Inspirion Wealth 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 | $2.18M | Buy |
7,783
+2,500
| +47% | +$700K | 0.29% | 37 |
|
|
2025
Q1 | $1.37M | Buy |
5,283
+1
| +0% | +$259 | 0.19% | 51 |
|
|
2024
Q4 | $1.4M | Sell |
5,282
-30
| -0.6% | -$7.97K | 0.2% | 48 |
|
|
2024
Q3 | $1.4M | Hold |
5,312
| – | – | 0.2% | 50 |
|
|
2024
Q2 | $1.29M | Hold |
5,312
| – | – | 0.2% | 50 |
|
|
2024
Q1 | $1.33M | Buy |
5,312
+1
| +0% | +$250 | 0.22% | 50 |
|
|
2023
Q4 | $1.23M | Sell |
5,311
-43
| -0.8% | -$9.95K | 0.22% | 49 |
|
|
2023
Q3 | $1.11M | Sell |
5,354
-95
| -2% | -$19.8K | 0.22% | 49 |
|
|
2023
Q2 | $1.2M | Sell |
5,449
-427
| -7% | -$94K | 0.23% | 45 |
|
|
2023
Q1 | $1.24M | Buy |
5,876
+2,652
| +82% | +$559K | 0.25% | 40 |
|
|
2022
Q4 | $657K | Hold |
3,224
| – | – | 0.14% | 68 |
|
|
2022
Q3 | $606K | Sell |
3,224
-56
| -2% | -$10.5K | 0.14% | 68 |
|
|
2022
Q2 | $646K | Hold |
3,280
| – | – | 0.14% | 64 |
|
|
2022
Q1 | $780K | Buy |
3,280
+15
| +0.5% | +$3.57K | 0.16% | 54 |
|
|
2021
Q4 | $832K | Buy |
3,265
+27
| +0.8% | +$6.88K | 0.18% | 53 |
|
|
2021
Q3 | $767K | Sell |
3,238
-156
| -5% | -$37K | 0.18% | 49 |
|
|
2021
Q2 | $806K | Hold |
3,394
| – | – | 0.2% | 46 |
|
|
2021
Q1 | $751K | Sell |
3,394
-81
| -2% | -$17.9K | 0.2% | 46 |
|
|
2020
Q4 | $718K | Buy |
3,475
+461
| +15% | +$95.3K | 0.2% | 40 |
|
|
2020
Q3 | $531K | Sell |
3,014
-360
| -11% | -$63.4K | 0.18% | 46 |
|
|
2020
Q2 | $553K | Buy |
3,374
+1,640
| +95% | +$269K | 0.22% | 41 |
|
|
2020
Q1 | $228K | Sell |
1,734
-839
| -33% | -$110K | 0.11% | 61 |
|
|
2019
Q4 | $458K | Buy |
2,573
+1
| +0% | +$178 | 0.15% | 45 |
|
|
2019
Q3 | $431K | Sell |
2,572
-304
| -11% | -$50.9K | 0.19% | 42 |
|
|
2019
Q2 | $481K | Sell |
2,876
-336
| -10% | -$56.2K | 0.21% | 43 |
|
|
2019
Q1 | $516K | Sell |
3,212
-733
| -19% | -$118K | 0.23% | 41 |
|
|
2018
Q4 | $545K | Sell |
3,945
-588
| -13% | -$81.2K | 0.27% | 36 |
|
|
2018
Q3 | $744K | Sell |
4,533
-1,631
| -26% | -$268K | 0.32% | 29 |
|
|
2018
Q2 | $972K | Sell |
6,164
-1,526
| -20% | -$241K | 0.46% | 27 |
|
|
2018
Q1 | $1.19M | Sell |
7,690
-9,193
| -54% | -$1.42M | 0.58% | 26 |
|
|
2017
Q4 | $2.61M | Buy |
16,883
+629
| +4% | +$97.4K | 1.27% | 13 |
|
|
2017
Q3 | $2.39M | Buy |
16,254
+280
| +2% | +$41.2K | 1.21% | 14 |
|
|
2017
Q2 | $2.28M | Buy |
15,974
+2,102
| +15% | +$300K | 1.24% | 15 |
|
|
2017
Q1 | $1.93M | Buy |
13,872
+3,703
| +36% | +$515K | 1.09% | 17 |
|
|
2016
Q4 | $1.34M | Buy |
10,169
+739
| +8% | +$97.3K | 0.85% | 22 |
|
|
2016
Q3 | $1.22M | Buy |
9,430
+577
| +7% | +$74.7K | 0.79% | 24 |
|
|
2016
Q2 | $1.09M | Sell |
8,853
-68
| -0.8% | -$8.4K | 0.72% | 25 |
|
|
2016
Q1 | $1.08M | Buy |
8,921
+145
| +2% | +$17.6K | 0.76% | 24 |
|
|
2015
Q4 | $1.05M | Buy |
8,776
+147
| +2% | +$17.7K | 0.77% | 24 |
|
|
2015
Q3 | $1.01M | Buy |
8,629
+537
| +7% | +$62.7K | 0.8% | 26 |
|
|
2015
Q2 | $1.03M | Buy |
8,092
+2,325
| +40% | +$296K | 0.76% | 23 |
|
|
2015
Q1 | $765K | Buy |
5,767
+970
| +20% | +$129K | 0.62% | 24 |
|
|
2014
Q4 | $593K | Buy |
+4,797
| New | +$593K | 0.55% | 27 |
|