IHT Wealth Management’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 | $5M | Buy |
17,865
+4,151
| +30% | +$1.16M | 0.14% | 151 |
|
|
2025
Q1 | $3.55M | Buy |
13,714
+937
| +7% | +$242K | 0.11% | 186 |
|
|
2024
Q4 | $3.37M | Sell |
12,777
-4,950
| -28% | -$1.31M | 0.11% | 186 |
|
|
2024
Q3 | $4.67M | Buy |
17,727
+4,531
| +34% | +$1.19M | 0.13% | 153 |
|
|
2024
Q2 | $3.2M | Sell |
13,196
-544
| -4% | -$132K | 0.12% | 169 |
|
|
2024
Q1 | $3.43M | Buy |
13,740
+2,450
| +22% | +$612K | 0.14% | 147 |
|
|
2023
Q4 | $2.63M | Sell |
11,290
-1,027
| -8% | -$239K | 0.12% | 172 |
|
|
2023
Q3 | $2.56M | Sell |
12,317
-715
| -5% | -$149K | 0.13% | 162 |
|
|
2023
Q2 | $2.87M | Buy |
13,032
+518
| +4% | +$114K | 0.15% | 131 |
|
|
2023
Q1 | $2.64M | Sell |
12,514
-385
| -3% | -$81.2K | 0.15% | 132 |
|
|
2022
Q4 | $2.63M | Sell |
12,899
-954
| -7% | -$194K | 0.17% | 139 |
|
|
2022
Q3 | $2.6M | Buy |
13,853
+3,609
| +35% | +$678K | 0.2% | 110 |
|
|
2022
Q2 | $2.02M | Sell |
10,244
-50
| -0.5% | -$9.85K | 0.18% | 130 |
|
|
2022
Q1 | $2.45M | Sell |
10,294
-136
| -1% | -$32.3K | 0.19% | 116 |
|
|
2021
Q4 | $2.66M | Buy |
10,430
+1,142
| +12% | +$291K | 0.2% | 108 |
|
|
2021
Q3 | $2.2M | Sell |
9,288
-29
| -0.3% | -$6.87K | 0.18% | 125 |
|
|
2021
Q2 | $2.21M | Buy |
9,317
+1,401
| +18% | +$332K | 0.14% | 150 |
|
|
2021
Q1 | $1.75M | Buy |
7,916
+1,708
| +28% | +$378K | 0.13% | 168 |
|
|
2020
Q4 | $1.28M | Buy |
6,208
+837
| +16% | +$173K | 0.11% | 204 |
|
|
2020
Q3 | $947K | Buy |
5,371
+1,038
| +24% | +$183K | 0.1% | 222 |
|
|
2020
Q2 | $710K | Sell |
4,333
-1,014
| -19% | -$166K | 0.1% | 225 |
|
|
2020
Q1 | $704K | Sell |
5,347
-4,801
| -47% | -$632K | 0.1% | 212 |
|
|
2019
Q4 | $1.81M | Buy |
10,148
+1,563
| +18% | +$278K | 0.21% | 111 |
|
|
2019
Q3 | $1.45M | Buy |
8,585
+2,996
| +54% | +$506K | 0.2% | 124 |
|
|
2019
Q2 | $931K | Buy |
5,589
+2,704
| +94% | +$450K | 0.14% | 170 |
|
|
2019
Q1 | $464K | Buy |
2,885
+749
| +35% | +$120K | 0.08% | 276 |
|
|
2018
Q4 | $295K | Buy |
2,136
+242
| +13% | +$33.4K | 0.06% | 335 |
|
|
2018
Q3 | $311K | Sell |
1,894
-213
| -10% | -$35K | 0.07% | 312 |
|
|
2018
Q2 | $332K | Buy |
2,107
+1,011
| +92% | +$159K | 0.08% | 283 |
|
|
2018
Q1 | $165K | Sell |
1,096
-5
| -0.5% | -$753 | 0.04% | 386 |
|
|
2017
Q4 | $175K | Sell |
1,101
-60
| -5% | -$9.54K | 0.05% | 377 |
|
|
2017
Q3 | $172K | Buy |
1,161
+1
| +0.1% | +$148 | 0.07% | 278 |
|
|
2017
Q2 | $13 | Buy |
1,160
+296
| +34% | +$3 | 0.01% | 899 |
|
|
2017
Q1 | $119K | Sell |
864
-53
| -6% | -$7.3K | 0.08% | 253 |
|
|
2016
Q4 | $122K | Buy |
+917
| New | +$122K | 0.09% | 246 |
|