Gradient Capital Advisors’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 | $4.23M | Buy |
15,120
+11
| +0.1% | +$3.08K | 1.25% | 26 |
|
|
2025
Q1 | $3.91M | Sell |
15,109
-74
| -0.5% | -$19.1K | 1.28% | 25 |
|
|
2024
Q4 | $4.01M | Buy |
15,183
+370
| +2% | +$97.7K | 1.29% | 24 |
|
|
2024
Q3 | $3.91M | Sell |
14,813
-12
| -0.1% | -$3.17K | 1.29% | 23 |
|
|
2024
Q2 | $3.59M | Buy |
14,825
+90
| +0.6% | +$21.8K | 1.28% | 25 |
|
|
2024
Q1 | $3.68M | Sell |
14,735
-364
| -2% | -$90.9K | 1.35% | 23 |
|
|
2023
Q4 | $3.51M | Sell |
15,099
-222
| -1% | -$51.6K | 1.34% | 22 |
|
|
2023
Q3 | $3.19M | Sell |
15,321
-21
| -0.1% | -$4.37K | 1.33% | 21 |
|
|
2023
Q2 | $3.38M | Buy |
15,342
+29
| +0.2% | +$6.39K | 1.35% | 21 |
|
|
2023
Q1 | $3.23M | Buy |
15,313
+28
| +0.2% | +$5.91K | 1.37% | 20 |
|
|
2022
Q4 | $3.12M | Buy |
15,285
+482
| +3% | +$98.2K | 1.42% | 19 |
|
|
2022
Q3 | $2.78M | Sell |
14,803
-1,615
| -10% | -$304K | 1.33% | 19 |
|
|
2022
Q2 | $3.23M | Buy |
16,418
+683
| +4% | +$135K | 1.55% | 16 |
|
|
2022
Q1 | $3.74M | Buy |
15,735
+3,067
| +24% | +$729K | 1.59% | 15 |
|
|
2021
Q4 | $3.23M | Buy |
12,668
+51
| +0.4% | +$13K | 1.34% | 19 |
|
|
2021
Q3 | $2.99M | Sell |
12,617
-105
| -0.8% | -$24.9K | 1.37% | 21 |
|
|
2021
Q2 | $3.02M | Buy |
12,722
+41
| +0.3% | +$9.73K | 1.42% | 22 |
|
|
2021
Q1 | $2.81M | Sell |
12,681
-322
| -2% | -$71.3K | 1.49% | 19 |
|
|
2020
Q4 | $2.69M | Sell |
13,003
-573
| -4% | -$118K | 1.53% | 17 |
|
|
2020
Q3 | $2.39M | Buy |
13,576
+8
| +0.1% | +$1.41K | 1.49% | 20 |
|
|
2020
Q2 | $2.22M | Buy |
13,568
+2,235
| +20% | +$366K | 1.5% | 19 |
|
|
2020
Q1 | $1.49M | Buy |
11,333
+942
| +9% | +$124K | 1.2% | 23 |
|
|
2019
Q4 | $1.85M | Sell |
10,391
-97
| -0.9% | -$17.3K | 1.29% | 21 |
|
|
2019
Q3 | $1.76M | Sell |
10,488
-41
| -0.4% | -$6.87K | 1.31% | 22 |
|
|
2019
Q2 | $1.76M | Sell |
10,529
-296
| -3% | -$49.5K | 1.35% | 23 |
|
|
2019
Q1 | $1.74M | Buy |
10,825
+705
| +7% | +$113K | 1.39% | 20 |
|
|
2018
Q4 | $1.4M | Buy |
10,120
+1,014
| +11% | +$140K | 1.21% | 22 |
|
|
2018
Q3 | $1.5M | Buy |
9,106
+137
| +2% | +$22.5K | 1.26% | 18 |
|
|
2018
Q2 | $1.41M | Sell |
8,969
-32
| -0.4% | -$5.05K | 1.31% | 20 |
|
|
2018
Q1 | $1.39M | Sell |
9,001
-86
| -0.9% | -$13.3K | 1.39% | 19 |
|
|
2017
Q4 | $1.41M | Buy |
+9,087
| New | +$1.41M | 1.44% | 18 |
|