Marcum Wealth’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
Q1 | $4.28M | Buy |
16,544
+88
| +0.5% | +$22.8K | 0.37% | 30 |
|
|
2024
Q4 | $4.35M | Sell |
16,456
-99
| -0.6% | -$26.1K | 0.38% | 31 |
|
|
2024
Q3 | $4.37M | Buy |
16,555
+251
| +2% | +$66.2K | 0.41% | 26 |
|
|
2024
Q2 | $3.95M | Sell |
16,304
-88
| -0.5% | -$21.3K | 0.4% | 28 |
|
|
2024
Q1 | $4.1M | Buy |
16,392
+100
| +0.6% | +$25K | 0.42% | 25 |
|
|
2023
Q4 | $3.79M | Sell |
16,292
-530
| -3% | -$123K | 0.4% | 26 |
|
|
2023
Q3 | $3.5M | Sell |
16,822
-262
| -2% | -$54.6K | 0.42% | 25 |
|
|
2023
Q2 | $3.76M | Buy |
17,084
+307
| +2% | +$67.6K | 0.44% | 23 |
|
|
2023
Q1 | $3.54M | Buy |
16,777
+76
| +0.5% | +$16K | 0.44% | 23 |
|
|
2022
Q4 | $3.4M | Buy |
16,701
+1,119
| +7% | +$228K | 0.45% | 24 |
|
|
2022
Q3 | $2.93M | Sell |
15,582
-245
| -2% | -$46.1K | 0.44% | 23 |
|
|
2022
Q2 | $3.12M | Buy |
15,827
+186
| +1% | +$36.6K | 0.47% | 23 |
|
|
2022
Q1 | $3.72M | Sell |
15,641
-709
| -4% | -$169K | 0.51% | 22 |
|
|
2021
Q4 | $4.17M | Sell |
16,350
-532
| -3% | -$136K | 0.58% | 22 |
|
|
2021
Q3 | $4M | Buy |
16,882
+9,034
| +115% | +$2.14M | 0.63% | 20 |
|
|
2021
Q2 | $1.86M | Sell |
7,848
-456
| -5% | -$108K | 0.3% | 38 |
|
|
2021
Q1 | $1.84M | Sell |
8,304
-614
| -7% | -$136K | 0.3% | 38 |
|
|
2020
Q4 | $1.84M | Sell |
8,918
-1,406
| -14% | -$291K | 0.43% | 26 |
|
|
2020
Q3 | $1.82M | Sell |
10,324
-2,448
| -19% | -$432K | 0.56% | 26 |
|
|
2020
Q2 | $2.09M | Buy |
12,772
+9,614
| +304% | +$1.58M | 0.64% | 26 |
|
|
2020
Q1 | $416K | Buy |
3,158
+430
| +16% | +$56.6K | 0.16% | 45 |
|
|
2019
Q4 | $486K | Buy |
+2,728
| New | +$486K | 0.18% | 49 |
|