Linscomb Wealth’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 | $2.71M | Sell |
9,680
-60
| -0.6% | -$16.8K | 0.12% | 131 |
|
|
2025
Q1 | $2.52M | Buy |
9,740
+65
| +0.7% | +$16.8K | 0.13% | 130 |
|
|
2024
Q4 | $2.56M | Sell |
9,675
-58
| -0.6% | -$15.3K | 0.13% | 129 |
|
|
2024
Q3 | $2.57M | Sell |
9,733
-22
| -0.2% | -$5.8K | 0.13% | 125 |
|
|
2024
Q2 | $2.36M | Buy |
9,755
+599
| +7% | +$145K | 0.12% | 125 |
|
|
2024
Q1 | $2.29M | Sell |
9,156
-1,237
| -12% | -$309K | 0.12% | 127 |
|
|
2023
Q4 | $2.42M | Sell |
10,393
-452
| -4% | -$105K | 0.13% | 121 |
|
|
2023
Q3 | $2.26M | Buy |
10,845
+1,271
| +13% | +$265K | 0.13% | 121 |
|
|
2023
Q2 | $2.11M | Sell |
9,574
-769
| -7% | -$169K | 0.11% | 127 |
|
|
2023
Q1 | $2.18M | Buy |
10,343
+320
| +3% | +$67.5K | 0.11% | 127 |
|
|
2022
Q4 | $2.04M | Buy |
10,023
+1,095
| +12% | +$223K | 0.1% | 135 |
|
|
2022
Q3 | $1.68M | Buy |
8,928
+40
| +0.5% | +$7.52K | 0.1% | 130 |
|
|
2022
Q2 | $1.75M | Buy |
8,888
+40
| +0.5% | +$7.88K | 0.1% | 131 |
|
|
2022
Q1 | $2.1M | Buy |
8,848
+1
| +0% | +$238 | 0.1% | 130 |
|
|
2021
Q4 | $2.25M | Sell |
8,847
-12
| -0.1% | -$3.06K | 0.11% | 125 |
|
|
2021
Q3 | $2.1M | Sell |
8,859
-57
| -0.6% | -$13.5K | 0.11% | 126 |
|
|
2021
Q2 | $2.12M | Sell |
8,916
-828
| -8% | -$197K | 0.11% | 124 |
|
|
2021
Q1 | $2.16M | Sell |
9,744
-33
| -0.3% | -$7.31K | 0.12% | 119 |
|
|
2020
Q4 | $2.02M | Buy |
9,777
+727
| +8% | +$150K | 0.12% | 116 |
|
|
2020
Q3 | $1.6M | Buy |
9,050
+26
| +0.3% | +$4.58K | 0.11% | 119 |
|
|
2020
Q2 | $1.48M | Buy |
9,024
+683
| +8% | +$112K | 0.11% | 120 |
|
|
2020
Q1 | $1.1M | Buy |
8,341
+3,347
| +67% | +$441K | 0.1% | 124 |
|
|
2019
Q4 | $890K | Buy |
4,994
+1,969
| +65% | +$351K | 0.06% | 244 |
|
|
2019
Q3 | $507K | Buy |
3,025
+173
| +6% | +$29K | 0.04% | 185 |
|
|
2019
Q2 | $477K | Hold |
2,852
| – | – | 0.04% | 187 |
|
|
2019
Q1 | $458K | Sell |
2,852
-114
| -4% | -$18.3K | 0.04% | 189 |
|
|
2018
Q4 | $410K | Sell |
2,966
-128
| -4% | -$17.7K | 0.04% | 182 |
|
|
2018
Q3 | $508K | Hold |
3,094
| – | – | 0.04% | 178 |
|
|
2018
Q2 | $488K | Hold |
3,094
| – | – | 0.04% | 175 |
|
|
2018
Q1 | $477K | Sell |
3,094
-339
| -10% | -$52.3K | 0.04% | 173 |
|
|
2017
Q4 | $531K | Sell |
3,433
-84
| -2% | -$13K | 0.04% | 165 |
|
|
2017
Q3 | $517K | Hold |
3,517
| – | – | 0.04% | 167 |
|
|
2017
Q2 | $501K | Buy |
3,517
+163
| +5% | +$23.2K | 0.04% | 165 |
|
|
2017
Q1 | $467K | Sell |
3,354
-1,177
| -26% | -$164K | 0.04% | 171 |
|
|
2016
Q4 | $596K | Buy |
4,531
+1,106
| +32% | +$145K | 0.06% | 153 |
|
|
2016
Q3 | $443K | Buy |
3,425
+247
| +8% | +$31.9K | 0.04% | 172 |
|
|
2016
Q2 | $393K | Sell |
3,178
-468
| -13% | -$57.9K | 0.04% | 180 |
|
|
2016
Q1 | $442K | Sell |
3,646
-74
| -2% | -$8.97K | 0.05% | 169 |
|
|
2015
Q4 | $447K | Sell |
3,720
-26
| -0.7% | -$3.12K | 0.05% | 168 |
|
|
2015
Q3 | $437K | Hold |
3,746
| – | – | 0.05% | 175 |
|
|
2015
Q2 | $477K | Sell |
3,746
-193
| -5% | -$24.6K | 0.05% | 172 |
|
|
2015
Q1 | $523K | Sell |
3,939
-202
| -5% | -$26.8K | 0.06% | 169 |
|
|
2014
Q4 | $511K | Sell |
4,141
-861
| -17% | -$106K | 0.06% | 165 |
|
|
2014
Q3 | $587K | Hold |
5,002
| – | – | 0.06% | 155 |
|
|
2014
Q2 | $594K | Sell |
5,002
-582
| -10% | -$69.1K | 0.06% | 154 |
|
|
2014
Q1 | $634K | Sell |
5,584
-83
| -1% | -$9.42K | 0.07% | 146 |
|
|
2013
Q4 | $623K | Sell |
5,667
-19
| -0.3% | -$2.09K | 0.08% | 131 |
|
|
2013
Q3 | $583K | Sell |
5,686
-650
| -10% | -$66.6K | 0.08% | 129 |
|
|
2013
Q2 | $603K | Buy |
+6,336
| New | +$603K | 0.08% | 124 |
|