GGM Wealth Advisors’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
Q1 | $699K | Sell |
2,744
-275
| -9% | -$70K | 0.39% | 57 |
|
|
2024
Q4 | $797K | Buy |
3,019
+201
| +7% | +$53.1K | 0.42% | 54 |
|
|
2024
Q3 | $743K | Buy |
2,818
+510
| +22% | +$135K | 0.32% | 58 |
|
|
2024
Q2 | $561K | Buy |
2,308
+621
| +37% | +$151K | 0.26% | 69 |
|
|
2024
Q1 | $417K | Buy |
1,687
+432
| +34% | +$107K | 0.19% | 81 |
|
|
2023
Q4 | $289K | Buy |
1,255
+235
| +23% | +$54.2K | 0.12% | 117 |
|
|
2023
Q3 | $212K | Buy |
+1,020
| New | +$212K | 0.09% | 129 |
|
|
2023
Q1 | – | Sell |
-1,049
| Closed | -$218K | – | 131 |
|
|
2022
Q4 | $218K | Sell |
1,049
-3,565
| -77% | -$741K | 0.11% | 126 |
|
|
2022
Q3 | $923K | Buy |
4,614
+55
| +1% | +$11K | 0.5% | 42 |
|
|
2022
Q2 | $906K | Buy |
4,559
+368
| +9% | +$73.1K | 0.51% | 41 |
|
|
2022
Q1 | $991K | Buy |
4,191
+223
| +6% | +$52.7K | 0.5% | 45 |
|
|
2021
Q4 | $983K | Buy |
+3,968
| New | +$983K | 0.78% | 35 |
|