 0.16% | 72 |
|
|
2021
Q2 | $549K | Hold |
2,315
| – | – | 0.21% | 45 |
|
|
2021
Q1 | $512K | Hold |
2,315
| – | – | 0.23% | 44 |
|
|
2020
Q4 | $479K | Buy |
+2,315
| New | +$479K | 0.22% | 47 |
|