Global Strategic Investment Solutions’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 | $594K | Hold |
2,124
| – | – | 0.06% | 97 |
|
|
2025
Q1 | $549K | Buy |
2,124
+1
| +0% | +$259 | 0.06% | 94 |
|
|
2024
Q4 | $561K | Buy |
2,123
+34
| +2% | +$8.98K | 0.07% | 95 |
|
|
2024
Q3 | $551K | Buy |
2,089
+2
| +0.1% | +$528 | 0.06% | 91 |
|
|
2024
Q2 | $505K | Sell |
2,087
-623
| -23% | -$151K | 0.06% | 95 |
|
|
2024
Q1 | $677K | Sell |
2,710
-405
| -13% | -$101K | 0.08% | 84 |
|
|
2023
Q4 | $725K | Sell |
3,115
-535
| -15% | -$124K | 0.09% | 74 |
|
|
2023
Q3 | $760K | Buy |
3,650
+12
| +0.3% | +$2.5K | 0.1% | 79 |
|
|
2023
Q2 | $801K | Buy |
3,638
+13
| +0.4% | +$2.86K | 0.1% | 76 |
|
|
2023
Q1 | $765K | Sell |
3,625
-14
| -0.4% | -$2.95K | 0.11% | 72 |
|
|
2022
Q4 | $742K | Buy |
3,639
+18
| +0.5% | +$3.67K | 0.05% | 68 |
|
|
2022
Q3 | $681K | Buy |
3,621
+14
| +0.4% | +$2.63K | 0.03% | 76 |
|
|
2022
Q2 | $710K | Buy |
3,607
+10
| +0.3% | +$1.97K | 0.05% | 64 |
|
|
2022
Q1 | $855K | Hold |
3,597
| – | – | 0.05% | 63 |
|
|
2021
Q4 | $916K | Hold |
3,597
| – | – | 0.15% | 57 |
|
|
2021
Q3 | $852K | Buy |
3,597
+394
| +12% | +$93.3K | 0.14% | 56 |
|
|
2021
Q2 | $760K | Buy |
3,203
+274
| +9% | +$65K | 0.13% | 58 |
|
|
2021
Q1 | $648K | Buy |
+2,929
| New | +$648K | 0.12% | 64 |
|