Lathrop Investment Management’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 | $288K | Buy |
1,030
+37
| +4% | +$10.3K | 0.05% | 73 |
|
|
2025
Q1 | $257K | Hold |
993
| – | – | 0.05% | 78 |
|
|
2024
Q4 | $262K | Sell |
993
-45
| -4% | -$11.9K | 0.05% | 77 |
|
|
2024
Q3 | $274K | Hold |
1,038
| – | – | 0.05% | 77 |
|
|
2024
Q2 | $251K | Sell |
1,038
-42
| -4% | -$10.2K | 0.05% | 76 |
|
|
2024
Q1 | $270K | Hold |
1,080
| – | – | 0.05% | 76 |
|
|
2023
Q4 | $251K | Sell |
1,080
-121
| -10% | -$28.1K | 0.05% | 74 |
|
|
2023
Q3 | $250K | Sell |
1,201
-59
| -5% | -$12.3K | 0.05% | 71 |
|
|
2023
Q2 | $277K | Hold |
1,260
| – | – | 0.06% | 70 |
|
|
2023
Q1 | $266K | Hold |
1,260
| – | – | 0.06% | 73 |
|
|
2022
Q4 | $257K | Hold |
1,260
| – | – | 0.06% | 74 |
|
|
2022
Q3 | $237K | Sell |
1,260
-116
| -8% | -$21.8K | 0.06% | 63 |
|
|
2022
Q2 | $271K | Hold |
1,376
| – | – | 0.07% | 65 |
|
|
2022
Q1 | $327K | Hold |
1,376
| – | – | 0.07% | 60 |
|
|
2021
Q4 | $351K | Hold |
1,376
| – | – | 0.07% | 57 |
|
|
2021
Q3 | $326K | Sell |
1,376
-7
| -0.5% | -$1.66K | 0.07% | 54 |
|
|
2021
Q2 | $328K | Hold |
1,383
| – | – | 0.07% | 56 |
|
|
2021
Q1 | $306K | Buy |
+1,383
| New | +$306K | 0.07% | 58 |
|