FRG Family Wealth 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 | $383K | Hold |
1,369
| – | – | 0.07% | 115 |
|
|
2025
Q1 | $354K | Hold |
1,369
| – | – | 0.07% | 115 |
|
|
2024
Q4 | $362K | Hold |
1,369
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $361K | Hold |
1,369
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $330K | Hold |
1,369
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $326K | Hold |
1,369
| – | – | 0.06% | 117 |
|
|
2023
Q4 | $318K | Hold |
1,369
| – | – | 0.06% | 119 |
|
|
2023
Q3 | $285K | Hold |
1,369
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $301K | Hold |
1,369
| – | – | 0.07% | 118 |
|
|
2023
Q1 | $289K | Hold |
1,369
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $279K | Hold |
1,369
| – | – | 0.07% | 126 |
|
|
2022
Q3 | $257K | Hold |
1,369
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $270K | Hold |
1,369
| – | – | 0.06% | 123 |
|
|
2022
Q1 | $326K | Hold |
1,369
| – | – | 0.06% | 121 |
|
|
2021
Q4 | $349K | Sell |
1,369
-165
| -11% | -$42.1K | 0.07% | 119 |
|
|
2021
Q3 | $363K | Buy |
1,534
+9
| +0.6% | +$2.13K | 0.07% | 113 |
|
|
2021
Q2 | $362K | Hold |
1,525
| – | – | 0.07% | 116 |
|
|
2021
Q1 | $338K | Hold |
1,525
| – | – | 0.07% | 113 |
|
|
2020
Q4 | $315K | Hold |
1,525
| – | – | 0.07% | 111 |
|
|
2020
Q3 | $269K | Hold |
1,525
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $250K | Hold |
1,525
| – | – | 0.07% | 111 |
|
|
2020
Q1 | $201K | Hold |
1,525
| – | – | 0.06% | 111 |
|
|
2019
Q4 | $272K | Hold |
1,525
| – | – | 0.07% | 110 |
|
|
2019
Q3 | $256K | Hold |
1,525
| – | – | 0.07% | 112 |
|
|
2019
Q2 | $255K | Hold |
1,525
| – | – | 0.07% | 118 |
|
|
2019
Q1 | $245K | Hold |
1,525
| – | – | 0.07% | 120 |
|
|
2018
Q4 | $211K | Hold |
1,525
| – | – | 0.07% | 123 |
|
|
2018
Q3 | $250K | Sell |
1,525
-482
| -24% | -$79K | 0.07% | 134 |
|
|
2018
Q2 | $316K | Buy |
2,007
+32
| +2% | +$5.04K | 0.09% | 125 |
|
|
2018
Q1 | $305K | Sell |
1,975
-112
| -5% | -$17.3K | 0.1% | 127 |
|
|
2017
Q4 | $323K | Buy |
2,087
+562
| +37% | +$87K | 0.1% | 122 |
|
|
2017
Q3 | $224K | Hold |
1,525
| – | – | 0.08% | 136 |
|
|
2017
Q2 | $217K | Hold |
1,525
| – | – | 0.08% | 131 |
|
|
2017
Q1 | $212K | Hold |
1,525
| – | – | 0.08% | 130 |
|
|
2016
Q4 | $201K | Buy |
+1,525
| New | +$201K | 0.08% | 128 |
|