King 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
$5.3M Sell
18,948
-29
-0.2% -$8.12K 0.72% 30
2025
Q1
$4.91M Hold
18,977
0.74% 29
2024
Q4
$5.01M Buy
18,977
+2,268
+14% +$599K 0.73% 29
2024
Q3
$4.41M Sell
16,709
-2,146
-11% -$566K 0.69% 31
2024
Q2
$4.57M Hold
18,855
0.76% 30
2024
Q1
$4.71M Buy
18,855
+50
+0.3% +$12.5K 0.83% 29
2023
Q4
$4.38M Buy
18,805
+1,157
+7% +$269K 0.85% 30
2023
Q3
$3.68M Buy
17,648
+5
+0% +$1.04K 0.77% 33
2023
Q2
$3.88M Hold
17,643
0.79% 32
2023
Q1
$3.72M Sell
17,643
-249
-1% -$52.5K 0.82% 32
2022
Q4
$3.65M Buy
+17,892
New +$3.65M 0.87% 32
2020
Q1
Sell
-1,537
Closed -$274K 159
2019
Q4
$274K Hold
1,537
0.07% 117
2019
Q3
$257K Hold
1,537
0.07% 116
2019
Q2
$257K Hold
1,537
0.08% 116
2019
Q1
$247K Sell
1,537
-815
-35% -$131K 0.08% 115
2018
Q4
$325K Sell
2,352
-310
-12% -$42.8K 0.12% 83
2018
Q3
$437K Sell
2,662
-328
-11% -$53.8K 0.14% 76
2018
Q2
$471K Hold
2,990
0.16% 71
2018
Q1
$461K Buy
2,990
+28
+0.9% +$4.32K 0.16% 72
2017
Q4
$458K Hold
2,962
0.16% 73
2017
Q3
$435K Hold
2,962
0.16% 77
2017
Q2
$422K Sell
2,962
-75
-2% -$10.7K 0.17% 78
2017
Q1
$423K Hold
3,037
0.18% 76
2016
Q4
$400K Hold
3,037
0.18% 74
2016
Q3
$393K Hold
3,037
0.2% 68
2016
Q2
$375K Sell
3,037
-500
-14% -$61.7K 0.2% 64
2016
Q1
$429K Sell
3,537
-1,000
-22% -$121K 0.23% 59
2015
Q4
$545K Hold
4,537
0.3% 56
2015
Q3
$529K Hold
4,537
0.33% 56
2015
Q2
$578K Hold
4,537
0.32% 56
2015
Q1
$602K Buy
4,537
+904
+25% +$120K 0.35% 49
2014
Q4
$449K Sell
3,633
-3,273
-47% -$405K 0.24% 65
2014
Q3
$810K Buy
6,906
+100
+1% +$11.7K 0.51% 47
2014
Q2
$805K Buy
6,806
+550
+9% +$65.1K 0.5% 49
2014
Q1
$711K Buy
6,256
+2,403
+62% +$273K 0.49% 45
2013
Q4
$424K Buy
+3,853
New +$424K 0.24% 80