Howe & Rusling’s Vanguard Mid-Cap ETF VO Stock Holding History

Howe & Rusling’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.29M	Buy	29,612 +1,855	+7%	+$519K	0.61%	48
2025 Q1	$7.18M	Sell	27,757 -2,045	-7%	-$529K	0.6%	53
2024 Q4	$7.87M	Buy	29,802 +841	+3%	+$222K	0.68%	48
2024 Q3	$7.64M	Buy	28,961 +3,035	+12%	+$801K	0.66%	52
2024 Q2	$6.28M	Sell	25,926 -1,344	-5%	-$325K	0.57%	64
2024 Q1	$6.81M	Sell	27,270 -6,672	-20%	-$1.67M	0.65%	56
2023 Q4	$7.9M	Buy	33,942 +2,497	+8%	+$581K	0.84%	42
2023 Q3	$6.55M	Buy	31,445 +661	+2%	+$138K	0.77%	45
2023 Q2	$6.78M	Buy	30,784 +168	+0.5%	+$37K	0.76%	45
2023 Q1	$6.46M	Buy	30,616 +1,222	+4%	+$258K	0.77%	45
2022 Q4	$5.99M	Sell	29,394 -689	-2%	-$140K	0.75%	48
2022 Q3	$5.66M	Buy	30,083 +1,446	+5%	+$272K	0.75%	46
2022 Q2	$5.64M	Buy	28,637 +2,038	+8%	+$401K	0.72%	49
2022 Q1	$6.33M	Sell	26,599 -3,574	-12%	-$850K	0.73%	50
2021 Q4	$7.69M	Buy	30,173 +222	+0.7%	+$56.6K	0.9%	41
2021 Q3	$7.09M	Buy	29,951 +431	+1%	+$102K	0.89%	42
2021 Q2	$7.01M	Sell	29,520 -1,544	-5%	-$366K	0.88%	43
2021 Q1	$6.88M	Buy	31,064 +91	+0.3%	+$20.1K	0.93%	42
2020 Q4	$6.4M	Sell	30,973 -12,637	-29%	-$2.61M	0.97%	37
2020 Q3	$7.69M	Sell	43,610 -609	-1%	-$107K	1.32%	22
2020 Q2	$7.25M	Buy	44,219 +1,476	+3%	+$242K	1.34%	26
2020 Q1	$5.63M	Buy	42,743 +7,034	+20%	+$926K	1.21%	28
2019 Q4	$6.36M	Buy	35,709 +1,204	+3%	+$215K	1.05%	30
2019 Q3	$5.78M	Sell	34,505 -1,008	-3%	-$169K	1.01%	34
2019 Q2	$5.94M	Buy	35,513 +563	+2%	+$94.1K	1.03%	33
2019 Q1	$5.62M	Buy	34,950 +5,075	+17%	+$816K	0.97%	36
2018 Q4	$4.13M	Buy	29,875 +28,437	+1,978%	+$3.93M	0.87%	38
2018 Q3	$236K	Buy	1,438 +1,251	+669%	+$205K	0.04%	145
2018 Q2	$29K	Buy	+187	New	+$29K	0.01%	317
2017 Q1	–	Sell	-60	Closed	-$8K	–	1064
2016 Q4	$8K	Hold	60	–	–	﹤0.01%	570
2016 Q3	$8K	Buy	+60	New	+$8K	﹤0.01%	575