Live Oak Private 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 | $503K | Hold |
1,799
| – | – | 0.08% | 130 |
|
|
2025
Q1 | $465K | Buy |
1,799
+9
| +0.5% | +$2.33K | 0.08% | 130 |
|
|
2024
Q4 | $473K | Buy |
1,790
+335
| +23% | +$88.5K | 0.08% | 126 |
|
|
2024
Q3 | $384K | Hold |
1,455
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $352K | Sell |
1,455
-200
| -12% | -$48.4K | 0.06% | 130 |
|
|
2024
Q1 | $414K | Sell |
1,655
-532
| -24% | -$133K | 0.07% | 120 |
|
|
2023
Q4 | $509K | Hold |
2,187
| – | – | 0.1% | 107 |
|
|
2023
Q3 | $455K | Sell |
2,187
-266
| -11% | -$55.4K | 0.1% | 105 |
|
|
2023
Q2 | $540K | Buy |
2,453
+436
| +22% | +$96K | 0.11% | 103 |
|
|
2023
Q1 | $425K | Buy |
2,017
+727
| +56% | +$153K | 0.09% | 116 |
|
|
2022
Q4 | $263K | Buy |
1,290
+1
| +0.1% | +$204 | 0.05% | 145 |
|
|
2022
Q3 | $242K | Sell |
1,289
-94
| -7% | -$17.6K | 0.05% | 145 |
|
|
2022
Q2 | $272K | Buy |
+1,383
| New | +$272K | 0.06% | 145 |
|