Kerntke Otto McGlone Wealth Management 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 | $280K | Sell |
1,000
-176
| -15% | -$49.3K | 0.22% | 67 |
|
|
2025
Q1 | $304K | Sell |
1,176
-181
| -13% | -$46.8K | 0.27% | 57 |
|
|
2024
Q4 | $359K | Buy |
1,357
+1
| +0.1% | +$264 | 0.26% | 51 |
|
|
2024
Q3 | $358K | Buy |
1,356
+55
| +4% | +$14.5K | 0.3% | 51 |
|
|
2024
Q2 | $315K | Hold |
1,301
| – | – | 0.29% | 55 |
|
|
2024
Q1 | $325K | Buy |
1,301
+55
| +4% | +$13.8K | 0.32% | 52 |
|
|
2023
Q4 | $290K | Sell |
1,246
-14
| -1% | -$3.26K | 0.29% | 52 |
|
|
2023
Q3 | $263K | Buy |
1,260
+25
| +2% | +$5.21K | 0.27% | 52 |
|
|
2023
Q2 | $272K | Buy |
1,235
+3
| +0.2% | +$661 | 0.27% | 56 |
|
|
2023
Q1 | $260K | Buy |
1,232
+5
| +0.4% | +$1.06K | 0.27% | 53 |
|
|
2022
Q4 | $250K | Buy |
1,227
+67
| +6% | +$13.7K | 0.29% | 51 |
|
|
2022
Q3 | $218K | Buy |
+1,160
| New | +$218K | 0.33% | 48 |
|