Goelzer Investment Management’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 | $2.76M | Hold |
9,864
| – | – | 0.15% | 117 |
|
|
2025
Q1 | $2.55M | Sell |
9,864
-136
| -1% | -$35.2K | 0.15% | 119 |
|
|
2024
Q4 | $2.64M | Sell |
10,000
-732
| -7% | -$193K | 0.15% | 120 |
|
|
2024
Q3 | $2.83M | Sell |
10,732
-531
| -5% | -$140K | 0.16% | 118 |
|
|
2024
Q2 | $2.73M | Sell |
11,263
-862
| -7% | -$209K | 0.15% | 118 |
|
|
2024
Q1 | $3.03M | Sell |
12,125
-244
| -2% | -$61K | 0.17% | 112 |
|
|
2023
Q4 | $2.88M | Sell |
12,369
-293
| -2% | -$68.2K | 0.19% | 112 |
|
|
2023
Q3 | $2.64M | Buy |
12,662
+510
| +4% | +$106K | 0.19% | 108 |
|
|
2023
Q2 | $2.68M | Sell |
12,152
-376
| -3% | -$82.8K | 0.23% | 110 |
|
|
2023
Q1 | $2.64M | Sell |
12,528
-325
| -3% | -$68.5K | 0.23% | 110 |
|
|
2022
Q4 | $2.62M | Buy |
12,853
+3,294
| +34% | +$671K | 0.22% | 116 |
|
|
2022
Q3 | $1.8M | Buy |
9,559
+5,298
| +124% | +$996K | 0.18% | 126 |
|
|
2022
Q2 | $839K | Buy |
4,261
+2,204
| +107% | +$434K | 0.08% | 158 |
|
|
2022
Q1 | $489K | Hold |
2,057
| – | – | 0.04% | 176 |
|
|
2021
Q4 | $524K | Buy |
+2,057
| New | +$524K | 0.04% | 181 |
|
|
2019
Q2 | – | Sell |
-1,805
| Closed | -$290K | – | 271 |
|
|
2019
Q1 | $290K | Buy |
+1,805
| New | +$290K | 0.03% | 237 |
|