Global Financial Private Client’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 | – | Sell |
-422
| Closed | -$109K | – | 1557 |
|
|
2025
Q1 | $109K | Sell |
422
-1
| -0.2% | -$259 | 0.04% | 258 |
|
|
2024
Q4 | $112K | Hold |
423
| – | – | 0.04% | 252 |
|
|
2024
Q3 | $112K | Hold |
423
| – | – | 0.04% | 248 |
|
|
2024
Q2 | $102K | Hold |
423
| – | – | 0.04% | 233 |
|
|
2024
Q1 | $105K | Hold |
423
| – | – | 0.05% | 231 |
|
|
2023
Q4 | $98.4K | Hold |
423
| – | – | 0.05% | 230 |
|
|
2023
Q3 | $87.1K | Hold |
423
| – | – | 0.05% | 225 |
|
|
2023
Q2 | $93.4K | Hold |
423
| – | – | 0.05% | 225 |
|
|
2023
Q1 | $89.1K | Hold |
423
| – | – | 0.05% | 224 |
|
|
2022
Q4 | $86.2K | Hold |
423
| – | – | 0.05% | 213 |
|
|
2022
Q3 | $81.9K | Hold |
423
| – | – | 0.05% | 213 |
|
|
2022
Q2 | $84.4K | Hold |
423
| – | – | 0.05% | 206 |
|
|
2022
Q1 | $101K | Hold |
423
| – | – | 0.05% | 193 |
|
|
2021
Q4 | $108K | Hold |
423
| – | – | 0.05% | 192 |
|
|
2021
Q3 | $101K | Hold |
423
| – | – | 0.05% | 180 |
|
|
2021
Q2 | $101K | Hold |
423
| – | – | 0.06% | 176 |
|
|
2021
Q1 | $95K | Sell |
423
-9
| -2% | -$2.02K | 0.07% | 154 |
|
|
2020
Q4 | $89.4K | Hold |
432
| – | – | 0.07% | 145 |
|
|
2020
Q3 | $76.9K | Sell |
432
-19
| -4% | -$3.38K | 0.07% | 153 |
|
|
2020
Q2 | $74.1K | Sell |
451
-3,855
| -90% | -$634K | 0.06% | 168 |
|
|
2020
Q1 | $539K | Sell |
4,306
-54
| -1% | -$6.77K | 0.57% | 39 |
|
|
2019
Q4 | $777K | Buy |
+4,360
| New | +$777K | 0.65% | 34 |
|