Glassman Wealth Services’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 | $278K | Sell |
992
-190
| -16% | -$53.2K | 0.04% | 65 |
|
|
2025
Q1 | $306K | Buy |
1,182
+3
| +0.3% | +$776 | 0.05% | 54 |
|
|
2024
Q4 | $311K | Sell |
1,179
-17
| -1% | -$4.49K | 0.05% | 53 |
|
|
2024
Q3 | $316K | Buy |
1,196
+4
| +0.3% | +$1.06K | 0.05% | 54 |
|
|
2024
Q2 | $289K | Sell |
1,192
-84
| -7% | -$20.3K | 0.05% | 58 |
|
|
2024
Q1 | $319K | Buy |
1,276
+2
| +0.2% | +$500 | 0.06% | 52 |
|
|
2023
Q4 | $296K | Buy |
1,274
+357
| +39% | +$83.1K | 0.04% | 138 |
|
|
2023
Q3 | $191K | Sell |
917
-174
| -16% | -$36.2K | 0.03% | 176 |
|
|
2023
Q2 | $240K | Buy |
1,091
+3
| +0.3% | +$660 | 0.04% | 143 |
|
|
2023
Q1 | $230K | Sell |
1,088
-12
| -1% | -$2.53K | 0.04% | 149 |
|
|
2022
Q4 | $224K | Sell |
1,100
-80
| -7% | -$16.3K | 0.04% | 160 |
|
|
2022
Q3 | $222K | Buy |
1,180
+2
| +0.2% | +$376 | 0.05% | 138 |
|
|
2022
Q2 | $232K | Buy |
1,178
+664
| +129% | +$131K | 0.05% | 139 |
|
|
2022
Q1 | $122K | Buy |
514
+1
| +0.2% | +$237 | 0.02% | 226 |
|
|
2021
Q4 | $131K | Buy |
513
+1
| +0.2% | +$255 | 0.02% | 206 |
|
|
2021
Q3 | $121K | Buy |
512
+1
| +0.2% | +$236 | 0.03% | 213 |
|
|
2021
Q2 | $121K | Buy |
511
+124
| +32% | +$29.4K | 0.03% | 210 |
|
|
2021
Q1 | $86K | Sell |
387
-125
| -24% | -$27.8K | 0.02% | 242 |
|
|
2020
Q4 | $106K | Buy |
512
+4
| +0.8% | +$828 | 0.02% | 218 |
|
|
2020
Q3 | $90K | Buy |
508
+410
| +418% | +$72.6K | 0.02% | 213 |
|
|
2020
Q2 | $16K | Sell |
98
-107
| -52% | -$17.5K | 0.01% | 421 |
|
|
2020
Q1 | $27K | Hold |
205
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $37K | Hold |
205
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $34K | Hold |
205
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $34K | Hold |
205
| – | – | 0.01% | 305 |
|
|
2019
Q1 | $33K | Hold |
205
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $28K | Hold |
205
| – | – | 0.02% | 255 |
|
|
2018
Q3 | $34K | Hold |
205
| – | – | 0.02% | 258 |
|
|
2018
Q2 | $32K | Hold |
205
| – | – | 0.02% | 240 |
|
|
2018
Q1 | $32K | Hold |
205
| – | – | 0.02% | 225 |
|
|
2017
Q4 | $32K | Hold |
205
| – | – | 0.02% | 199 |
|
|
2017
Q3 | $30K | Hold |
205
| – | – | 0.02% | 191 |
|
|
2017
Q2 | $29K | Hold |
205
| – | – | 0.02% | 198 |
|
|
2017
Q1 | $29K | Sell |
205
-145
| -41% | -$20.5K | 0.02% | 215 |
|
|
2016
Q4 | $46K | Hold |
350
| – | – | 0.03% | 182 |
|
|
2016
Q3 | $45K | Sell |
350
-35
| -9% | -$4.5K | 0.04% | 152 |
|
|
2016
Q2 | $48K | Hold |
385
| – | – | 0.04% | 141 |
|
|
2016
Q1 | $47K | Hold |
385
| – | – | 0.04% | 143 |
|
|
2015
Q4 | $46K | Hold |
385
| – | – | 0.04% | 148 |
|
|
2015
Q3 | $45K | Hold |
385
| – | – | 0.04% | 150 |
|
|
2015
Q2 | $49K | Hold |
385
| – | – | 0.04% | 153 |
|
|
2015
Q1 | $51K | Hold |
385
| – | – | 0.04% | 144 |
|
|
2014
Q4 | $48K | Buy |
+385
| New | +$48K | 0.03% | 161 |
|