Greenwich 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 | $3.89M | Buy |
13,900
+135
| +1% | +$37.8K | 0.19% | 53 |
|
2025
Q1 | $3.56M | Sell |
13,765
-3
| -0% | -$776 | 0.27% | 47 |
|
2024
Q4 | $3.64M | Buy |
13,768
+120
| +0.9% | +$31.7K | 0.26% | 49 |
|
2024
Q3 | $3.6M | Buy |
13,648
+435
| +3% | +$115K | 0.25% | 47 |
|
2024
Q2 | $3.2M | Buy |
13,213
+100
| +0.8% | +$24.2K | 0.23% | 52 |
|
2024
Q1 | $3.28M | Buy |
13,113
+148
| +1% | +$37K | 0.26% | 49 |
|
2023
Q4 | $3.02M | Buy |
12,965
+123
| +1% | +$28.6K | 0.3% | 49 |
|
2023
Q3 | $2.67M | Sell |
12,842
-13
| -0.1% | -$2.71K | 0.28% | 49 |
|
2023
Q2 | $2.83M | Buy |
12,855
+440
| +4% | +$96.9K | 0.3% | 53 |
|
2023
Q1 | $2.62M | Buy |
12,415
+35
| +0.3% | +$7.38K | 0.29% | 56 |
|
2022
Q4 | $2.52M | Sell |
12,380
-300
| -2% | -$61.1K | 0.28% | 54 |
|
2022
Q3 | $2.38M | Sell |
12,680
-2,448
| -16% | -$460K | 0.25% | 58 |
|
2022
Q2 | $2.98M | Buy |
15,128
+250
| +2% | +$49.2K | 0.39% | 47 |
|
2022
Q1 | $3.54M | Sell |
14,878
-7
| -0% | -$1.67K | 0.36% | 41 |
|
2021
Q4 | $3.79M | Buy |
14,885
+75
| +0.5% | +$19.1K | 0.31% | 40 |
|
2021
Q3 | $3.51M | Buy |
14,810
+315
| +2% | +$74.6K | 0.29% | 44 |
|
2021
Q2 | $3.44M | Buy |
14,495
+2,203
| +18% | +$523K | 0.29% | 45 |
|
2021
Q1 | $2.72M | Sell |
12,292
-15
| -0.1% | -$3.32K | 0.22% | 52 |
|
2020
Q4 | $2.55M | Sell |
12,307
-200
| -2% | -$41.4K | 0.22% | 52 |
|
2020
Q3 | $2.21M | Buy |
12,507
+5,662
| +83% | +$998K | 0.39% | 48 |
|
2020
Q2 | $1.12M | Buy |
6,845
+5,202
| +317% | +$853K | 0.21% | 82 |
|
2020
Q1 | $216K | Sell |
1,643
-585
| -26% | -$76.9K | 0.05% | 157 |
|
2019
Q4 | $397K | Buy |
2,228
+6
| +0.3% | +$1.07K | 0.08% | 138 |
|
2019
Q3 | $372K | Buy |
2,222
+50
| +2% | +$8.37K | 0.07% | 139 |
|
2019
Q2 | $363K | Buy |
2,172
+14
| +0.6% | +$2.34K | 0.06% | 143 |
|
2019
Q1 | $347K | Hold |
2,158
| – | – | 0.06% | 132 |
|
2018
Q4 | $298K | Sell |
2,158
-10
| -0.5% | -$1.38K | 0.06% | 144 |
|
2018
Q3 | $356K | Buy |
2,168
+60
| +3% | +$9.85K | 0.06% | 141 |
|
2018
Q2 | $332K | Buy |
2,108
+299
| +17% | +$47.1K | 0.06% | 140 |
|
2018
Q1 | $279K | Buy |
1,809
+65
| +4% | +$10K | 0.04% | 146 |
|
2017
Q4 | $270K | Sell |
1,744
-75
| -4% | -$11.6K | 0.05% | 153 |
|
2017
Q3 | $267K | Buy |
+1,819
| New | +$267K | 0.05% | 150 |
|
2017
Q1 | – | Sell |
-1,685
| Closed | -$222K | – | 211 |
|
2016
Q4 | $222K | Hold |
1,685
| – | – | 0.03% | 177 |
|
2016
Q3 | $218K | Hold |
1,685
| – | – | 0.04% | 182 |
|
2016
Q2 | $208K | Buy |
+1,685
| New | +$208K | 0.05% | 178 |
|