Intergy Private Wealth’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 | $2.65M | Buy |
9,472
+701
| +8% | +$196K | 0.9% | 24 |
|
|
2025
Q1 | $2.27M | Buy |
8,771
+684
| +8% | +$177K | 0.86% | 25 |
|
|
2024
Q4 | $2.14M | Buy |
8,087
+185
| +2% | +$48.9K | 0.8% | 25 |
|
|
2024
Q3 | $2.08M | Buy |
7,902
+230
| +3% | +$60.7K | 0.79% | 25 |
|
|
2024
Q2 | $1.86M | Buy |
7,672
+58
| +0.8% | +$14K | 0.77% | 25 |
|
|
2024
Q1 | $1.9M | Buy |
7,614
+226
| +3% | +$56.5K | 0.78% | 25 |
|
|
2023
Q4 | $1.72M | Buy |
7,388
+279
| +4% | +$64.9K | 0.74% | 27 |
|
|
2023
Q3 | $1.48M | Buy |
7,109
+4
| +0.1% | +$833 | 0.74% | 26 |
|
|
2023
Q2 | $1.56M | Buy |
7,105
+517
| +8% | +$114K | 0.77% | 30 |
|
|
2023
Q1 | $1.39M | Buy |
6,588
+398
| +6% | +$84K | 0.78% | 28 |
|
|
2022
Q4 | $1.26M | Buy |
6,190
+457
| +8% | +$93.1K | 0.79% | 27 |
|
|
2022
Q3 | $1.08M | Buy |
5,733
+776
| +16% | +$146K | 0.76% | 29 |
|
|
2022
Q2 | $976K | Buy |
4,957
+878
| +22% | +$173K | 0.77% | 23 |
|
|
2022
Q1 | $970K | Buy |
4,079
+1,847
| +83% | +$439K | 0.68% | 26 |
|
|
2021
Q4 | $569K | Buy |
+2,232
| New | +$569K | 0.44% | 36 |
|