Landmark Wealth Management (New York)’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 | $1.55M | Buy |
5,530
+73
| +1% | +$20.4K | 0.66% | 35 |
|
|
2025
Q1 | $1.41M | Buy |
5,457
+15
| +0.3% | +$3.88K | 0.62% | 39 |
|
|
2024
Q4 | $1.44M | Buy |
5,442
+62
| +1% | +$16.4K | 0.64% | 37 |
|
|
2024
Q3 | $1.42M | Buy |
+5,380
| New | +$1.42M | 0.62% | 37 |
|
|
2024
Q2 | – | Sell |
-5,300
| Closed | -$1.32M | – | 72 |
|
|
2024
Q1 | $1.32M | Buy |
5,300
+438
| +9% | +$109K | 0.61% | 40 |
|
|
2023
Q4 | $1.13M | Buy |
4,862
+84
| +2% | +$19.5K | 0.56% | 40 |
|
|
2023
Q3 | $995K | Buy |
+4,778
| New | +$995K | 0.57% | 40 |
|
|
2023
Q2 | – | Sell |
-4,985
| Closed | -$1.05M | – | 70 |
|
|
2023
Q1 | $1.05M | Buy |
4,985
+207
| +4% | +$43.6K | 0.58% | 37 |
|
|
2022
Q4 | $974K | Sell |
4,778
-847
| -15% | -$173K | 0.7% | 37 |
|
|
2022
Q3 | $1.06M | Buy |
+5,625
| New | +$1.06M | 0.8% | 35 |
|
|
2022
Q2 | – | Sell |
-13,320
| Closed | -$1.59M | – | 176 |
|
|
2022
Q1 | $1.59M | Buy |
+13,320
| New | +$1.59M | 0.84% | 31 |
|