Intelligent Financial Strategies’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 | $139K | Sell |
493
-15
| -3% | -$4.22K | 0.07% | 40 |
|
|
2025
Q1 | $131K | Buy |
508
+16
| +3% | +$4.14K | 0.07% | 40 |
|
|
2024
Q4 | $130K | Buy |
492
+2
| +0.4% | +$528 | 0.07% | 40 |
|
|
2024
Q3 | $129K | Buy |
490
+3
| +0.6% | +$791 | 0.07% | 41 |
|
|
2024
Q2 | $118K | Hold |
487
| – | – | 0.07% | 41 |
|
|
2024
Q1 | $122K | Buy |
487
+2
| +0.4% | +$500 | 0.08% | 43 |
|
|
2023
Q4 | $113K | Buy |
485
+2
| +0.4% | +$465 | 0.08% | 43 |
|
|
2023
Q3 | $101K | Buy |
483
+1
| +0.2% | +$208 | 0.07% | 47 |
|
|
2023
Q2 | $106K | Buy |
482
+2
| +0.4% | +$441 | 0.08% | 47 |
|
|
2023
Q1 | $101K | Buy |
480
+1
| +0.2% | +$211 | 0.08% | 49 |
|
|
2022
Q4 | $97.5K | Buy |
479
+168
| +54% | +$34.2K | 0.08% | 54 |
|
|
2022
Q3 | $58K | Hold |
311
| – | – | 0.06% | 54 |
|
|
2022
Q2 | $61K | Hold |
311
| – | – | 0.06% | 56 |
|
|
2022
Q1 | $74K | Hold |
311
| – | – | 0.07% | 59 |
|
|
2021
Q4 | $79K | Buy |
+311
| New | +$79K | 0.07% | 61 |
|