Lindbrook Capital’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 | $4.75M | Sell |
18,378
-517
| -3% | -$134K | 0.44% | 34 |
|
2024
Q4 | $4.99M | Sell |
18,895
-180
| -0.9% | -$47.5K | 0.45% | 35 |
|
2024
Q3 | $5.03M | Sell |
19,075
-1,100
| -5% | -$290K | 0.45% | 35 |
|
2024
Q2 | $4.88M | Sell |
20,175
-345
| -2% | -$83.5K | 0.46% | 35 |
|
2024
Q1 | $5.13M | Sell |
20,520
-1,010
| -5% | -$252K | 0.48% | 39 |
|
2023
Q4 | $5.01M | Sell |
21,530
-547
| -2% | -$127K | 0.5% | 34 |
|
2023
Q3 | $4.6M | Buy |
22,077
+2,142
| +11% | +$446K | 0.51% | 33 |
|
2023
Q2 | $4.39M | Buy |
19,935
+230
| +1% | +$50.6K | 0.47% | 38 |
|
2023
Q1 | $4.16M | Hold |
19,705
| – | – | 0.49% | 41 |
|
2022
Q4 | $4.02M | Buy |
19,705
+620
| +3% | +$126K | 0.49% | 41 |
|
2022
Q3 | $3.59M | Hold |
19,085
| – | – | 0.61% | 20 |
|
2022
Q2 | $3.76M | Sell |
19,085
-245
| -1% | -$48.3K | 0.62% | 21 |
|
2022
Q1 | $4.6M | Buy |
19,330
+900
| +5% | +$214K | 0.71% | 19 |
|
2021
Q4 | $4.7M | Buy |
18,430
+15,792
| +599% | +$4.02M | 0.71% | 20 |
|
2021
Q3 | $625K | Hold |
2,638
| – | – | 0.16% | 52 |
|
2021
Q2 | $626K | Hold |
2,638
| – | – | 0.14% | 59 |
|
2021
Q1 | $584K | Hold |
2,638
| – | – | 0.13% | 59 |
|
2020
Q4 | $545K | Sell |
2,638
-230
| -8% | -$47.5K | 0.13% | 60 |
|
2020
Q3 | $506K | Buy |
2,868
+230
| +9% | +$40.6K | 0.14% | 57 |
|
2020
Q2 | $432K | Hold |
2,638
| – | – | 0.13% | 61 |
|
2020
Q1 | $347K | Hold |
2,638
| – | – | 0.13% | 66 |
|
2019
Q4 | $470K | Hold |
2,638
| – | – | 0.16% | 61 |
|
2019
Q3 | $442K | Hold |
2,638
| – | – | 0.17% | 58 |
|
2019
Q2 | $440K | Hold |
2,638
| – | – | 0.17% | 59 |
|
2019
Q1 | $424K | Hold |
2,638
| – | – | 0.17% | 59 |
|
2018
Q4 | $364K | Buy |
+2,638
| New | +$364K | 0.18% | 60 |
|