KWB 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 | $326K | Hold |
1,262
| – | – | 0.04% | 116 |
|
|
2025
Q1 | $333K | Sell |
1,262
-3
| -0.2% | -$792 | 0.04% | 116 |
|
|
2024
Q4 | $334K | Hold |
1,265
| – | – | 0.04% | 112 |
|
|
2024
Q3 | $306K | Sell |
1,265
-57
| -4% | -$13.8K | 0.04% | 101 |
|
|
2024
Q2 | $330K | Hold |
1,322
| – | – | 0.05% | 100 |
|
|
2024
Q1 | $330K | Sell |
1,322
-21
| -2% | -$5.25K | 0.04% | 101 |
|
|
2023
Q4 | $312K | Hold |
1,343
| – | – | 0.05% | 106 |
|
|
2023
Q3 | $296K | Hold |
1,343
| – | – | 0.05% | 101 |
|
|
2023
Q2 | $296K | Sell |
1,343
-150
| -10% | -$33K | 0.05% | 106 |
|
|
2023
Q1 | $304K | Hold |
1,493
| – | – | 0.06% | 98 |
|
|
2022
Q4 | $304K | Sell |
1,493
-12
| -0.8% | -$2.45K | 0.06% | 93 |
|
|
2022
Q3 | $283K | Buy |
1,505
+2
| +0.1% | +$376 | 0.06% | 84 |
|
|
2022
Q2 | $296K | Buy |
1,503
+6
| +0.4% | +$1.18K | 0.06% | 86 |
|
|
2022
Q1 | $381K | Hold |
1,497
| – | – | 0.06% | 68 |
|
|
2021
Q4 | $381K | Hold |
1,497
| – | – | 0.06% | 68 |
|
|
2021
Q3 | $354K | Sell |
1,497
-9
| -0.6% | -$2.13K | 0.06% | 67 |
|
|
2021
Q2 | $333K | Hold |
1,506
| – | – | 0.06% | 62 |
|
|
2021
Q1 | $333K | Hold |
1,506
| – | – | 0.06% | 62 |
|
|
2020
Q4 | $311K | Buy |
+1,506
| New | +$311K | 0.06% | 60 |
|