Hurlow Wealth Management Group’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 | $1.72M | Sell |
6,140
-57
| -0.9% | -$16K | 0.49% | 29 |
|
|
2025
Q1 | $1.6M | Sell |
6,197
-524
| -8% | -$136K | 0.5% | 31 |
|
|
2024
Q4 | $1.78M | Buy |
6,721
+23
| +0.3% | +$6.08K | 0.55% | 30 |
|
|
2024
Q3 | $1.77M | Buy |
6,698
+47
| +0.7% | +$12.4K | 0.55% | 28 |
|
|
2024
Q2 | $1.61M | Buy |
6,651
+6
| +0.1% | +$1.45K | 0.55% | 28 |
|
|
2024
Q1 | $1.66M | Buy |
6,645
+387
| +6% | +$96.7K | 0.59% | 29 |
|
|
2023
Q4 | $1.46M | Sell |
6,258
-14
| -0.2% | -$3.26K | 0.55% | 31 |
|
|
2023
Q3 | $1.31M | Sell |
6,272
-207
| -3% | -$43.1K | 0.57% | 29 |
|
|
2023
Q2 | $1.43M | Sell |
6,479
-1
| -0% | -$220 | 0.61% | 29 |
|
|
2023
Q1 | $1.37M | Buy |
6,480
+345
| +6% | +$72.8K | 0.63% | 29 |
|
|
2022
Q4 | $1.25M | Hold |
6,135
| – | – | 0.65% | 31 |
|
|
2022
Q3 | $1.15M | Buy |
6,135
+429
| +8% | +$80.6K | 0.67% | 27 |
|
|
2022
Q2 | $1.12M | Sell |
5,706
-451
| -7% | -$88.8K | 0.65% | 30 |
|
|
2022
Q1 | $1.46M | Sell |
6,157
-67
| -1% | -$15.9K | 0.9% | 24 |
|
|
2021
Q4 | $1.28M | Buy |
6,224
+199
| +3% | +$41K | 1.01% | 20 |
|
|
2021
Q3 | $1.43M | Sell |
6,025
-159
| -3% | -$37.6K | 0.85% | 23 |
|
|
2021
Q2 | $1.47M | Sell |
6,184
-122
| -2% | -$29K | 0.97% | 21 |
|
|
2021
Q1 | $1.4M | Hold |
6,306
| – | – | 1.01% | 19 |
|
|
2020
Q4 | $1.3M | Buy |
6,306
+479
| +8% | +$99.1K | 1.02% | 19 |
|
|
2020
Q3 | $1.03M | Buy |
5,827
+100
| +2% | +$17.6K | 0.94% | 21 |
|
|
2020
Q2 | $942K | Sell |
5,727
-136
| -2% | -$22.4K | 0.91% | 20 |
|
|
2020
Q1 | $831K | Buy |
5,863
+1,085
| +23% | +$154K | 0.89% | 26 |
|
|
2019
Q4 | $865K | Buy |
4,778
+501
| +12% | +$90.7K | 0.85% | 24 |
|
|
2019
Q3 | $712K | Buy |
4,277
+484
| +13% | +$80.6K | 0.76% | 28 |
|
|
2019
Q2 | $645K | Sell |
3,793
-178
| -4% | -$30.3K | 0.68% | 35 |
|
|
2019
Q1 | $662K | Buy |
3,971
+1,282
| +48% | +$214K | 0.71% | 32 |
|
|
2018
Q4 | $403K | Buy |
+2,689
| New | +$403K | 0.49% | 46 |
|