Hardy Reed’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 | $460K | Buy |
1,643
+3
| +0.2% | +$839 | 0.04% | 140 |
|
|
2025
Q1 | $424K | Hold |
1,640
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $433K | Hold |
1,640
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $433K | Hold |
1,640
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $397K | Hold |
1,640
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $410K | Buy |
1,640
+436
| +36% | +$109K | 0.05% | 76 |
|
|
2023
Q4 | $280K | Hold |
1,204
| – | – | 0.04% | 97 |
|
|
2023
Q3 | $251K | Hold |
1,204
| – | – | 0.05% | 86 |
|
|
2023
Q2 | $265K | Sell |
1,204
-21,340
| -95% | -$4.7M | 0.05% | 81 |
|
|
2023
Q1 | $4.75M | Hold |
22,544
| – | – | 0.84% | 16 |
|
|
2022
Q4 | $4.59M | Buy |
22,544
+20,248
| +882% | +$4.13M | 0.87% | 15 |
|
|
2022
Q3 | $432K | Hold |
2,296
| – | – | 0.1% | 49 |
|
|
2022
Q2 | $452K | Hold |
2,296
| – | – | 0.1% | 47 |
|
|
2022
Q1 | $546K | Sell |
2,296
-37,840
| -94% | -$9M | 0.1% | 41 |
|
|
2021
Q4 | $10.2M | Sell |
40,136
-1,780
| -4% | -$453K | 1.68% | 11 |
|
|
2021
Q3 | $9.92M | Sell |
41,916
-5,328
| -11% | -$1.26M | 1.76% | 10 |
|
|
2021
Q2 | $11.2M | Sell |
47,244
-550
| -1% | -$131K | 1.99% | 9 |
|
|
2021
Q1 | $10.6M | Buy |
47,794
+1,655
| +4% | +$366K | 2.03% | 8 |
|
|
2020
Q4 | $9.54M | Buy |
46,139
+1,900
| +4% | +$393K | 1.99% | 9 |
|
|
2020
Q3 | $7.8M | Hold |
44,239
| – | – | 1.95% | 9 |
|
|
2020
Q2 | $7.25M | Buy |
44,239
+999
| +2% | +$164K | 2.57% | 9 |
|
|
2020
Q1 | $5.69M | Hold |
43,240
| – | – | 2.6% | 9 |
|
|
2019
Q4 | $7.71M | Buy |
43,240
+1,140
| +3% | +$203K | 2.87% | 10 |
|
|
2019
Q3 | $7.06M | Buy |
42,100
+999
| +2% | +$167K | 2.82% | 10 |
|
|
2019
Q2 | $6.87M | Buy |
41,101
+1,121
| +3% | +$187K | 2.7% | 11 |
|
|
2019
Q1 | $6.43M | Hold |
39,980
| – | – | 2.35% | 11 |
|
|
2018
Q4 | $5.52M | Buy |
+39,980
| New | +$5.52M | 2.26% | 11 |
|