Maltin 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 | $2.98M | Buy |
10,660
+653
| +7% | +$183K | 1.34% | 28 |
|
|
2025
Q1 | $2.59M | Buy |
10,007
+576
| +6% | +$149K | 1.22% | 28 |
|
|
2024
Q4 | $2.49M | Buy |
9,431
+728
| +8% | +$192K | 1.22% | 27 |
|
|
2024
Q3 | $2.3M | Buy |
8,703
+637
| +8% | +$168K | 1.12% | 31 |
|
|
2024
Q2 | $1.95M | Buy |
8,066
+780
| +11% | +$189K | 1.05% | 34 |
|
|
2024
Q1 | $1.82M | Buy |
7,286
+1,248
| +21% | +$312K | 1.02% | 33 |
|
|
2023
Q4 | $1.4M | Buy |
6,038
+638
| +12% | +$148K | 0.89% | 36 |
|
|
2023
Q3 | $1.12M | Buy |
5,400
+239
| +5% | +$49.8K | 0.79% | 43 |
|
|
2023
Q2 | $1.14M | Buy |
5,161
+275
| +6% | +$60.5K | 0.8% | 40 |
|
|
2023
Q1 | $1.03M | Buy |
4,886
+96
| +2% | +$20.2K | 0.74% | 46 |
|
|
2022
Q4 | $976K | Buy |
4,790
+121
| +3% | +$24.7K | 0.71% | 47 |
|
|
2022
Q3 | $878K | Buy |
4,669
+145
| +3% | +$27.3K | 0.69% | 50 |
|
|
2022
Q2 | $891K | Sell |
4,524
-449
| -9% | -$88.4K | 0.64% | 55 |
|
|
2022
Q1 | $1.18M | Buy |
4,973
+43
| +0.9% | +$10.2K | 0.78% | 45 |
|
|
2021
Q4 | $1.26M | Buy |
4,930
+595
| +14% | +$152K | 0.75% | 43 |
|
|
2021
Q3 | $1.03M | Sell |
4,335
-87
| -2% | -$20.6K | 0.63% | 44 |
|
|
2021
Q2 | $1.05M | Buy |
4,422
+853
| +24% | +$202K | 0.64% | 44 |
|
|
2021
Q1 | $790K | Buy |
3,569
+777
| +28% | +$172K | 0.51% | 51 |
|
|
2020
Q4 | $577K | Buy |
2,792
+514
| +23% | +$106K | 0.4% | 56 |
|
|
2020
Q3 | $401K | Buy |
2,278
+690
| +43% | +$121K | 0.29% | 65 |
|
|
2020
Q2 | $260K | Buy |
1,588
+6
| +0.4% | +$982 | 0.2% | 68 |
|
|
2020
Q1 | $208K | Buy |
1,582
+9
| +0.6% | +$1.18K | 0.18% | 74 |
|
|
2019
Q4 | $280K | Buy |
+1,573
| New | +$280K | 0.18% | 60 |
|