Hilltop Wealth Advisors’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 | $3.76M | Sell |
13,435
-884
| -6% | -$247K | 2.11% | 9 |
|
|
2025
Q1 | $3.7M | Sell |
14,319
-863
| -6% | -$223K | 2.09% | 11 |
|
|
2024
Q4 | $4.01M | Sell |
15,182
-236
| -2% | -$62.3K | 2.03% | 11 |
|
|
2024
Q3 | $4.07M | Sell |
15,418
-218
| -1% | -$57.5K | 1.9% | 12 |
|
|
2024
Q2 | $3.79M | Sell |
15,636
-336
| -2% | -$81.3K | 1.9% | 11 |
|
|
2024
Q1 | $3.99M | Sell |
15,972
-523
| -3% | -$131K | 2.04% | 12 |
|
|
2023
Q4 | $3.84M | Sell |
16,495
-56
| -0.3% | -$13K | 2.19% | 11 |
|
|
2023
Q3 | $3.45M | Sell |
16,551
-438
| -3% | -$91.2K | 2.67% | 8 |
|
|
2023
Q2 | $3.74M | Buy |
16,989
+11
| +0.1% | +$2.42K | 2.76% | 8 |
|
|
2023
Q1 | $3.58M | Sell |
16,978
-536
| -3% | -$113K | 2.88% | 8 |
|
|
2022
Q4 | $3.57M | Sell |
17,514
-742
| -4% | -$151K | 3.03% | 8 |
|
|
2022
Q3 | $3.43M | Sell |
18,256
-82
| -0.4% | -$15.4K | 3.53% | 9 |
|
|
2022
Q2 | $3.61M | Sell |
18,338
-120
| -0.7% | -$23.6K | 3.52% | 9 |
|
|
2022
Q1 | $4.39M | Sell |
18,458
-2,440
| -12% | -$580K | 3.74% | 8 |
|
|
2021
Q4 | $5.32M | Sell |
20,898
-400
| -2% | -$102K | 3.7% | 9 |
|
|
2021
Q3 | $5.04M | Sell |
21,298
-624
| -3% | -$148K | 3.54% | 9 |
|
|
2021
Q2 | $5.2M | Sell |
21,922
-1,190
| -5% | -$282K | 3.68% | 9 |
|
|
2021
Q1 | $5.12M | Sell |
23,112
-7,770
| -25% | -$1.72M | 3.91% | 8 |
|
|
2020
Q4 | $6.39M | Sell |
30,882
-739
| -2% | -$153K | 5.69% | 6 |
|
|
2020
Q3 | $5.57M | Sell |
31,621
-359
| -1% | -$63.3K | 5.64% | 6 |
|
|
2020
Q2 | $5.24M | Sell |
31,980
-2,102
| -6% | -$345K | 5.74% | 6 |
|
|
2020
Q1 | $4.49M | Sell |
34,082
-1,808
| -5% | -$238K | 5.48% | 4 |
|
|
2019
Q4 | $6.4M | Buy |
+35,890
| New | +$6.4M | 6.63% | 4 |
|