Geneos Wealth Management’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 | $5.22M | Sell |
18,661
-26,918
| -59% | -$7.53M | 0.13% | 201 |
|
|
2025
Q1 | $11.8M | Buy |
45,579
+33,688
| +283% | +$8.71M | 0.17% | 147 |
|
|
2024
Q4 | $3.14M | Buy |
11,891
+849
| +8% | +$224K | 0.11% | 207 |
|
|
2024
Q3 | $2.91M | Buy |
11,042
+8,406
| +319% | +$2.22M | 0.11% | 215 |
|
|
2024
Q2 | $638K | Buy |
2,636
+118
| +5% | +$28.6K | 0.03% | 446 |
|
|
2024
Q1 | $629K | Sell |
2,518
-477
| -16% | -$119K | 0.03% | 440 |
|
|
2023
Q4 | $697K | Sell |
2,995
-138
| -4% | -$32.1K | 0.03% | 399 |
|
|
2023
Q3 | $652K | Sell |
3,133
-28
| -0.9% | -$5.83K | 0.03% | 410 |
|
|
2023
Q2 | $696K | Sell |
3,161
-77
| -2% | -$17K | 0.04% | 389 |
|
|
2023
Q1 | $683K | Buy |
3,238
+104
| +3% | +$21.9K | 0.04% | 384 |
|
|
2022
Q4 | $639K | Buy |
3,134
+94
| +3% | +$19.2K | 0.04% | 369 |
|
|
2022
Q3 | $571K | Sell |
3,040
-485
| -14% | -$91.1K | 0.04% | 370 |
|
|
2022
Q2 | $703K | Sell |
3,525
-54
| -2% | -$10.8K | 0.03% | 411 |
|
|
2022
Q1 | $851K | Sell |
3,579
-44,992
| -93% | -$10.7M | 0.04% | 403 |
|
|
2021
Q4 | $12.4M | Buy |
48,571
+44,669
| +1,145% | +$11.4M | 0.47% | 42 |
|
|
2021
Q3 | $935K | Buy |
3,902
+111
| +3% | +$26.6K | 0.04% | 403 |
|
|
2021
Q2 | $906K | Sell |
3,791
-55,272
| -94% | -$13.2M | 0.04% | 390 |
|
|
2021
Q1 | $13.7M | Buy |
59,063
+27,250
| +86% | +$6.32M | 0.38% | 61 |
|
|
2020
Q4 | $957K | Buy |
31,813
+28,116
| +761% | +$846K | 0.04% | 359 |
|
|
2020
Q3 | $639K | Sell |
3,697
-9,958
| -73% | -$1.72M | 0.03% | 381 |
|
|
2020
Q2 | $2.09M | Sell |
13,655
-11,919
| -47% | -$1.82M | 0.12% | 182 |
|
|
2020
Q1 | $3.4M | Sell |
25,574
-188
| -0.7% | -$25K | 0.23% | 103 |
|
|
2019
Q4 | $4.59M | Sell |
25,762
-674
| -3% | -$120K | 0.24% | 114 |
|
|
2019
Q3 | $4.41M | Buy |
26,436
+274
| +1% | +$45.7K | 0.26% | 102 |
|
|
2019
Q2 | $4.37M | Sell |
26,162
-338
| -1% | -$56.5K | 0.27% | 97 |
|
|
2019
Q1 | $4.26M | Buy |
26,500
+2,200
| +9% | +$354K | 0.28% | 91 |
|
|
2018
Q4 | $3.33M | Buy |
24,300
+3,095
| +15% | +$423K | 0.25% | 111 |
|
|
2018
Q3 | $3.48M | Buy |
21,205
+2,145
| +11% | +$352K | 0.23% | 128 |
|
|
2018
Q2 | $3.04M | Buy |
19,060
+16,221
| +571% | +$2.59M | 0.24% | 109 |
|
|
2018
Q1 | $437K | Sell |
2,839
-197
| -6% | -$30.3K | 0.04% | 333 |
|
|
2017
Q4 | $469K | Buy |
3,036
+178
| +6% | +$27.5K | 0.04% | 330 |
|
|
2017
Q3 | $420K | Sell |
2,858
-208
| -7% | -$30.6K | 0.04% | 334 |
|
|
2017
Q2 | $437K | Buy |
3,066
+79
| +3% | +$11.3K | 0.04% | 320 |
|
|
2017
Q1 | $416K | Sell |
2,987
-155
| -5% | -$21.6K | 0.04% | 317 |
|
|
2016
Q4 | $413K | Buy |
3,142
+621
| +25% | +$81.6K | 0.05% | 291 |
|
|
2016
Q3 | $326K | Sell |
2,521
-50
| -2% | -$6.47K | 0.04% | 339 |
|
|
2016
Q2 | $318K | Buy |
2,571
+235
| +10% | +$29.1K | 0.05% | 335 |
|
|
2016
Q1 | $284K | Buy |
+2,336
| New | +$284K | 0.04% | 350 |
|