HB Wealth Management’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 | $29.3M | Sell |
104,824
-11,822
| -10% | -$3.31M | 0.23% | 56 |
|
|
2025
Q1 | $30.2M | Buy |
116,646
+22,657
| +24% | +$5.86M | 0.25% | 55 |
|
|
2024
Q4 | $24.8M | Buy |
93,989
+2,165
| +2% | +$572K | 0.25% | 48 |
|
|
2024
Q3 | $24.2M | Sell |
91,824
-2,593
| -3% | -$684K | 0.26% | 44 |
|
|
2024
Q2 | $22.9M | Sell |
94,417
-3,223
| -3% | -$780K | 0.27% | 44 |
|
|
2024
Q1 | $24.4M | Sell |
97,640
-5,112
| -5% | -$1.28M | 0.31% | 37 |
|
|
2023
Q4 | $23.9M | Buy |
102,752
+1,760
| +2% | +$409K | 0.34% | 32 |
|
|
2023
Q3 | $21M | Sell |
100,992
-3,148
| -3% | -$656K | 0.34% | 33 |
|
|
2023
Q2 | $22.9M | Buy |
104,140
+88
| +0.1% | +$19.4K | 0.37% | 30 |
|
|
2023
Q1 | $21.9M | Sell |
104,052
-3,093
| -3% | -$652K | 0.38% | 28 |
|
|
2022
Q4 | $21.8M | Sell |
107,145
-2,041
| -2% | -$416K | 0.4% | 29 |
|
|
2022
Q3 | $20.5M | Buy |
109,186
+4,785
| +5% | +$899K | 0.44% | 23 |
|
|
2022
Q2 | $20.6M | Sell |
104,401
-7,298
| -7% | -$1.44M | 0.42% | 24 |
|
|
2022
Q1 | $26.6M | Buy |
111,699
+91,115
| +443% | +$21.7M | 0.49% | 21 |
|
|
2021
Q4 | $5.24M | Buy |
+20,584
| New | +$5.24M | 0.11% | 82 |
|