Klingman & Associates’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 | $262K | Sell |
937
-122
| -12% | -$34.1K | 0.01% | 268 |
|
|
2025
Q1 | $274K | Sell |
1,059
-205
| -16% | -$53K | 0.02% | 226 |
|
|
2024
Q4 | $334K | Buy |
1,264
+240
| +23% | +$63.4K | 0.02% | 192 |
|
|
2024
Q3 | $270K | Hold |
1,024
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $248K | Sell |
1,024
-87
| -8% | -$21.1K | 0.02% | 213 |
|
|
2024
Q1 | $278K | Buy |
1,111
+87
| +8% | +$21.7K | 0.02% | 195 |
|
|
2023
Q4 | $238K | Sell |
1,024
-500
| -33% | -$116K | 0.02% | 210 |
|
|
2023
Q3 | $317K | Buy |
1,524
+101
| +7% | +$21K | 0.03% | 170 |
|
|
2023
Q2 | $313K | Buy |
+1,423
| New | +$313K | 0.03% | 167 |
|
|
2020
Q1 | – | Sell |
-3,105
| Closed | -$553K | – | 141 |
|
|
2019
Q4 | $553K | Hold |
3,105
| – | – | 0.09% | 72 |
|
|
2019
Q3 | $520K | Buy |
3,105
+30
| +1% | +$5.02K | 0.09% | 69 |
|
|
2019
Q2 | $514K | Hold |
3,075
| – | – | 0.1% | 71 |
|
|
2019
Q1 | $494K | Hold |
3,075
| – | – | 0.1% | 70 |
|
|
2018
Q4 | $425K | Hold |
3,075
| – | – | 0.1% | 68 |
|
|
2018
Q3 | $505K | Hold |
3,075
| – | – | 0.1% | 64 |
|
|
2018
Q2 | $485K | Hold |
3,075
| – | – | 0.1% | 65 |
|
|
2018
Q1 | $474K | Hold |
3,075
| – | – | 0.11% | 65 |
|
|
2017
Q4 | $476K | Hold |
3,075
| – | – | 0.1% | 71 |
|
|
2017
Q3 | $452K | Sell |
3,075
-170
| -5% | -$25K | 0.11% | 62 |
|
|
2017
Q2 | $462K | Buy |
3,245
+475
| +17% | +$67.6K | 0.12% | 60 |
|
|
2017
Q1 | $386K | Hold |
2,770
| – | – | 0.11% | 69 |
|
|
2016
Q4 | $365K | Hold |
2,770
| – | – | 0.11% | 63 |
|
|
2016
Q3 | $359K | Sell |
2,770
-210
| -7% | -$27.2K | 0.11% | 69 |
|
|
2016
Q2 | $368K | Hold |
2,980
| – | – | 0.12% | 68 |
|
|
2016
Q1 | $361K | Buy |
2,980
+2,770
| +1,319% | +$336K | 0.13% | 72 |
|
|
2015
Q4 | $25K | Hold |
210
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $24K | Hold |
210
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $27K | Hold |
210
| – | – | 0.01% | 227 |
|
|
2015
Q1 | $28K | Hold |
210
| – | – | 0.01% | 213 |
|
|
2014
Q4 | $25K | Buy |
+210
| New | +$25K | 0.01% | 219 |
|