Garden State Investment Advisory Services’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 | $2.75M | Buy |
9,813
+1,730
| +21% | +$484K | 0.69% | 34 |
|
|
2025
Q1 | $2.09M | Buy |
8,083
+2,940
| +57% | +$760K | 0.67% | 42 |
|
|
2024
Q4 | $1.36M | Hold |
5,143
| – | – | 0.4% | 55 |
|
|
2024
Q3 | $1.36M | Sell |
5,143
-79
| -2% | -$20.8K | 0.44% | 49 |
|
|
2024
Q2 | $1.26M | Hold |
5,222
| – | – | 0.44% | 51 |
|
|
2024
Q1 | $1.3M | Hold |
5,222
| – | – | 0.47% | 47 |
|
|
2023
Q4 | $1.21M | Sell |
5,222
-67
| -1% | -$15.6K | 0.48% | 46 |
|
|
2023
Q3 | $1.1M | Hold |
5,289
| – | – | 0.51% | 42 |
|
|
2023
Q2 | $1.16M | Hold |
5,289
| – | – | 0.46% | 40 |
|
|
2023
Q1 | $1.12M | Buy |
5,289
+464
| +10% | +$97.9K | 0.48% | 39 |
|
|
2022
Q4 | $983K | Buy |
+4,825
| New | +$983K | 0.58% | 37 |
|