Horst & Graben 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 | $728K | Hold |
2,601
| – | – | 0.12% | 90 |
|
|
2025
Q1 | $673K | Buy |
2,601
+3
| +0.1% | +$776 | 0.12% | 82 |
|
|
2024
Q4 | $686K | Buy |
2,598
+1
| +0% | +$264 | 0.12% | 77 |
|
|
2024
Q3 | $685K | Buy |
2,597
+5
| +0.2% | +$1.32K | 0.12% | 72 |
|
|
2024
Q2 | $628K | Sell |
2,592
-1
| -0% | -$242 | 0.12% | 74 |
|
|
2024
Q1 | $648K | Sell |
2,593
-10
| -0.4% | -$2.5K | 0.13% | 75 |
|
|
2023
Q4 | $605K | Sell |
2,603
-105
| -4% | -$24.4K | 0.13% | 70 |
|
|
2023
Q3 | $564K | Sell |
2,708
-95
| -3% | -$19.8K | 0.14% | 65 |
|
|
2023
Q2 | $617K | Sell |
2,803
-143
| -5% | -$31.5K | 0.15% | 65 |
|
|
2023
Q1 | $621K | Sell |
2,946
-365
| -11% | -$76.9K | 0.15% | 62 |
|
|
2022
Q4 | $675K | Buy |
3,311
+77
| +2% | +$15.7K | 0.18% | 65 |
|
|
2022
Q3 | $608K | Buy |
3,234
+279
| +9% | +$52.5K | 0.17% | 65 |
|
|
2022
Q2 | $582K | Buy |
2,955
+386
| +15% | +$76K | 0.16% | 69 |
|
|
2022
Q1 | $611K | Sell |
2,569
-14
| -0.5% | -$3.33K | 0.15% | 68 |
|
|
2021
Q4 | $658K | Buy |
2,583
+25
| +1% | +$6.37K | 0.16% | 67 |
|
|
2021
Q3 | $606K | Sell |
2,558
-130
| -5% | -$30.8K | 0.17% | 66 |
|
|
2021
Q2 | $638K | Buy |
2,688
+419
| +18% | +$99.5K | 0.18% | 63 |
|
|
2021
Q1 | $502K | Sell |
2,269
-259
| -10% | -$57.3K | 0.16% | 80 |
|
|
2020
Q4 | $523K | Sell |
2,528
-309
| -11% | -$63.9K | 0.18% | 65 |
|
|
2020
Q3 | $500K | Sell |
2,837
-64
| -2% | -$11.3K | 0.19% | 60 |
|
|
2020
Q2 | $476K | Buy |
2,901
+6
| +0.2% | +$984 | 0.21% | 58 |
|
|
2020
Q1 | $381K | Buy |
+2,895
| New | +$381K | 0.2% | 62 |
|