IEQ Capital’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 | $3.24M | Sell |
11,580
-808
| -7% | -$226K | 0.02% | 534 |
|
|
2025
Q1 | $3.2M | Buy |
12,388
+2,267
| +22% | +$586K | 0.03% | 459 |
|
|
2024
Q4 | $2.67M | Buy |
10,121
+980
| +11% | +$259K | 0.03% | 430 |
|
|
2024
Q3 | $2.41M | Buy |
9,141
+850
| +10% | +$224K | 0.03% | 337 |
|
|
2024
Q2 | $2.01M | Buy |
8,291
+2,422
| +41% | +$586K | 0.03% | 340 |
|
|
2024
Q1 | $1.47M | Buy |
5,869
+513
| +10% | +$128K | 0.02% | 376 |
|
|
2023
Q4 | $1.25M | Buy |
5,356
+748
| +16% | +$174K | 0.02% | 377 |
|
|
2023
Q3 | $959K | Sell |
4,608
-398
| -8% | -$82.9K | 0.02% | 412 |
|
|
2023
Q2 | $1.1M | Hold |
5,006
| – | – | 0.02% | 371 |
|
|
2023
Q1 | $1.06M | Hold |
5,006
| – | – | 0.02% | 373 |
|
|
2022
Q4 | $1.02M | Sell |
5,006
-746
| -13% | -$152K | 0.03% | 366 |
|
|
2022
Q3 | $1.08M | Buy |
5,752
+746
| +15% | +$140K | 0.03% | 348 |
|
|
2022
Q2 | $986K | Hold |
5,006
| – | – | 0.03% | 308 |
|
|
2022
Q1 | $1.19M | Buy |
5,006
+124
| +3% | +$29.5K | 0.03% | 293 |
|
|
2021
Q4 | $1.24M | Hold |
4,882
| – | – | 0.03% | 265 |
|
|
2021
Q3 | $1.16M | Hold |
4,882
| – | – | 0.03% | 267 |
|
|
2021
Q2 | $1.16M | Buy |
4,882
+149
| +3% | +$35.4K | 0.03% | 234 |
|
|
2021
Q1 | $1.05M | Buy |
+4,733
| New | +$1.05M | 0.04% | 194 |
|
|
2020
Q1 | – | Sell |
-4,193
| Closed | -$747K | – | 435 |
|
|
2019
Q4 | $747K | Buy |
+4,193
| New | +$747K | 0.07% | 174 |
|