HT Partners’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
$343K Hold
1,226
0.1% 38
2025
Q1
$317K Hold
1,226
0.11% 38
2024
Q4
$324K Sell
1,226
-8
-0.6% -$2.11K 0.11% 40
2024
Q3
$326K Sell
1,234
-71
-5% -$18.7K 0.12% 38
2024
Q2
$316K Hold
1,305
0.11% 39
2024
Q1
$326K Hold
1,305
0.12% 38
2023
Q4
$304K Buy
1,305
+150
+13% +$34.9K 0.12% 38
2023
Q3
$241K Sell
1,155
-47
-4% -$9.79K 0.07% 47
2023
Q2
$265K Hold
1,202
0.08% 46
2023
Q1
$254K Sell
1,202
-6
-0.5% -$1.27K 0.07% 43
2022
Q4
$246K Hold
1,208
0.08% 41
2022
Q3
$227K Hold
1,208
0.1% 42
2022
Q2
$238K Buy
1,208
+154
+15% +$30.3K 0.09% 46
2022
Q1
$251K Buy
+1,054
New +$251K 0.08% 48