Horizon Family Wealth’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 | $8.25M | Sell |
29,473
-400
| -1% | -$112K | 5.03% | 6 |
|
|
2025
Q1 | $7.73M | Buy |
29,873
+3,785
| +15% | +$979K | 5.15% | 6 |
|
|
2024
Q4 | $6.89M | Buy |
26,088
+1,738
| +7% | +$459K | 4.58% | 6 |
|
|
2024
Q3 | $6.42M | Buy |
24,350
+600
| +3% | +$158K | 4.59% | 6 |
|
|
2024
Q2 | $5.75M | Sell |
23,750
-191
| -0.8% | -$46.2K | 4.38% | 6 |
|
|
2024
Q1 | $5.98M | Sell |
23,941
-21,947
| -48% | -$5.48M | 4.61% | 5 |
|
|
2023
Q4 | $10.7M | Sell |
45,888
-182
| -0.4% | -$42.3K | 8.98% | 4 |
|
|
2023
Q3 | $9.59M | Buy |
46,070
+1,199
| +3% | +$250K | 9.29% | 4 |
|
|
2023
Q2 | $9.88M | Buy |
44,871
+998
| +2% | +$220K | 9.45% | 3 |
|
|
2023
Q1 | $9.25M | Buy |
43,873
+720
| +2% | +$152K | 9.8% | 3 |
|
|
2022
Q4 | $8.8M | Sell |
43,153
-2,549
| -6% | -$520K | 10.13% | 3 |
|
|
2022
Q3 | $8.59M | Buy |
45,702
+173
| +0.4% | +$32.5K | 10.49% | 2 |
|
|
2022
Q2 | $8.97M | Buy |
45,529
+2,081
| +5% | +$410K | 10.42% | 2 |
|
|
2022
Q1 | $10.3M | Buy |
43,448
+2,173
| +5% | +$517K | 10.24% | 2 |
|
|
2021
Q4 | $10.5M | Buy |
+41,275
| New | +$10.5M | 10.72% | 2 |
|