HTG Investment Advisors’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 | $305K | Hold |
1,089
| – | – | 0.11% | 55 |
|
|
2025
Q1 | $282K | Hold |
1,089
| – | – | 0.12% | 56 |
|
|
2024
Q4 | $288K | Buy |
1,089
+65
| +6% | +$17.2K | 0.13% | 56 |
|
|
2024
Q3 | $270K | Buy |
1,024
+57
| +6% | +$15K | 0.13% | 53 |
|
|
2024
Q2 | $234K | Sell |
967
-126
| -12% | -$30.5K | 0.13% | 55 |
|
|
2024
Q1 | $273K | Hold |
1,093
| – | – | 0.16% | 54 |
|
|
2023
Q4 | $254K | Hold |
1,093
| – | – | 0.17% | 53 |
|
|
2023
Q3 | $228K | Hold |
1,093
| – | – | 0.18% | 49 |
|
|
2023
Q2 | $241K | Hold |
1,093
| – | – | 0.2% | 49 |
|
|
2023
Q1 | $231K | Hold |
1,093
| – | – | 0.21% | 47 |
|
|
2022
Q4 | $223K | Buy |
+1,093
| New | +$223K | 0.23% | 47 |
|