HBW Advisory Services’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 | $737K | Sell |
2,635
-253
| -9% | -$70.8K | 0.09% | 197 |
|
|
2025
Q1 | $747K | Buy |
2,888
+19
| +0.7% | +$4.91K | 0.11% | 168 |
|
|
2024
Q4 | $758K | Sell |
2,869
-329
| -10% | -$86.9K | 0.08% | 161 |
|
|
2024
Q3 | $844K | Sell |
3,198
-98
| -3% | -$25.9K | 0.12% | 152 |
|
|
2024
Q2 | $798K | Sell |
3,296
-349
| -10% | -$84.5K | 0.13% | 149 |
|
|
2024
Q1 | $848K | Hold |
3,645
| – | – | 0.16% | 136 |
|
|
2023
Q4 | $848K | Sell |
3,645
-220
| -6% | -$51.2K | 0.16% | 136 |
|
|
2023
Q3 | $805K | Sell |
3,865
-1,574
| -29% | -$328K | 0.17% | 138 |
|
|
2023
Q2 | $1.2M | Buy |
+5,439
| New | +$1.2M | 0.26% | 90 |
|
|
2023
Q1 | – | Sell |
-6,487
| Closed | -$1.32M | – | 292 |
|
|
2022
Q4 | $1.32M | Buy |
6,487
+3,498
| +117% | +$713K | 0.35% | 81 |
|
|
2022
Q3 | $562K | Buy |
2,989
+37
| +1% | +$6.96K | 0.16% | 145 |
|
|
2022
Q2 | $582K | Buy |
2,952
+543
| +23% | +$107K | 0.15% | 140 |
|
|
2022
Q1 | $573K | Buy |
2,409
+12
| +0.5% | +$2.85K | 0.2% | 121 |
|
|
2021
Q4 | $611K | Buy |
2,397
+235
| +11% | +$59.9K | 0.14% | 137 |
|
|
2021
Q3 | $512K | Buy |
2,162
+131
| +6% | +$31K | 0.13% | 150 |
|
|
2021
Q2 | $482K | Buy |
2,031
+135
| +7% | +$32K | 0.13% | 156 |
|
|
2021
Q1 | $420K | Buy |
1,896
+463
| +32% | +$103K | 0.11% | 157 |
|
|
2020
Q4 | $296K | Buy |
1,433
+63
| +5% | +$13K | 0.09% | 167 |
|
|
2020
Q3 | $241K | Buy |
+1,370
| New | +$241K | 0.1% | 164 |
|