Lee, Danner & Bass’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 | $679K | Sell |
2,428
-52
| -2% | -$14.6K | 0.05% | 152 |
|
|
2025
Q1 | $641K | Hold |
2,480
| – | – | 0.05% | 155 |
|
|
2024
Q4 | $655K | Sell |
2,480
-70
| -3% | -$18.5K | 0.05% | 155 |
|
|
2024
Q3 | $673K | Sell |
2,550
-60
| -2% | -$15.8K | 0.05% | 156 |
|
|
2024
Q2 | $632K | Buy |
+2,610
| New | +$632K | 0.05% | 156 |
|
|
2023
Q4 | $628K | Hold |
2,701
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $562K | Sell |
2,701
-65
| -2% | -$13.5K | 0.05% | 151 |
|
|
2023
Q2 | $609K | Buy |
2,766
+25
| +0.9% | +$5.5K | 0.05% | 151 |
|
|
2023
Q1 | $578K | Hold |
2,741
| – | – | 0.05% | 151 |
|
|
2022
Q4 | $559K | Sell |
2,741
-6
| -0.2% | -$1.22K | 0.05% | 150 |
|
|
2022
Q3 | $516K | Sell |
2,747
-18
| -0.7% | -$3.38K | 0.05% | 151 |
|
|
2022
Q2 | $545K | Buy |
2,765
+16
| +0.6% | +$3.15K | 0.06% | 148 |
|
|
2022
Q1 | $654K | Sell |
2,749
-245
| -8% | -$58.3K | 0.06% | 144 |
|
|
2021
Q4 | $763K | Buy |
2,994
+196
| +7% | +$49.9K | 0.07% | 137 |
|
|
2021
Q3 | $662K | Hold |
2,798
| – | – | 0.06% | 140 |
|
|
2021
Q2 | $664K | Buy |
2,798
+53
| +2% | +$12.6K | 0.06% | 142 |
|
|
2021
Q1 | $608K | Buy |
2,745
+75
| +3% | +$16.6K | 0.06% | 140 |
|
|
2020
Q4 | $552K | Sell |
2,670
-60
| -2% | -$12.4K | 0.06% | 136 |
|
|
2020
Q3 | $481K | Hold |
2,730
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $447K | Sell |
2,730
-30
| -1% | -$4.91K | 0.06% | 136 |
|
|
2020
Q1 | $363K | Hold |
2,760
| – | – | 0.05% | 140 |
|
|
2019
Q4 | $492K | Sell |
2,760
-25
| -0.9% | -$4.46K | 0.05% | 142 |
|
|
2019
Q3 | $467K | Sell |
2,785
-340
| -11% | -$57K | 0.05% | 145 |
|
|
2019
Q2 | $522K | Sell |
3,125
-25
| -0.8% | -$4.18K | 0.06% | 142 |
|
|
2019
Q1 | $506K | Sell |
3,150
-70
| -2% | -$11.2K | 0.06% | 141 |
|
|
2018
Q4 | $445K | Sell |
3,220
-125
| -4% | -$17.3K | 0.05% | 140 |
|
|
2018
Q3 | $549K | Buy |
3,345
+165
| +5% | +$27.1K | 0.05% | 138 |
|
|
2018
Q2 | $501K | Buy |
3,180
+315
| +11% | +$49.6K | 0.05% | 134 |
|
|
2018
Q1 | $442K | Hold |
2,865
| – | – | 0.05% | 139 |
|
|
2017
Q4 | $443K | Hold |
2,865
| – | – | 0.05% | 138 |
|
|
2017
Q3 | $421K | Hold |
2,865
| – | – | 0.05% | 138 |
|
|
2017
Q2 | $408K | Sell |
2,865
-55
| -2% | -$7.83K | 0.05% | 135 |
|
|
2017
Q1 | $407K | Buy |
2,920
+675
| +30% | +$94.1K | 0.05% | 134 |
|
|
2016
Q4 | $296K | Sell |
2,245
-85
| -4% | -$11.2K | 0.03% | 146 |
|
|
2016
Q3 | $302K | Sell |
2,330
-25
| -1% | -$3.24K | 0.04% | 141 |
|
|
2016
Q2 | $291K | Hold |
2,355
| – | – | 0.04% | 143 |
|
|
2016
Q1 | $291K | Sell |
2,355
-20
| -0.8% | -$2.47K | 0.04% | 142 |
|
|
2015
Q4 | $285K | Hold |
2,375
| – | – | 0.04% | 141 |
|
|
2015
Q3 | $277K | Sell |
2,375
-5
| -0.2% | -$583 | 0.04% | 147 |
|
|
2015
Q2 | $303K | Buy |
2,380
+135
| +6% | +$17.2K | 0.04% | 146 |
|
|
2015
Q1 | $298K | Sell |
2,245
-80
| -3% | -$10.6K | 0.04% | 144 |
|
|
2014
Q4 | $287K | Hold |
2,325
| – | – | 0.03% | 143 |
|
|
2014
Q3 | $273K | Hold |
2,325
| – | – | 0.03% | 140 |
|
|
2014
Q2 | $276K | Hold |
2,325
| – | – | 0.03% | 139 |
|
|
2014
Q1 | $264K | Hold |
2,325
| – | – | 0.03% | 136 |
|
|
2013
Q4 | $256K | Hold |
2,325
| – | – | 0.03% | 136 |
|
|
2013
Q3 | $238K | Hold |
2,325
| – | – | 0.03% | 134 |
|
|
2013
Q2 | $221K | Buy |
+2,325
| New | +$221K | 0.03% | 136 |
|