GHP Investment 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
Q2 | $480K | Sell |
1,714
-88
| -5% | -$24.6K | 0.02% | 300 |
|
|
2025
Q1 | $466K | Buy |
1,802
+79
| +5% | +$20.4K | 0.02% | 306 |
|
|
2024
Q4 | $455K | Buy |
1,723
+107
| +7% | +$28.3K | 0.02% | 303 |
|
|
2024
Q3 | $426K | Buy |
1,616
+432
| +36% | +$114K | 0.02% | 313 |
|
|
2024
Q2 | $287K | Hold |
1,184
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $296K | Buy |
1,184
+2
| +0.2% | +$500 | 0.01% | 340 |
|
|
2023
Q4 | $275K | Buy |
1,182
+2
| +0.2% | +$465 | 0.01% | 347 |
|
|
2023
Q3 | $244K | Buy |
1,180
+1
| +0.1% | +$207 | 0.01% | 349 |
|
|
2023
Q2 | $260K | Sell |
1,179
-30
| -2% | -$6.62K | 0.02% | 345 |
|
|
2023
Q1 | $255K | Sell |
1,209
-448
| -27% | -$94.5K | 0.02% | 347 |
|
|
2022
Q4 | $338K | Sell |
1,657
-173
| -9% | -$35.3K | 0.02% | 326 |
|
|
2022
Q3 | $344K | Buy |
1,830
+122
| +7% | +$22.9K | 0.03% | 314 |
|
|
2022
Q2 | $336K | Buy |
1,708
+1
| +0.1% | +$197 | 0.03% | 315 |
|
|
2022
Q1 | $406K | Sell |
1,707
-54
| -3% | -$12.8K | 0.03% | 300 |
|
|
2021
Q4 | $449K | Buy |
1,761
+8
| +0.5% | +$2.04K | 0.03% | 255 |
|
|
2021
Q3 | $415K | Buy |
1,753
+56
| +3% | +$13.3K | 0.03% | 245 |
|
|
2021
Q2 | $403K | Buy |
1,697
+1
| +0.1% | +$237 | 0.03% | 246 |
|
|
2021
Q1 | $375K | Sell |
1,696
-4
| -0.2% | -$884 | 0.03% | 246 |
|
|
2020
Q4 | $351K | Sell |
1,700
-74
| -4% | -$15.3K | 0.03% | 241 |
|
|
2020
Q3 | $313K | Buy |
1,774
+51
| +3% | +$9K | 0.04% | 239 |
|
|
2020
Q2 | $282K | Hold |
1,723
| – | – | 0.04% | 246 |
|
|
2020
Q1 | $227K | Buy |
1,723
+2
| +0.1% | +$263 | 0.03% | 262 |
|
|
2019
Q4 | $307K | Buy |
+1,721
| New | +$307K | 0.03% | 266 |
|