Harbor Advisory Corp’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 | $9.1M | Buy |
32,504
+1,185
| +4% | +$332K | 2.9% | 12 |
|
|
2025
Q1 | $8.1M | Buy |
31,319
+1,423
| +5% | +$368K | 2.72% | 12 |
|
|
2024
Q4 | $7.9M | Buy |
29,896
+4,246
| +17% | +$1.12M | 2.59% | 14 |
|
|
2024
Q3 | $6.77M | Buy |
25,650
+272
| +1% | +$71.8K | 2.21% | 17 |
|
|
2024
Q2 | $6.14M | Buy |
25,378
+97
| +0.4% | +$23.5K | 2.12% | 18 |
|
|
2024
Q1 | $6.32M | Buy |
25,281
+50
| +0.2% | +$12.5K | 2.15% | 17 |
|
|
2023
Q4 | $5.87M | Sell |
25,231
-178
| -0.7% | -$41.4K | 2.1% | 17 |
|
|
2023
Q3 | $5.29M | Buy |
25,409
+1,140
| +5% | +$237K | 1.92% | 19 |
|
|
2023
Q2 | $5.34M | Buy |
24,269
+894
| +4% | +$197K | 1.89% | 21 |
|
|
2023
Q1 | $4.93M | Buy |
23,375
+125
| +0.5% | +$26.4K | 1.88% | 21 |
|
|
2022
Q4 | $4.74M | Buy |
23,250
+4,662
| +25% | +$950K | 1.94% | 20 |
|
|
2022
Q3 | $3.49M | Buy |
18,588
+29
| +0.2% | +$5.45K | 1.61% | 27 |
|
|
2022
Q2 | $3.66M | Buy |
18,559
+890
| +5% | +$175K | 1.6% | 26 |
|
|
2022
Q1 | $4.2M | Buy |
17,669
+1,616
| +10% | +$384K | 1.69% | 24 |
|
|
2021
Q4 | $4.09M | Buy |
16,053
+1,106
| +7% | +$282K | 1.66% | 22 |
|
|
2021
Q3 | $3.54M | Buy |
14,947
+815
| +6% | +$193K | 1.54% | 24 |
|
|
2021
Q2 | $3.35M | Buy |
14,132
+857
| +6% | +$203K | 1.51% | 24 |
|
|
2021
Q1 | $2.94M | Buy |
13,275
+725
| +6% | +$160K | 1.17% | 33 |
|
|
2020
Q4 | $2.6M | Buy |
12,550
+608
| +5% | +$126K | 1.37% | 25 |
|
|
2020
Q3 | $2.11M | Sell |
11,942
-15
| -0.1% | -$2.64K | 2.06% | 17 |
|
|
2020
Q2 | $1.96M | Sell |
11,957
-12,630
| -51% | -$2.07M | 1.99% | 18 |
|
|
2020
Q1 | $3.24M | Buy |
24,587
+975
| +4% | +$128K | 3.47% | 13 |
|
|
2019
Q4 | $4.21M | Sell |
23,612
-325
| -1% | -$57.9K | 3.5% | 12 |
|
|
2019
Q3 | $4.01M | Buy |
23,937
+295
| +1% | +$49.4K | 3.5% | 13 |
|
|
2019
Q2 | $3.95M | Buy |
23,642
+165
| +0.7% | +$27.6K | 3.49% | 11 |
|
|
2019
Q1 | $3.77M | Buy |
23,477
+1,320
| +6% | +$212K | 3.37% | 13 |
|
|
2018
Q4 | $3.06M | Sell |
22,157
-140
| -0.6% | -$19.3K | 3.03% | 13 |
|
|
2018
Q3 | $3.66M | Buy |
22,297
+125
| +0.6% | +$20.5K | 3.17% | 14 |
|
|
2018
Q2 | $3.5M | Buy |
22,172
+865
| +4% | +$136K | 3.14% | 13 |
|
|
2018
Q1 | $3.29M | Buy |
21,307
+3,930
| +23% | +$606K | 3.01% | 14 |
|
|
2017
Q4 | $2.69M | Buy |
+17,377
| New | +$2.69M | 2.57% | 17 |
|