Journey Strategic 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 | $534K | Sell |
1,907
-173
| -8% | -$48.4K | 0.02% | 281 |
|
|
2025
Q1 | $538K | Sell |
2,080
-69
| -3% | -$17.8K | 0.02% | 214 |
|
|
2024
Q4 | $568K | Buy |
2,149
+30
| +1% | +$7.93K | 0.02% | 197 |
|
|
2024
Q3 | $559K | Buy |
2,119
+93
| +5% | +$24.5K | 0.02% | 200 |
|
|
2024
Q2 | $491K | Buy |
2,026
+273
| +16% | +$66.1K | 0.02% | 157 |
|
|
2024
Q1 | $438K | Hold |
1,753
| – | – | 0.02% | 143 |
|
|
2023
Q4 | $408K | Buy |
+1,753
| New | +$408K | 0.02% | 109 |
|
|
2023
Q3 | – | Sell |
-2,659
| Closed | -$585K | – | 224 |
|
|
2023
Q2 | $585K | Sell |
2,659
-1,567
| -37% | -$345K | 0.03% | 80 |
|
|
2023
Q1 | $891K | Sell |
4,226
-4,332
| -51% | -$914K | 0.09% | 62 |
|
|
2022
Q4 | $1.74M | Buy |
8,558
+7,246
| +552% | +$1.48M | 0.21% | 34 |
|
|
2022
Q3 | $247K | Sell |
1,312
-328
| -20% | -$61.8K | 0.03% | 123 |
|
|
2022
Q2 | $323K | Buy |
+1,640
| New | +$323K | 0.04% | 77 |
|
|
2022
Q1 | – | Sell |
-2,605
| Closed | -$664K | – | 235 |
|
|
2021
Q4 | $664K | Buy |
+2,605
| New | +$664K | 0.07% | 56 |
|