Lee Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,664
| Closed | -$237K | – | 154 |
|
|
2025
Q1 | $237K | Sell |
3,664
-456
| -11% | -$30.6K | 0.04% | 139 |
|
|
2024
Q4 | $272K | Buy |
4,120
+456
| +12% | +$31K | 0.04% | 154 |
|
|
2024
Q3 | $242K | Hold |
3,664
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $222K | Buy |
+3,664
| New | +$223K | 0.04% | 133 |
|
|
2024
Q1 | – | Sell |
-2,048
| Closed | -$119K | – | 801 |
|
|
2023
Q4 | $119K | Buy |
2,048
+380
| +23% | +$20.3K | 0.02% | 162 |
|
|
2023
Q3 | $86.8K | Hold |
1,668
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $91.8K | Sell |
1,668
-212
| -11% | -$11.1K | 0.02% | 172 |
|
|
2023
Q1 | $99.1K | Buy |
1,880
+4
| +0.2% | +$213 | 0.02% | 170 |
|
|
2022
Q4 | $95.6K | Hold |
1,876
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $88K | Buy |
1,876
+100
| +6% | +$5.23K | 0.02% | 200 |
|
|
2022
Q2 | $87K | Hold |
1,776
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $106K | Sell |
1,776
-424
| -19% | -$24.9K | 0.02% | 184 |
|
|
2021
Q4 | $140K | Sell |
2,200
-92
| -4% | -$5.77K | 0.03% | 168 |
|
|
2021
Q3 | $136K | Buy |
2,292
+300
| +15% | +$18.1K | 0.03% | 163 |
|
|
2021
Q2 | $118K | Hold |
1,992
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $110K | Hold |
1,992
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $103K | Hold |
1,992
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $88K | Sell |
1,992
-244
| -11% | -$10.6K | 0.02% | 168 |
|
|
2020
Q2 | $92K | Buy |
2,236
+1,604
| +254% | +$61.4K | 0.03% | 152 |
|
|
2020
Q1 | $21K | Hold |
632
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $28K | Hold |
632
| – | – | 0.01% | 233 |
|
|
2019
Q3 | $26K | Sell |
632
-972
| -61% | -$40.6K | 0.01% | 235 |
|
|
2019
Q2 | $67K | Hold |
1,604
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $64K | Hold |
1,604
| – | – | 0.02% | 180 |
|
|
2018
Q4 | $55K | Hold |
1,604
| – | – | 0.01% | 176 |
|
|
2018
Q3 | $66K | Sell |
1,604
-3,684
| -70% | -$150K | 0.02% | 180 |
|
|
2018
Q2 | $208K | Buy |
5,288
+12
| +0.2% | +$471 | 0.05% | 156 |
|
|
2018
Q1 | $204K | Buy |
5,276
+3,672
| +229% | +$145K | 0.05% | 152 |
|
|
2017
Q4 | $62K | Hold |
1,604
| – | – | 0.02% | 179 |
|
|
2017
Q3 | $59K | Hold |
1,604
| – | – | 0.02% | 172 |
|
|
2017
Q2 | $57K | Hold |
1,604
| – | – | 0.02% | 184 |
|
|
2017
Q1 | $56K | Hold |
1,604
| – | – | 0.02% | 166 |
|
|
2016
Q4 | $53K | Buy |
+1,604
| New | +$51.9K | 0.03% | 173 |
|
Other funds holding VO
Lee Financial's VO Position: Q2 2025 in Review
Lee Financial sold out of Vanguard Mid-Cap ETF (VO) in Q2 2025, closing a stake of 3,664 shares — an estimated $237K sold.
Lee Financial first reported a position in VO in Q4 2016 and held it in 33 quarters. The position peaked at $272K in Q4 2024. 2,168 funds tracked by Wall St. Rank hold VO as of Q2 2025.
- Lee Financial reported no remaining Vanguard Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
- Lee Financial sold 3,664 Vanguard Mid-Cap ETF shares in Q2 2025, an estimated $237K.
- Lee Financial first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and held it in 33 quarters.
- Lee Financial's Vanguard Mid-Cap ETF position peaked at $272K in Q4 2024.
- 2,168 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2025.
Based on Lee Financial's 13F filing for Q2 2025, filed 24 Jul 2025.