Journey Advisory Group’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 | $1.23M | Sell |
4,388
-339
| -7% | -$94.9K | 0.1% | 149 |
|
|
2025
Q1 | $1.22M | Sell |
4,727
-3,096
| -40% | -$801K | 0.1% | 136 |
|
|
2024
Q4 | $1.89M | Hold |
7,823
| – | – | 0.23% | 83 |
|
|
2024
Q3 | $1.89M | Hold |
7,823
| – | – | 0.23% | 83 |
|
|
2024
Q2 | $1.89M | Sell |
7,823
-1,262
| -14% | -$306K | 0.23% | 83 |
|
|
2024
Q1 | $2.27M | Sell |
9,085
-1,121
| -11% | -$280K | 0.28% | 80 |
|
|
2023
Q4 | $2.37M | Sell |
10,206
-43
| -0.4% | -$10K | 0.32% | 74 |
|
|
2023
Q3 | $2.13M | Buy |
10,249
+43
| +0.4% | +$8.95K | 0.32% | 77 |
|
|
2023
Q2 | $2.25M | Sell |
10,206
-2,826
| -22% | -$622K | 0.33% | 77 |
|
|
2023
Q1 | $2.75M | Buy |
+13,032
| New | +$2.75M | 0.43% | 69 |
|
|
2022
Q4 | – | Sell |
-1,195
| Closed | -$225K | – | 242 |
|
|
2022
Q3 | $225K | Buy |
1,195
+39
| +3% | +$7.34K | 0.06% | 218 |
|
|
2022
Q2 | $249K | Buy |
+1,156
| New | +$249K | 0.06% | 218 |
|