Lodestone Wealth Management’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 | $579K | Hold |
2,070
| – | – | 0.28% | 87 |
|
|
2025
Q1 | $535K | Buy |
2,070
+6
| +0.3% | +$1.55K | 0.28% | 81 |
|
|
2024
Q4 | $545K | Buy |
2,064
+5
| +0.2% | +$1.32K | 0.27% | 85 |
|
|
2024
Q3 | $543K | Sell |
2,059
-167
| -8% | -$44.1K | 0.27% | 83 |
|
|
2024
Q2 | $539K | Sell |
2,226
-23
| -1% | -$5.57K | 0.28% | 84 |
|
|
2024
Q1 | $562K | Sell |
2,249
-16
| -0.7% | -$4K | 0.29% | 79 |
|
|
2023
Q4 | $527K | Buy |
2,265
+1,234
| +120% | +$287K | 0.3% | 76 |
|
|
2023
Q3 | $215K | Sell |
1,031
-278
| -21% | -$57.9K | 0.15% | 124 |
|
|
2023
Q2 | $288K | Sell |
1,309
-16
| -1% | -$3.52K | 0.2% | 112 |
|
|
2023
Q1 | $279K | Sell |
1,325
-15
| -1% | -$3.16K | 0.22% | 109 |
|
|
2022
Q4 | $273K | Buy |
+1,340
| New | +$273K | 0.22% | 101 |
|