Lyell 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 | $534K | Sell |
1,908
-149
| -7% | -$41.7K | 0.04% | 146 |
|
|
2025
Q1 | $532K | Hold |
2,057
| – | – | 0.05% | 142 |
|
|
2024
Q4 | $543K | Hold |
2,057
| – | – | 0.05% | 140 |
|
|
2024
Q3 | $543K | Hold |
2,057
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $498K | Sell |
2,057
-40
| -2% | -$9.68K | 0.05% | 139 |
|
|
2024
Q1 | $524K | Hold |
2,097
| – | – | 0.05% | 135 |
|
|
2023
Q4 | $488K | Sell |
2,097
-100
| -5% | -$23.3K | 0.06% | 138 |
|
|
2023
Q3 | $458K | Hold |
2,197
| – | – | 0.06% | 128 |
|
|
2023
Q2 | $484K | Hold |
2,197
| – | – | 0.06% | 135 |
|
|
2023
Q1 | $463K | Buy |
2,197
+149
| +7% | +$31.4K | 0.06% | 142 |
|
|
2022
Q4 | $417K | Hold |
2,048
| – | – | 0.07% | 144 |
|
|
2022
Q3 | $385K | Hold |
2,048
| – | – | 0.07% | 143 |
|
|
2022
Q2 | $403K | Hold |
2,048
| – | – | 0.07% | 144 |
|
|
2022
Q1 | $487K | Hold |
2,048
| – | – | 0.06% | 139 |
|
|
2021
Q4 | $522K | Hold |
2,048
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $485K | Hold |
2,048
| – | – | 0.06% | 132 |
|
|
2021
Q2 | $486K | Buy |
2,048
+271
| +15% | +$64.3K | 0.06% | 138 |
|
|
2021
Q1 | $393K | Hold |
1,777
| – | – | 0.06% | 139 |
|
|
2020
Q4 | $367K | Buy |
1,777
+342
| +24% | +$70.6K | 0.06% | 128 |
|
|
2020
Q3 | $253K | Hold |
1,435
| – | – | 0.05% | 118 |
|
|
2020
Q2 | $235K | Sell |
1,435
-118
| -8% | -$19.3K | 0.05% | 113 |
|
|
2020
Q1 | $204K | Buy |
1,553
+153
| +11% | +$20.1K | 0.06% | 116 |
|
|
2019
Q4 | $249K | Hold |
1,400
| – | – | 0.07% | 116 |
|
|
2019
Q3 | $235K | Hold |
1,400
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $235K | Hold |
1,400
| – | – | 0.07% | 114 |
|
|
2019
Q1 | $226K | Buy |
+1,400
| New | +$226K | 0.08% | 111 |
|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$231K | – | 119 |
|
|
2018
Q3 | $231K | Hold |
1,400
| – | – | 0.08% | 107 |
|
|
2018
Q2 | $221K | Hold |
1,400
| – | – | 0.08% | 102 |
|
|
2018
Q1 | $216K | Hold |
1,400
| – | – | 0.08% | 102 |
|
|
2017
Q4 | $217K | Hold |
1,400
| – | – | 0.09% | 104 |
|
|
2017
Q3 | $207K | Hold |
1,400
| – | – | 0.09% | 103 |
|
|
2017
Q2 | $200K | Buy |
+1,400
| New | +$200K | 0.1% | 98 |
|