Intrua Financial’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
Q1 | – | Sell |
-868
| Closed | -$229K | – | 399 |
|
|
2024
Q4 | $229K | Sell |
868
-13
| -1% | -$3.43K | 0.04% | 324 |
|
|
2024
Q3 | $233K | Sell |
881
-116
| -12% | -$30.6K | 0.03% | 340 |
|
|
2024
Q2 | $241K | Sell |
997
-30
| -3% | -$7.26K | 0.04% | 342 |
|
|
2024
Q1 | $257K | Sell |
1,027
-117
| -10% | -$29.2K | 0.04% | 348 |
|
|
2023
Q4 | $266K | Sell |
1,144
-217
| -16% | -$50.5K | 0.04% | 337 |
|
|
2023
Q3 | $283K | Sell |
1,361
-87
| -6% | -$18.1K | 0.05% | 277 |
|
|
2023
Q2 | $319K | Sell |
1,448
-176
| -11% | -$38.7K | 0.05% | 268 |
|
|
2023
Q1 | $334K | Buy |
1,624
+338
| +26% | +$69.4K | 0.07% | 236 |
|
|
2022
Q4 | $269K | Sell |
1,286
-240
| -16% | -$50.2K | 0.06% | 264 |
|
|
2022
Q3 | $287K | Buy |
1,526
+12
| +0.8% | +$2.26K | 0.08% | 235 |
|
|
2022
Q2 | $298K | Buy |
1,514
+181
| +14% | +$35.6K | 0.06% | 285 |
|
|
2022
Q1 | $317K | Buy |
1,333
+225
| +20% | +$53.5K | 0.06% | 291 |
|
|
2021
Q4 | $282K | Buy |
1,108
+6
| +0.5% | +$1.53K | 0.05% | 304 |
|
|
2021
Q3 | $274K | Buy |
1,102
+131
| +13% | +$32.6K | 0.05% | 303 |
|
|
2021
Q2 | $237K | Buy |
971
+3
| +0.3% | +$732 | 0.06% | 262 |
|
|
2021
Q1 | $226K | Buy |
+968
| New | +$226K | 0.06% | 266 |
|