Lutz Financial Services’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 | $1.12M | Hold |
4,004
| – | – | 0.09% | 59 |
|
|
2025
Q1 | $1.04M | Sell |
4,004
-969
| -19% | -$251K | 0.08% | 59 |
|
|
2024
Q4 | $1.31M | Buy |
4,973
+562
| +13% | +$148K | 0.11% | 56 |
|
|
2024
Q3 | $1.16M | Sell |
4,411
-25
| -0.6% | -$6.6K | 0.09% | 57 |
|
|
2024
Q2 | $1.07M | Sell |
4,436
-26
| -0.6% | -$6.3K | 0.09% | 56 |
|
|
2024
Q1 | $1.11M | Sell |
4,462
-36
| -0.8% | -$9K | 0.1% | 55 |
|
|
2023
Q4 | $1.05M | Buy |
4,498
+656
| +17% | +$153K | 0.1% | 56 |
|
|
2023
Q3 | $800K | Sell |
3,842
-3
| -0.1% | -$625 | 0.09% | 56 |
|
|
2023
Q2 | $847K | Sell |
3,845
-300
| -7% | -$66K | 0.09% | 57 |
|
|
2023
Q1 | $874K | Sell |
4,145
-76
| -2% | -$16K | 0.1% | 55 |
|
|
2022
Q4 | $860K | Buy |
4,221
+3
| +0.1% | +$611 | 0.11% | 55 |
|
|
2022
Q3 | $793K | Buy |
4,218
+2
| +0% | +$376 | 0.11% | 50 |
|
|
2022
Q2 | $830K | Buy |
4,216
+1,278
| +43% | +$252K | 0.11% | 49 |
|
|
2022
Q1 | $699K | Buy |
2,938
+2
| +0.1% | +$476 | 0.09% | 49 |
|
|
2021
Q4 | $748K | Sell |
2,936
-511
| -15% | -$130K | 0.09% | 49 |
|
|
2021
Q3 | $816K | Sell |
3,447
-80
| -2% | -$18.9K | 0.11% | 49 |
|
|
2021
Q2 | $837K | Sell |
3,527
-68
| -2% | -$16.1K | 0.11% | 48 |
|
|
2021
Q1 | $796K | Sell |
3,595
-61
| -2% | -$13.5K | 0.12% | 44 |
|
|
2020
Q4 | $756K | Sell |
3,656
-55
| -1% | -$11.4K | 0.12% | 45 |
|
|
2020
Q3 | $654K | Sell |
3,711
-142
| -4% | -$25K | 0.13% | 48 |
|
|
2020
Q2 | $632K | Sell |
3,853
-9,585
| -71% | -$1.57M | 0.13% | 47 |
|
|
2020
Q1 | $1.77M | Sell |
13,438
-314
| -2% | -$41.3K | 0.39% | 39 |
|
|
2019
Q4 | $2.45M | Buy |
13,752
+44
| +0.3% | +$7.84K | 0.44% | 38 |
|
|
2019
Q3 | $2.3M | Sell |
13,708
-87
| -0.6% | -$14.6K | 0.44% | 38 |
|
|
2019
Q2 | $2.31M | Sell |
13,795
-239
| -2% | -$40K | 0.45% | 35 |
|
|
2019
Q1 | $2.26M | Buy |
14,034
+510
| +4% | +$82K | 0.46% | 30 |
|
|
2018
Q4 | $1.87M | Buy |
13,524
+10,469
| +343% | +$1.45M | 0.42% | 35 |
|
|
2018
Q3 | $502K | Sell |
3,055
-166
| -5% | -$27.3K | 0.11% | 43 |
|
|
2018
Q2 | $508K | Hold |
3,221
| – | – | 0.14% | 34 |
|
|
2018
Q1 | $497K | Buy |
3,221
+103
| +3% | +$15.9K | 0.15% | 34 |
|
|
2017
Q4 | $483K | Buy |
+3,118
| New | +$483K | 0.14% | 37 |
|