Gerber Kawasaki Wealth & Investment 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 | $475K | Buy |
1,698
+597
| +54% | +$167K | 0.02% | 208 |
|
|
2025
Q1 | $285K | Buy |
1,101
+10
| +0.9% | +$2.59K | 0.01% | 252 |
|
|
2024
Q4 | $288K | Sell |
1,091
-28
| -3% | -$7.4K | 0.01% | 239 |
|
|
2024
Q3 | $295K | Buy |
1,119
+26
| +2% | +$6.86K | 0.01% | 237 |
|
|
2024
Q2 | $265K | Buy |
1,093
+8
| +0.7% | +$1.94K | 0.01% | 243 |
|
|
2024
Q1 | $271K | Buy |
1,085
+34
| +3% | +$8.5K | 0.01% | 233 |
|
|
2023
Q4 | $245K | Buy |
1,051
+54
| +5% | +$12.6K | 0.01% | 226 |
|
|
2023
Q3 | $208K | Sell |
997
-77
| -7% | -$16K | 0.01% | 239 |
|
|
2023
Q2 | $237K | Sell |
1,074
-56
| -5% | -$12.3K | 0.02% | 227 |
|
|
2023
Q1 | $238K | Buy |
1,130
+28
| +3% | +$5.91K | 0.02% | 218 |
|
|
2022
Q4 | $225K | Buy |
+1,102
| New | +$225K | 0.02% | 224 |
|
|
2022
Q2 | – | Sell |
-920
| Closed | -$218K | – | 275 |
|
|
2022
Q1 | $218K | Sell |
920
-768
| -45% | -$182K | 0.02% | 241 |
|
|
2021
Q4 | $430K | Buy |
1,688
+150
| +10% | +$38.2K | 0.03% | 169 |
|
|
2021
Q3 | $364K | Sell |
1,538
-334
| -18% | -$79K | 0.05% | 121 |
|
|
2021
Q2 | $444K | Buy |
1,872
+429
| +30% | +$102K | 0.05% | 155 |
|
|
2021
Q1 | $319K | Buy |
1,443
+76
| +6% | +$16.8K | 0.04% | 163 |
|
|
2020
Q4 | $282K | Buy |
+1,367
| New | +$282K | 0.04% | 143 |
|