Howard 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 | $533K | Sell |
1,905
-41
| -2% | -$11.5K | 0.27% | 73 |
|
|
2025
Q1 | $503K | Sell |
1,946
-23
| -1% | -$5.95K | 0.28% | 76 |
|
|
2024
Q4 | $520K | Buy |
1,969
+194
| +11% | +$51.2K | 0.28% | 71 |
|
|
2024
Q3 | $468K | Sell |
1,775
-9
| -0.5% | -$2.37K | 0.27% | 75 |
|
|
2024
Q2 | $432K | Buy |
1,784
+360
| +25% | +$87.2K | 0.34% | 65 |
|
|
2024
Q1 | $356K | Sell |
1,424
-30
| -2% | -$7.5K | 0.29% | 67 |
|
|
2023
Q4 | $338K | Sell |
1,454
-45
| -3% | -$10.5K | 0.28% | 69 |
|
|
2023
Q3 | $312K | Sell |
1,499
-15
| -1% | -$3.12K | 0.29% | 67 |
|
|
2023
Q2 | $333K | Sell |
1,514
-20
| -1% | -$4.4K | 0.29% | 69 |
|
|
2023
Q1 | $324K | Sell |
1,534
-12
| -0.8% | -$2.53K | 0.27% | 77 |
|
|
2022
Q4 | $315K | Sell |
1,546
-70
| -4% | -$14.3K | 0.26% | 83 |
|
|
2022
Q3 | $303K | Buy |
+1,616
| New | +$303K | 0.21% | 91 |
|
|
2022
Q2 | – | Sell |
-1,631
| Closed | -$387K | – | 130 |
|
|
2022
Q1 | $387K | Sell |
1,631
-20
| -1% | -$4.75K | 0.21% | 89 |
|
|
2021
Q4 | $420K | Buy |
1,651
+3
| +0.2% | +$763 | 0.22% | 92 |
|
|
2021
Q3 | $390K | Hold |
1,648
| – | – | 0.22% | 88 |
|
|
2021
Q2 | $391K | Buy |
1,648
+43
| +3% | +$10.2K | 0.22% | 90 |
|
|
2021
Q1 | $355K | Sell |
1,605
-15
| -0.9% | -$3.32K | 0.21% | 90 |
|
|
2020
Q4 | $334K | Sell |
1,620
-65
| -4% | -$13.4K | 0.21% | 95 |
|
|
2020
Q3 | $296K | Sell |
1,685
-202
| -11% | -$35.5K | 0.21% | 94 |
|
|
2020
Q2 | $309K | Buy |
1,887
+13
| +0.7% | +$2.13K | 0.25% | 86 |
|
|
2020
Q1 | $246K | Sell |
1,874
-90
| -5% | -$11.8K | 0.26% | 85 |
|
|
2019
Q4 | $349K | Buy |
+1,964
| New | +$349K | 0.29% | 76 |
|