Heirloom 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 | $462K | Hold |
1,652
| – | – | 0.12% | 32 |
|
|
2025
Q1 | $427K | Hold |
1,652
| – | – | 0.12% | 31 |
|
|
2024
Q4 | $436K | Hold |
1,652
| – | – | 0.13% | 34 |
|
|
2024
Q3 | $436K | Hold |
1,652
| – | – | 0.14% | 31 |
|
|
2024
Q2 | $400K | Hold |
1,652
| – | – | 0.13% | 32 |
|
|
2024
Q1 | $413K | Sell |
1,652
-47
| -3% | -$11.7K | 0.14% | 38 |
|
|
2023
Q4 | $395K | Buy |
1,699
+46
| +3% | +$10.7K | 0.15% | 40 |
|
|
2023
Q3 | $344K | Sell |
1,653
-335
| -17% | -$69.8K | 0.15% | 43 |
|
|
2023
Q2 | $438K | Buy |
1,988
+140
| +8% | +$30.8K | 0.19% | 39 |
|
|
2023
Q1 | $390K | Sell |
1,848
-182
| -9% | -$38.4K | 0.19% | 42 |
|
|
2022
Q4 | $414K | Buy |
+2,030
| New | +$414K | 0.26% | 39 |
|
|
2022
Q2 | $716K | Buy |
+3,300
| New | +$716K | 0.59% | 20 |
|