FC
Fulcrum Capital’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8M | Sell |
134,930
-45,470
| -25% | -$12.7M | 7.99% | 2 |
|
|
2025
Q1 | $46.7M | Buy |
180,400
+248
| +0.1% | +$64.1K | 10.34% | 1 |
|
|
2024
Q4 | $47.6M | Buy |
180,152
+3,827
| +2% | +$1.01M | 9.96% | 1 |
|
|
2024
Q3 | $46.5M | Buy |
176,325
+4,073
| +2% | +$1.07M | 10.13% | 1 |
|
|
2024
Q2 | $41.7M | Buy |
172,252
+5,003
| +3% | +$1.21M | 9.5% | 1 |
|
|
2024
Q1 | $41.8M | Buy |
167,249
+6,463
| +4% | +$1.61M | 9.92% | 1 |
|
|
2023
Q4 | $37.4M | Buy |
160,786
+8,557
| +6% | +$1.99M | 9.67% | 1 |
|
|
2023
Q3 | $31.7M | Buy |
152,229
+1,257
| +0.8% | +$262K | 9.2% | 1 |
|
|
2023
Q2 | $33.2M | Sell |
150,972
-532
| -0.4% | -$117K | 8.74% | 1 |
|
|
2023
Q1 | $32M | Buy |
151,504
+8,744
| +6% | +$1.84M | 8.6% | 1 |
|
|
2022
Q4 | $29.1M | Buy |
142,760
+39,037
| +38% | +$7.96M | 8.41% | 1 |
|
|
2022
Q3 | $19.5M | Sell |
103,723
-40,966
| -28% | -$7.7M | 5.79% | 3 |
|
|
2022
Q2 | $28.5M | Buy |
+144,689
| New | +$28.5M | 8.96% | 1 |
|
|
2020
Q1 | – | Sell |
-1,421
| Closed | -$253K | – | 74 |
|
|
2019
Q4 | $253K | Sell |
1,421
-100
| -7% | -$17.8K | 0.08% | 67 |
|
|
2019
Q3 | $255K | Hold |
1,521
| – | – | 0.09% | 66 |
|
|
2019
Q2 | $254K | Sell |
1,521
-1,010
| -40% | -$169K | 0.09% | 54 |
|
|
2019
Q1 | $407K | Buy |
+2,531
| New | +$407K | 0.15% | 49 |
|