HBW Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,108
| Closed | -$806K | – | 472 |
|
|
2025
Q4 | $806K | Buy |
11,108
+72
| +0.7% | +$5.24K | 0.09% | 211 |
|
|
2025
Q3 | $810K | Buy |
11,036
+496
| +5% | +$35.6K | 0.09% | 199 |
|
|
2025
Q2 | $737K | Sell |
10,540
-1,012
| -9% | -$66.4K | 0.09% | 197 |
|
|
2025
Q1 | $747K | Buy |
11,552
+76
| +0.7% | +$5.1K | 0.11% | 168 |
|
|
2024
Q4 | $758K | Sell |
11,476
-1,316
| -10% | -$89.3K | 0.08% | 161 |
|
|
2024
Q3 | $844K | Sell |
12,792
-392
| -3% | -$24.6K | 0.12% | 152 |
|
|
2024
Q2 | $798K | Sell |
13,184
-1,396
| -10% | -$84.8K | 0.13% | 149 |
|
|
2024
Q1 | $848K | Hold |
14,580
| – | – | 0.16% | 136 |
|
|
2023
Q4 | $848K | Sell |
14,580
-880
| -6% | -$47K | 0.16% | 136 |
|
|
2023
Q3 | $805K | Sell |
15,460
-6,296
| -29% | -$345K | 0.17% | 138 |
|
|
2023
Q2 | $1.2M | Buy |
+21,756
| New | +$1.14M | 0.26% | 90 |
|
|
2023
Q1 | – | Sell |
-25,948
| Closed | -$1.32M | – | 295 |
|
|
2022
Q4 | $1.32M | Buy |
25,948
+13,992
| +117% | +$713K | 0.35% | 82 |
|
|
2022
Q3 | $562K | Buy |
11,956
+148
| +1% | +$7.74K | 0.16% | 145 |
|
|
2022
Q2 | $582K | Buy |
11,808
+2,172
| +23% | +$117K | 0.15% | 140 |
|
|
2022
Q1 | $573K | Buy |
9,636
+48
| +0.5% | +$2.82K | 0.2% | 122 |
|
|
2021
Q4 | $611K | Buy |
9,588
+940
| +11% | +$58.9K | 0.14% | 138 |
|
|
2021
Q3 | $512K | Buy |
8,648
+524
| +6% | +$31.7K | 0.13% | 151 |
|
|
2021
Q2 | $482K | Buy |
8,124
+540
| +7% | +$31.3K | 0.13% | 157 |
|
|
2021
Q1 | $420K | Buy |
7,584
+1,852
| +32% | +$101K | 0.11% | 158 |
|
|
2020
Q4 | $296K | Buy |
5,732
+252
| +5% | +$12.2K | 0.09% | 168 |
|
|
2020
Q3 | $241K | Buy |
+5,480
| New | +$239K | 0.1% | 165 |
|
Other funds holding VO
