Grimes & Company’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 | $1.19M | Sell |
4,238
-186
| -4% | -$52.1K | 0.03% | 201 |
|
|
2025
Q1 | $1.14M | Sell |
4,424
-628
| -12% | -$162K | 0.04% | 180 |
|
|
2024
Q4 | $1.33M | Sell |
5,052
-276
| -5% | -$72.9K | 0.04% | 174 |
|
|
2024
Q3 | $1.41M | Sell |
5,328
-22
| -0.4% | -$5.81K | 0.04% | 163 |
|
|
2024
Q2 | $1.3M | Sell |
5,350
-232
| -4% | -$56.2K | 0.04% | 159 |
|
|
2024
Q1 | $1.39M | Buy |
5,582
+427
| +8% | +$107K | 0.04% | 153 |
|
|
2023
Q4 | $1.2M | Sell |
5,155
-245
| -5% | -$57K | 0.04% | 160 |
|
|
2023
Q3 | $1.12M | Sell |
5,400
-320
| -6% | -$66.6K | 0.04% | 154 |
|
|
2023
Q2 | $1.26M | Sell |
5,720
-552
| -9% | -$122K | 0.04% | 144 |
|
|
2023
Q1 | $1.32M | Sell |
6,272
-124
| -2% | -$26.2K | 0.05% | 138 |
|
|
2022
Q4 | $1.3M | Buy |
+6,396
| New | +$1.3M | 0.06% | 141 |
|
|
2021
Q4 | – | Sell |
-964
| Closed | -$228K | – | 315 |
|
|
2021
Q3 | $228K | Hold |
964
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $229K | Sell |
964
-60
| -6% | -$14.3K | 0.01% | 271 |
|
|
2021
Q1 | $227K | Buy |
+1,024
| New | +$227K | 0.01% | 261 |
|
|
2015
Q3 | – | Sell |
-2,053
| Closed | -$262K | – | 209 |
|
|
2015
Q2 | $262K | Buy |
+2,053
| New | +$262K | 0.04% | 157 |
|