Hofer & Associates’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 | $4.3M | Buy |
15,368
+212
| +1% | +$59.3K | 2.68% | 14 |
|
|
2025
Q1 | $3.92M | Buy |
15,156
+630
| +4% | +$163K | 2.66% | 12 |
|
|
2024
Q4 | $3.84M | Sell |
14,526
-14
| -0.1% | -$3.7K | 2.58% | 12 |
|
|
2024
Q3 | $3.84M | Buy |
14,540
+98
| +0.7% | +$25.9K | 2.65% | 12 |
|
|
2024
Q2 | $3.5M | Buy |
14,442
+208
| +1% | +$50.4K | 2.71% | 12 |
|
|
2024
Q1 | $3.56M | Buy |
14,234
+566
| +4% | +$141K | 2.99% | 11 |
|
|
2023
Q4 | $3.18M | Sell |
13,668
-140
| -1% | -$32.6K | 2.95% | 12 |
|
|
2023
Q3 | $2.88M | Hold |
13,808
| – | – | 2.95% | 13 |
|
|
2023
Q2 | $3.04M | Buy |
13,808
+1,147
| +9% | +$253K | 2.92% | 13 |
|
|
2023
Q1 | $2.58M | Sell |
12,661
-65
| -0.5% | -$13.2K | 2.58% | 14 |
|
|
2022
Q4 | $2.59M | Buy |
12,726
+287
| +2% | +$58.5K | 2.59% | 14 |
|
|
2022
Q3 | $2.34M | Buy |
12,439
+649
| +6% | +$122K | 2.51% | 14 |
|
|
2022
Q2 | $2.32M | Buy |
11,790
+144
| +1% | +$28.4K | 2.42% | 14 |
|
|
2022
Q1 | $2.77M | Buy |
11,646
+1,627
| +16% | +$387K | 2.44% | 15 |
|
|
2021
Q4 | $2.55M | Buy |
+10,019
| New | +$2.55M | 2.31% | 16 |
|