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 |
|