Lee Financial’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 | – | Sell |
-916
| Closed | -$237K | – | 154 |
|
|
2025
Q1 | $237K | Sell |
916
-114
| -11% | -$29.5K | 0.04% | 139 |
|
|
2024
Q4 | $272K | Buy |
1,030
+114
| +12% | +$30.1K | 0.04% | 154 |
|
|
2024
Q3 | $242K | Hold |
916
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $222K | Buy |
+916
| New | +$222K | 0.04% | 133 |
|
|
2024
Q1 | – | Sell |
-512
| Closed | -$119K | – | 801 |
|
|
2023
Q4 | $119K | Buy |
512
+95
| +23% | +$22.1K | 0.02% | 162 |
|
|
2023
Q3 | $86.8K | Hold |
417
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $91.8K | Sell |
417
-53
| -11% | -$11.7K | 0.02% | 172 |
|
|
2023
Q1 | $99.1K | Buy |
470
+1
| +0.2% | +$211 | 0.02% | 170 |
|
|
2022
Q4 | $95.6K | Hold |
469
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $88K | Buy |
469
+25
| +6% | +$4.69K | 0.02% | 200 |
|
|
2022
Q2 | $87K | Hold |
444
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $106K | Sell |
444
-106
| -19% | -$25.3K | 0.02% | 184 |
|
|
2021
Q4 | $140K | Sell |
550
-23
| -4% | -$5.86K | 0.03% | 168 |
|
|
2021
Q3 | $136K | Buy |
573
+75
| +15% | +$17.8K | 0.03% | 163 |
|
|
2021
Q2 | $118K | Hold |
498
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $110K | Hold |
498
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $103K | Hold |
498
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $88K | Sell |
498
-61
| -11% | -$10.8K | 0.02% | 168 |
|
|
2020
Q2 | $92K | Buy |
559
+401
| +254% | +$66K | 0.03% | 152 |
|
|
2020
Q1 | $21K | Hold |
158
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $28K | Hold |
158
| – | – | 0.01% | 233 |
|
|
2019
Q3 | $26K | Sell |
158
-243
| -61% | -$40K | 0.01% | 235 |
|
|
2019
Q2 | $67K | Hold |
401
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $64K | Hold |
401
| – | – | 0.02% | 180 |
|
|
2018
Q4 | $55K | Hold |
401
| – | – | 0.01% | 176 |
|
|
2018
Q3 | $66K | Sell |
401
-921
| -70% | -$152K | 0.02% | 180 |
|
|
2018
Q2 | $208K | Buy |
1,322
+3
| +0.2% | +$472 | 0.05% | 156 |
|
|
2018
Q1 | $204K | Buy |
1,319
+918
| +229% | +$142K | 0.05% | 152 |
|
|
2017
Q4 | $62K | Hold |
401
| – | – | 0.02% | 179 |
|
|
2017
Q3 | $59K | Hold |
401
| – | – | 0.02% | 172 |
|
|
2017
Q2 | $57K | Hold |
401
| – | – | 0.02% | 184 |
|
|
2017
Q1 | $56K | Hold |
401
| – | – | 0.02% | 166 |
|
|
2016
Q4 | $53K | Buy |
+401
| New | +$53K | 0.03% | 173 |
|