Geneva Partners’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 | $476K | Sell |
1,701
-910
| -35% | -$255K | 0.19% | 59 |
|
|
2025
Q1 | $675K | Sell |
2,611
-243
| -9% | -$62.8K | 0.35% | 43 |
|
|
2024
Q4 | $754K | Buy |
2,854
+232
| +9% | +$61.3K | 0.31% | 48 |
|
|
2024
Q3 | $692K | Buy |
2,622
+200
| +8% | +$52.8K | 0.3% | 52 |
|
|
2024
Q2 | $586K | Buy |
2,422
+59
| +2% | +$14.3K | 0.24% | 52 |
|
|
2024
Q1 | $590K | Sell |
2,363
-12,964
| -85% | -$3.24M | 0.26% | 54 |
|
|
2023
Q4 | $3.57M | Buy |
+15,327
| New | +$3.57M | 1.98% | 26 |
|
|
2022
Q1 | – | Sell |
-16,086
| Closed | -$4.1M | – | 121 |
|
|
2021
Q4 | $4.1M | Buy |
+16,086
| New | +$4.1M | 1.94% | 19 |
|