Gibson 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
Q2 | $242K | Sell |
866
-100
| -10% | -$28K | 0.18% | 37 |
|
|
2025
Q1 | $250K | Hold |
966
| – | – | 0.2% | 33 |
|
|
2024
Q4 | $255K | Hold |
966
| – | – | 0.21% | 32 |
|
|
2024
Q3 | $255K | Sell |
966
-351
| -27% | -$92.6K | 0.21% | 32 |
|
|
2024
Q2 | $319K | Sell |
1,317
-80
| -6% | -$19.4K | 0.3% | 29 |
|
|
2024
Q1 | $349K | Buy |
+1,397
| New | +$349K | 0.34% | 25 |
|
|
2022
Q4 | $16.8M | Buy |
82,215
+80,813
| +5,764% | +$16.5M | 0.32% | 26 |
|
|
2022
Q3 | $264K | Sell |
1,402
-50
| -3% | -$9.42K | 0.3% | 25 |
|
|
2022
Q2 | $286K | Sell |
1,452
-85
| -6% | -$16.7K | 0.32% | 24 |
|
|
2022
Q1 | $366K | Hold |
1,537
| – | – | 0.37% | 22 |
|
|
2021
Q4 | $392K | Buy |
+1,537
| New | +$392K | 0.4% | 20 |
|