Gries Financial’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 | $240K | Hold |
858
| – | – | 0.04% | 250 |
|
|
2025
Q1 | $222K | Hold |
858
| – | – | 0.04% | 256 |
|
|
2024
Q4 | $227K | Hold |
858
| – | – | 0.04% | 250 |
|
|
2024
Q3 | $226K | Sell |
858
-15
| -2% | -$3.96K | 0.04% | 241 |
|
|
2024
Q2 | $211K | Sell |
873
-241
| -22% | -$58.3K | 0.04% | 227 |
|
|
2024
Q1 | $278K | Sell |
1,114
-435
| -28% | -$109K | 0.05% | 225 |
|
|
2023
Q4 | $360K | Hold |
1,549
| – | – | 0.08% | 156 |
|
|
2023
Q3 | $323K | Sell |
1,549
-3
| -0.2% | -$625 | 0.09% | 144 |
|
|
2023
Q2 | $342K | Buy |
1,552
+3
| +0.2% | +$660 | 0.09% | 135 |
|
|
2023
Q1 | $327K | Buy |
1,549
+241
| +18% | +$50.8K | 0.1% | 138 |
|
|
2022
Q4 | $267K | Hold |
1,308
| – | – | 0.09% | 136 |
|
|
2022
Q3 | $246K | Sell |
1,308
-291
| -18% | -$54.7K | 0.1% | 130 |
|
|
2022
Q2 | $315K | Buy |
1,599
+151
| +10% | +$29.7K | 0.15% | 102 |
|
|
2022
Q1 | $344K | Hold |
1,448
| – | – | 0.13% | 124 |
|
|
2021
Q4 | $369K | Hold |
1,448
| – | – | 0.15% | 123 |
|
|
2021
Q3 | $343K | Hold |
1,448
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $348K | Hold |
1,448
| – | – | 0.11% | 126 |
|
|
2021
Q1 | $327K | Buy |
+1,448
| New | +$327K | 0.1% | 135 |
|