Hoese & Co’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 | $437K | Buy |
1,560
+450
| +41% | +$126K | 0.35% | 21 |
|
|
2025
Q1 | $287K | Hold |
1,110
| – | – | 0.25% | 23 |
|
|
2024
Q4 | $293K | Hold |
1,110
| – | – | 0.25% | 23 |
|
|
2024
Q3 | $293K | Hold |
1,110
| – | – | 0.25% | 28 |
|
|
2024
Q2 | $272K | Buy |
1,110
+410
| +59% | +$100K | 0.24% | 23 |
|
|
2024
Q1 | $168K | Hold |
700
| – | – | 0.15% | 33 |
|
|
2023
Q4 | $153K | Hold |
700
| – | – | 0.15% | 37 |
|
|
2023
Q3 | $146K | Hold |
700
| – | – | 0.15% | 38 |
|
|
2023
Q2 | $154K | Hold |
700
| – | – | 0.14% | 40 |
|
|
2023
Q1 | $150K | Hold |
700
| – | – | 0.17% | 42 |
|
|
2022
Q4 | $152K | Sell |
700
-306
| -30% | -$66.4K | 0.16% | 45 |
|
|
2022
Q3 | $189K | Hold |
1,006
| – | – | 0.22% | 39 |
|
|
2022
Q2 | $198K | Hold |
1,006
| – | – | 0.22% | 43 |
|
|
2022
Q1 | $239K | Hold |
1,006
| – | – | 0.25% | 38 |
|
|
2021
Q4 | $256K | Hold |
1,006
| – | – | 0.25% | 43 |
|
|
2021
Q3 | $238K | Hold |
1,006
| – | – | 0.26% | 44 |
|
|
2021
Q2 | $239K | Buy |
1,006
+306
| +44% | +$72.7K | 0.27% | 42 |
|
|
2021
Q1 | $155K | Buy |
+700
| New | +$155K | 0.19% | 49 |
|