Fusion Family Wealth’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 | $3.04M | Hold |
10,855
| – | – | 0.26% | 19 |
|
|
2025
Q1 | $2.81M | Sell |
10,855
-114
| -1% | -$29.5K | 0.26% | 19 |
|
|
2024
Q4 | $2.9M | Buy |
10,969
+28
| +0.3% | +$7.4K | 0.27% | 19 |
|
|
2024
Q3 | $2.89M | Sell |
10,941
-32
| -0.3% | -$8.44K | 0.27% | 19 |
|
|
2024
Q2 | $2.66M | Sell |
10,973
-6
| -0.1% | -$1.45K | 0.27% | 19 |
|
|
2024
Q1 | $2.74M | Sell |
10,979
-76
| -0.7% | -$19K | 0.28% | 19 |
|
|
2023
Q4 | $2.57M | Sell |
11,055
-87
| -0.8% | -$20.2K | 0.29% | 20 |
|
|
2023
Q3 | $2.32M | Sell |
11,142
-80
| -0.7% | -$16.7K | 0.29% | 20 |
|
|
2023
Q2 | $2.47M | Buy |
11,222
+269
| +2% | +$59.2K | 0.3% | 19 |
|
|
2023
Q1 | $2.31M | Sell |
10,953
-254
| -2% | -$53.6K | 0.3% | 20 |
|
|
2022
Q4 | $2.28M | Sell |
11,207
-642
| -5% | -$131K | 0.31% | 19 |
|
|
2022
Q3 | $2.81M | Buy |
11,849
+395
| +3% | +$93.5K | 0.42% | 18 |
|
|
2022
Q2 | $2.26M | Sell |
11,454
-161
| -1% | -$31.7K | 0.32% | 18 |
|
|
2022
Q1 | $2.76M | Sell |
11,615
-300
| -3% | -$71.4K | 0.37% | 19 |
|
|
2021
Q4 | $3.04M | Buy |
11,915
+66
| +0.6% | +$16.8K | 0.45% | 17 |
|
|
2021
Q3 | $2.81M | Sell |
11,849
-289
| -2% | -$68.4K | 0.42% | 18 |
|
|
2021
Q2 | $2.88M | Buy |
12,138
+199
| +2% | +$47.2K | 0.43% | 19 |
|
|
2021
Q1 | $2.64M | Buy |
11,939
+850
| +8% | +$188K | 0.41% | 19 |
|
|
2020
Q4 | $2.29M | Sell |
11,089
-2,210
| -17% | -$457K | 0.41% | 18 |
|
|
2020
Q3 | $2.34M | Buy |
13,299
+2,015
| +18% | +$355K | 0.47% | 18 |
|
|
2020
Q2 | $1.85M | Sell |
11,284
-3,316
| -23% | -$544K | 0.44% | 19 |
|
|
2020
Q1 | $1.92M | Buy |
14,600
+855
| +6% | +$113K | 0.52% | 20 |
|
|
2019
Q4 | $2.45M | Sell |
13,745
-319
| -2% | -$56.8K | 0.56% | 19 |
|
|
2019
Q3 | $2.36M | Sell |
14,064
-1,247
| -8% | -$209K | 0.63% | 16 |
|
|
2019
Q2 | $2.56M | Sell |
15,311
-1,096
| -7% | -$183K | 0.64% | 17 |
|
|
2019
Q1 | $2.65M | Sell |
16,407
-1,332
| -8% | -$215K | 0.73% | 17 |
|
|
2018
Q4 | $2.45M | Sell |
17,739
-1,627
| -8% | -$225K | 0.72% | 19 |
|
|
2018
Q3 | $3.18M | Sell |
19,366
-4,049
| -17% | -$665K | 0.85% | 19 |
|
|
2018
Q2 | $3.69M | Sell |
23,415
-1,179
| -5% | -$186K | 1.04% | 20 |
|
|
2018
Q1 | $3.79M | Sell |
24,594
-3,021
| -11% | -$466K | 1.28% | 14 |
|
|
2017
Q4 | $4.27M | Sell |
27,615
-2,433
| -8% | -$377K | 1.07% | 18 |
|
|
2017
Q3 | $4.42M | Sell |
30,048
-2,284
| -7% | -$336K | 1.5% | 18 |
|
|
2017
Q2 | $4.61M | Sell |
32,332
-2,061
| -6% | -$294K | 1.58% | 21 |
|
|
2017
Q1 | $4.79M | Buy |
+34,393
| New | +$4.79M | 1.79% | 19 |
|