Investment Partners’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 | $2.61M | Sell |
9,335
-114
| -1% | -$31.9K | 0.99% | 28 |
|
|
2025
Q1 | $2.44M | Sell |
9,449
-340
| -3% | -$87.9K | 1.01% | 28 |
|
|
2024
Q4 | $2.59M | Sell |
9,789
-245
| -2% | -$64.7K | 1.06% | 28 |
|
|
2024
Q3 | $2.65M | Sell |
10,034
-259
| -3% | -$68.3K | 1.1% | 28 |
|
|
2024
Q2 | $2.49M | Sell |
10,293
-128
| -1% | -$31K | 1.12% | 28 |
|
|
2024
Q1 | $2.6M | Sell |
10,421
-520
| -5% | -$130K | 1.18% | 25 |
|
|
2023
Q4 | $2.55M | Sell |
10,941
-244
| -2% | -$56.8K | 1.25% | 23 |
|
|
2023
Q3 | $2.33M | Sell |
11,185
-139
| -1% | -$28.9K | 1.23% | 25 |
|
|
2023
Q2 | $2.49M | Sell |
11,324
-754
| -6% | -$166K | 1.3% | 23 |
|
|
2023
Q1 | $2.55M | Sell |
12,078
-583
| -5% | -$123K | 1.34% | 20 |
|
|
2022
Q4 | $2.58M | Sell |
12,661
-1,399
| -10% | -$285K | 1.36% | 21 |
|
|
2022
Q3 | $2.64M | Sell |
14,060
-733
| -5% | -$138K | 0.79% | 30 |
|
|
2022
Q2 | $2.91M | Sell |
14,793
-1,171
| -7% | -$231K | 1.42% | 19 |
|
|
2022
Q1 | $3.8M | Sell |
15,964
-1,684
| -10% | -$401K | 1.61% | 13 |
|
|
2021
Q4 | $4.5M | Sell |
17,648
-77
| -0.4% | -$19.6K | 1.84% | 13 |
|
|
2021
Q3 | $4.2M | Sell |
17,725
-391
| -2% | -$92.6K | 1.91% | 12 |
|
|
2021
Q2 | $4.3M | Sell |
18,116
-695
| -4% | -$165K | 1.96% | 12 |
|
|
2021
Q1 | $4.16M | Hold |
18,811
| – | – | 2.02% | 13 |
|
|
2020
Q4 | $3.89M | Hold |
18,811
| – | – | 2.07% | 11 |
|
|
2020
Q3 | $3.32M | Hold |
18,811
| – | – | 1.98% | 13 |
|
|
2020
Q2 | $3.08M | Buy |
18,811
+400
| +2% | +$65.6K | 1.81% | 13 |
|
|
2020
Q1 | $2.42M | Buy |
+18,411
| New | +$2.42M | 1.75% | 14 |
|