Inspirion Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.62M | Buy |
32,617
+133
| +0.4% | +$10.3K | 0.3% | 36 |
|
|
2026
Q1 | $2.33M | Buy |
32,484
+1,364
| +4% | +$101K | 0.29% | 39 |
|
|
2025
Q4 | $2.26M | Buy |
31,120
+9,872
| +46% | +$718K | 0.28% | 39 |
|
|
2025
Q3 | $1.4M | Sell |
21,248
-9,884
| -32% | -$710K | 0.2% | 50 |
|
|
2025
Q2 | $2.18M | Buy |
31,132
+10,000
| +47% | +$656K | 0.29% | 37 |
|
|
2025
Q1 | $1.37M | Buy |
21,132
+4
| +0% | +$268 | 0.19% | 51 |
|
|
2024
Q4 | $1.4M | Sell |
21,128
-120
| -0.6% | -$8.15K | 0.2% | 48 |
|
|
2024
Q3 | $1.4M | Hold |
21,248
| – | – | 0.2% | 50 |
|
|
2024
Q2 | $1.29M | Hold |
21,248
| – | – | 0.2% | 50 |
|
|
2024
Q1 | $1.33M | Buy |
21,248
+4
| +0% | +$236 | 0.22% | 50 |
|
|
2023
Q4 | $1.23M | Sell |
21,244
-172
| -0.8% | -$9.19K | 0.22% | 49 |
|
|
2023
Q3 | $1.11M | Sell |
21,416
-380
| -2% | -$20.8K | 0.22% | 49 |
|
|
2023
Q2 | $1.2M | Sell |
21,796
-1,708
| -7% | -$89.5K | 0.23% | 45 |
|
|
2023
Q1 | $1.24M | Buy |
23,504
+10,608
| +82% | +$564K | 0.25% | 40 |
|
|
2022
Q4 | $657K | Hold |
12,896
| – | – | 0.14% | 68 |
|
|
2022
Q3 | $606K | Sell |
12,896
-224
| -2% | -$11.7K | 0.14% | 68 |
|
|
2022
Q2 | $646K | Hold |
13,120
| – | – | 0.14% | 64 |
|
|
2022
Q1 | $780K | Buy |
13,120
+60
| +0.5% | +$3.52K | 0.16% | 54 |
|
|
2021
Q4 | $832K | Buy |
13,060
+108
| +0.8% | +$6.77K | 0.18% | 53 |
|
|
2021
Q3 | $767K | Sell |
12,952
-624
| -5% | -$37.7K | 0.18% | 49 |
|
|
2021
Q2 | $806K | Hold |
13,576
| – | – | 0.2% | 46 |
|
|
2021
Q1 | $751K | Sell |
13,576
-324
| -2% | -$17.6K | 0.2% | 46 |
|
|
2020
Q4 | $718K | Buy |
13,900
+1,844
| +15% | +$89.3K | 0.2% | 40 |
|
|
2020
Q3 | $531K | Sell |
12,056
-1,440
| -11% | -$62.8K | 0.18% | 46 |
|
|
2020
Q2 | $553K | Buy |
13,496
+6,560
| +95% | +$251K | 0.22% | 41 |
|
|
2020
Q1 | $228K | Sell |
6,936
-3,356
| -33% | -$139K | 0.11% | 61 |
|
|
2019
Q4 | $458K | Buy |
10,292
+4
| +0% | +$172 | 0.15% | 45 |
|
|
2019
Q3 | $431K | Sell |
10,288
-1,216
| -11% | -$50.8K | 0.19% | 42 |
|
|
2019
Q2 | $481K | Sell |
11,504
-1,344
| -10% | -$55K | 0.21% | 43 |
|
|
2019
Q1 | $516K | Sell |
12,848
-2,932
| -19% | -$113K | 0.23% | 41 |
|
|
2018
Q4 | $545K | Sell |
15,780
-2,352
| -13% | -$88.3K | 0.27% | 36 |
|
|
2018
Q3 | $744K | Sell |
18,132
-6,524
| -26% | -$266K | 0.32% | 29 |
|
|
2018
Q2 | $972K | Sell |
24,656
-6,104
| -20% | -$240K | 0.46% | 27 |
|
|
2018
Q1 | $1.19M | Sell |
30,760
-36,772
| -54% | -$1.45M | 0.58% | 26 |
|
|
2017
Q4 | $2.61M | Buy |
67,532
+2,516
| +4% | +$95K | 1.27% | 13 |
|
|
2017
Q3 | $2.39M | Buy |
65,016
+1,120
| +2% | +$40.4K | 1.21% | 14 |
|
|
2017
Q2 | $2.28M | Buy |
63,896
+8,408
| +15% | +$297K | 1.24% | 15 |
|
|
2017
Q1 | $1.93M | Buy |
55,488
+14,812
| +36% | +$509K | 1.09% | 17 |
|
|
2016
Q4 | $1.34M | Buy |
40,676
+2,956
| +8% | +$95.7K | 0.85% | 22 |
|
|
2016
Q3 | $1.22M | Buy |
37,720
+2,308
| +7% | +$74K | 0.79% | 24 |
|
|
2016
Q2 | $1.09M | Sell |
35,412
-272
| -0.8% | -$8.31K | 0.72% | 25 |
|
|
2016
Q1 | $1.08M | Buy |
35,684
+580
| +2% | +$16.4K | 0.76% | 24 |
|
|
2015
Q4 | $1.05M | Buy |
35,104
+588
| +2% | +$17.9K | 0.77% | 24 |
|
|
2015
Q3 | $1.01M | Buy |
34,516
+2,148
| +7% | +$67K | 0.8% | 26 |
|
|
2015
Q2 | $1.03M | Buy |
32,368
+9,300
| +40% | +$302K | 0.76% | 23 |
|
|
2015
Q1 | $765K | Buy |
23,068
+3,880
| +20% | +$122K | 0.62% | 24 |
|
|
2014
Q4 | $593K | Buy |
+19,188
| New | +$578K | 0.55% | 27 |
|
Other funds holding VO
SWM
MPWT
CTB
DC
AWM
CI
PCTC
CIC
BI
