Madison Wealth Partners’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 | $391K | Buy |
1,397
+112
| +9% | +$31.3K | 0.09% | 102 |
|
|
2025
Q1 | $332K | Sell |
1,285
-1
| -0.1% | -$259 | 0.08% | 105 |
|
|
2024
Q4 | $340K | Buy |
1,286
+22
| +2% | +$5.81K | 0.09% | 107 |
|
|
2024
Q3 | $334K | Buy |
1,264
+215
| +20% | +$56.7K | 0.1% | 105 |
|
|
2024
Q2 | $254K | Buy |
1,049
+6
| +0.6% | +$1.45K | 0.09% | 107 |
|
|
2024
Q1 | $261K | Buy |
1,043
+121
| +13% | +$30.2K | 0.09% | 104 |
|
|
2023
Q4 | $214K | Buy |
+922
| New | +$214K | 0.09% | 110 |
|
|
2022
Q2 | – | Sell |
-995
| Closed | -$237K | – | 90 |
|
|
2022
Q1 | $237K | Buy |
995
+53
| +6% | +$12.6K | 0.13% | 65 |
|
|
2021
Q4 | $240K | Sell |
942
-38
| -4% | -$9.68K | 0.12% | 66 |
|
|
2021
Q3 | $232K | Buy |
980
+11
| +1% | +$2.6K | 0.13% | 61 |
|
|
2021
Q2 | $230K | Sell |
969
-15
| -2% | -$3.56K | 0.13% | 61 |
|
|
2021
Q1 | $203K | Hold |
984
| – | – | 0.14% | 51 |
|
|
2020
Q4 | $203K | Buy |
+984
| New | +$203K | 0.14% | 52 |
|