Glassman Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Buy |
3,996
+8
| +0.2% | +$594 | 0.04% | 65 |
|
|
2025
Q4 | $289K | Buy |
3,988
+12
| +0.3% | +$873 | 0.04% | 65 |
|
|
2025
Q3 | $292K | Buy |
3,976
+8
| +0.2% | +$575 | 0.04% | 63 |
|
|
2025
Q2 | $278K | Sell |
3,968
-760
| -16% | -$49.9K | 0.04% | 65 |
|
|
2025
Q1 | $306K | Buy |
4,728
+12
| +0.3% | +$805 | 0.05% | 54 |
|
|
2024
Q4 | $311K | Sell |
4,716
-68
| -1% | -$4.62K | 0.05% | 53 |
|
|
2024
Q3 | $316K | Buy |
4,784
+16
| +0.3% | +$1K | 0.05% | 54 |
|
|
2024
Q2 | $289K | Sell |
4,768
-336
| -7% | -$20.4K | 0.05% | 58 |
|
|
2024
Q1 | $319K | Buy |
5,104
+8
| +0.2% | +$473 | 0.06% | 52 |
|
|
2023
Q4 | $296K | Buy |
5,096
+1,428
| +39% | +$76.3K | 0.04% | 138 |
|
|
2023
Q3 | $191K | Sell |
3,668
-696
| -16% | -$38.2K | 0.03% | 176 |
|
|
2023
Q2 | $240K | Buy |
4,364
+12
| +0.3% | +$629 | 0.04% | 143 |
|
|
2023
Q1 | $230K | Sell |
4,352
-48
| -1% | -$2.55K | 0.04% | 149 |
|
|
2022
Q4 | $224K | Sell |
4,400
-320
| -7% | -$16.3K | 0.04% | 160 |
|
|
2022
Q3 | $222K | Buy |
4,720
+8
| +0.2% | +$418 | 0.05% | 138 |
|
|
2022
Q2 | $232K | Buy |
4,712
+2,656
| +129% | +$144K | 0.05% | 139 |
|
|
2022
Q1 | $122K | Buy |
2,056
+4
| +0.2% | +$235 | 0.02% | 226 |
|
|
2021
Q4 | $131K | Buy |
2,052
+4
| +0.2% | +$251 | 0.02% | 206 |
|
|
2021
Q3 | $121K | Buy |
2,048
+4
| +0.2% | +$242 | 0.03% | 213 |
|
|
2021
Q2 | $121K | Buy |
2,044
+496
| +32% | +$28.7K | 0.03% | 210 |
|
|
2021
Q1 | $86K | Sell |
1,548
-500
| -24% | -$27.1K | 0.02% | 242 |
|
|
2020
Q4 | $106K | Buy |
2,048
+16
| +0.8% | +$775 | 0.02% | 218 |
|
|
2020
Q3 | $90K | Buy |
2,032
+1,640
| +418% | +$71.5K | 0.02% | 213 |
|
|
2020
Q2 | $16K | Sell |
392
-428
| -52% | -$16.4K | 0.01% | 421 |
|
|
2020
Q1 | $27K | Hold |
820
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $37K | Hold |
820
| – | – | 0.01% | 296 |
|
|
2019
Q3 | $34K | Hold |
820
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $34K | Hold |
820
| – | – | 0.01% | 305 |
|
|
2019
Q1 | $33K | Hold |
820
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $28K | Hold |
820
| – | – | 0.02% | 255 |
|
|
2018
Q3 | $34K | Hold |
820
| – | – | 0.02% | 258 |
|
|
2018
Q2 | $32K | Hold |
820
| – | – | 0.02% | 240 |
|
|
2018
Q1 | $32K | Hold |
820
| – | – | 0.02% | 225 |
|
|
2017
Q4 | $32K | Hold |
820
| – | – | 0.02% | 199 |
|
|
2017
Q3 | $30K | Hold |
820
| – | – | 0.02% | 191 |
|
|
2017
Q2 | $29K | Hold |
820
| – | – | 0.02% | 198 |
|
|
2017
Q1 | $29K | Sell |
820
-580
| -41% | -$19.9K | 0.02% | 215 |
|
|
2016
Q4 | $46K | Hold |
1,400
| – | – | 0.03% | 182 |
|
|
2016
Q3 | $45K | Sell |
1,400
-140
| -9% | -$4.49K | 0.04% | 152 |
|
|
2016
Q2 | $48K | Hold |
1,540
| – | – | 0.04% | 141 |
|
|
2016
Q1 | $47K | Hold |
1,540
| – | – | 0.04% | 143 |
|
|
2015
Q4 | $46K | Hold |
1,540
| – | – | 0.04% | 148 |
|
|
2015
Q3 | $45K | Hold |
1,540
| – | – | 0.04% | 150 |
|
|
2015
Q2 | $49K | Hold |
1,540
| – | – | 0.04% | 154 |
|
|
2015
Q1 | $51K | Hold |
1,540
| – | – | 0.04% | 146 |
|
|
2014
Q4 | $48K | Buy |
+1,540
| New | +$46.4K | 0.03% | 163 |
|
Other funds holding VO
