Lane & 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
Q1 | $2.82M | Sell |
10,916
-370
| -3% | -$95.7K | 1.52% | 18 |
|
|
2024
Q4 | $3.11M | Sell |
11,286
-806
| -7% | -$222K | 1.61% | 15 |
|
|
2024
Q3 | $3.19M | Sell |
12,092
-2,866
| -19% | -$756K | 1.74% | 14 |
|
|
2024
Q2 | $3.62M | Sell |
14,958
-4,178
| -22% | -$1.01M | 2.14% | 12 |
|
|
2024
Q1 | $4.78M | Sell |
19,136
-323
| -2% | -$80.7K | 3.01% | 8 |
|
|
2023
Q4 | $4.53M | Sell |
19,459
-1,063
| -5% | -$247K | 3.29% | 6 |
|
|
2023
Q3 | $4.27M | Sell |
20,522
-2,289
| -10% | -$477K | 3.43% | 6 |
|
|
2023
Q2 | $5.02M | Sell |
22,811
-1,598
| -7% | -$352K | 4% | 6 |
|
|
2023
Q1 | $5.15M | Sell |
24,409
-1,280
| -5% | -$270K | 4.59% | 5 |
|
|
2022
Q4 | $5.24M | Buy |
+25,689
| New | +$5.24M | 4.96% | 5 |
|