Golden State Wealth 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 | $1.23M | Sell |
4,382
-101
| -2% | -$28.3K | 0.15% | 120 |
|
|
2025
Q1 | $1.16M | Buy |
4,483
+320
| +8% | +$82.8K | 0.17% | 108 |
|
|
2024
Q4 | $1.1M | Buy |
+4,163
| New | +$1.1M | 0.16% | 108 |
|
|
2022
Q1 | $690K | Buy |
2,900
+142
| +5% | +$33.8K | 0.14% | 144 |
|
|
2021
Q4 | $703K | Buy |
2,758
+61
| +2% | +$15.5K | 0.12% | 164 |
|
|
2021
Q3 | $639K | Hold |
2,697
| – | – | 0.14% | 141 |
|
|
2021
Q2 | $640K | Sell |
2,697
-392
| -13% | -$93K | 0.14% | 137 |
|
|
2021
Q1 | $683K | Buy |
3,089
+456
| +17% | +$101K | 0.23% | 81 |
|
|
2020
Q4 | $544K | Buy |
2,633
+419
| +19% | +$86.6K | 0.16% | 117 |
|
|
2020
Q3 | $390K | Sell |
2,214
-757
| -25% | -$133K | 0.13% | 120 |
|
|
2020
Q2 | $431K | Buy |
2,971
+1,124
| +61% | +$163K | 0.14% | 108 |
|
|
2020
Q1 | $243K | Buy |
+1,847
| New | +$243K | 0.11% | 128 |
|
|
2019
Q4 | – | Sell |
-2,066
| Closed | -$346K | – | 912 |
|
|
2019
Q3 | $346K | Buy |
2,066
+315
| +18% | +$52.8K | 0.11% | 145 |
|
|
2019
Q2 | $292K | Sell |
1,751
-150
| -8% | -$25K | 0.09% | 169 |
|
|
2019
Q1 | $306K | Buy |
+1,901
| New | +$306K | 0.1% | 164 |
|