GeoWealth 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 | $23.2M | Buy |
82,993
+8,292
| +11% | +$2.32M | 0.91% | 21 |
|
|
2025
Q1 | $19.3M | Sell |
74,701
-17,639
| -19% | -$4.56M | 0.78% | 23 |
|
|
2024
Q4 | $24.4M | Buy |
92,340
+5,686
| +7% | +$1.5M | 0.8% | 23 |
|
|
2024
Q3 | $22.9M | Buy |
86,654
+18,075
| +26% | +$4.77M | 0.81% | 24 |
|
|
2024
Q2 | $16.6M | Buy |
68,579
+1,305
| +2% | +$316K | 0.72% | 26 |
|
|
2024
Q1 | $16.8M | Buy |
67,274
+64,419
| +2,256% | +$16.1M | 0.65% | 35 |
|
|
2023
Q4 | $664K | Buy |
2,855
+2,362
| +479% | +$549K | 0.05% | 279 |
|
|
2023
Q3 | $102K | Sell |
493
-42
| -8% | -$8.69K | 0.01% | 330 |
|
|
2023
Q2 | $116K | Buy |
535
+168
| +46% | +$36.4K | 0.01% | 278 |
|
|
2023
Q1 | $77K | Buy |
+367
| New | +$77K | 0.01% | 264 |
|
|
2022
Q1 | – | Sell |
-813
| Closed | -$209K | – | 431 |
|
|
2021
Q4 | $209K | Sell |
813
-814
| -50% | -$209K | 0.02% | 266 |
|
|
2021
Q3 | $385K | Buy |
+1,627
| New | +$385K | 0.03% | 244 |
|
|
2019
Q4 | – | Sell |
-1,374
| Closed | -$231K | – | 221 |
|
|
2019
Q3 | $231K | Buy |
+1,374
| New | +$231K | 0.05% | 186 |
|