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 |
|