Harbor Investment Advisory’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 | $1.17M | Sell |
4,195
-235
| -5% | -$65.8K | 0.1% | 152 |
|
2025
Q1 | $1.15M | Sell |
4,430
-1,940
| -30% | -$502K | 0.11% | 142 |
|
2024
Q4 | $1.68M | Buy |
6,370
+2,778
| +77% | +$734K | 0.16% | 104 |
|
2024
Q3 | $948K | Buy |
3,592
+1,044
| +41% | +$275K | 0.09% | 163 |
|
2024
Q2 | $617K | Sell |
2,548
-265
| -9% | -$64.2K | 0.06% | 205 |
|
2024
Q1 | $703K | Sell |
2,813
-135
| -5% | -$33.7K | 0.07% | 194 |
|
2023
Q4 | $686K | Buy |
2,948
+801
| +37% | +$186K | 0.08% | 188 |
|
2023
Q3 | $447K | Hold |
2,147
| – | – | 0.06% | 215 |
|
2023
Q2 | $473K | Hold |
2,147
| – | – | 0.07% | 227 |
|
2023
Q1 | $453K | Sell |
2,147
-175
| -8% | -$36.9K | 0.07% | 225 |
|
2022
Q4 | $473K | Buy |
2,322
+1,370
| +144% | +$279K | 0.07% | 203 |
|
2022
Q3 | $179K | Buy |
952
+2
| +0.2% | +$376 | 0.03% | 353 |
|
2022
Q2 | $187K | Buy |
950
+518
| +120% | +$102K | 0.03% | 351 |
|
2022
Q1 | $103K | Sell |
432
-390
| -47% | -$93K | 0.01% | 531 |
|
2021
Q4 | $209K | Sell |
822
-101
| -11% | -$25.7K | 0.03% | 370 |
|
2021
Q3 | $219K | Buy |
923
+529
| +134% | +$126K | 0.03% | 351 |
|
2021
Q2 | $94K | Hold |
394
| – | – | 0.01% | 525 |
|
2021
Q1 | $87K | Sell |
394
-50
| -11% | -$11K | 0.01% | 515 |
|
2020
Q4 | $92K | Hold |
444
| – | – | 0.01% | 472 |
|
2020
Q3 | $78K | Sell |
444
-32
| -7% | -$5.62K | 0.01% | 411 |
|
2020
Q2 | $78K | Sell |
476
-80
| -14% | -$13.1K | 0.02% | 380 |
|
2020
Q1 | $73K | Sell |
556
-368
| -40% | -$48.3K | 0.02% | 355 |
|
2019
Q4 | $165K | Buy |
+924
| New | +$165K | 0.04% | 267 |
|