Hazlett, Burt & Watson’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 | $82K | Buy |
291
+128
| +79% | +$36.1K | 0.03% | 307 |
|
2025
Q1 | $42K | Sell |
163
-41
| -20% | -$10.6K | 0.02% | 381 |
|
2024
Q4 | $54K | Hold |
204
| – | – | 0.02% | 352 |
|
2024
Q3 | $54K | Buy |
204
+46
| +29% | +$12.2K | 0.02% | 345 |
|
2024
Q2 | $39K | Hold |
158
| – | – | 0.02% | 369 |
|
2024
Q1 | $39K | Hold |
158
| – | – | 0.02% | 363 |
|
2023
Q4 | $38K | Hold |
158
| – | – | 0.03% | 346 |
|
2023
Q3 | $33K | Hold |
158
| – | – | 0.02% | 356 |
|
2023
Q2 | $34K | Buy |
158
+41
| +35% | +$8.82K | 0.03% | 353 |
|
2023
Q1 | $24K | Buy |
117
+1
| +0.9% | +$205 | 0.02% | 368 |
|
2022
Q4 | $24K | Hold |
116
| – | – | 0.02% | 359 |
|
2022
Q3 | $22K | Buy |
116
+1
| +0.9% | +$190 | 0.02% | 364 |
|
2022
Q2 | $23K | Buy |
115
+15
| +15% | +$3K | 0.02% | 363 |
|
2022
Q1 | $24K | Buy |
+100
| New | +$24K | 0.02% | 373 |
|