Insight 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 | $215K | Buy |
+767
| New | +$215K | 0.03% | 260 |
|
|
2025
Q1 | – | Sell |
-766
| Closed | -$202K | – | 293 |
|
|
2024
Q4 | $202K | Buy |
+766
| New | +$202K | 0.03% | 273 |
|
|
2022
Q1 | – | Sell |
-870
| Closed | -$222K | – | 350 |
|
|
2021
Q4 | $222K | Sell |
870
-170
| -16% | -$43.4K | 0.07% | 288 |
|
|
2021
Q3 | $266K | Sell |
1,040
-26
| -2% | -$6.65K | 0.08% | 265 |
|
|
2021
Q2 | $256K | Sell |
1,066
-120
| -10% | -$28.8K | 0.08% | 267 |
|
|
2021
Q1 | $275K | Sell |
1,186
-56
| -5% | -$13K | 0.09% | 272 |
|
|
2020
Q4 | $257K | Buy |
+1,242
| New | +$257K | 0.1% | 232 |
|