Marotta Asset 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 | $996K | Sell |
3,560
-41
| -1% | -$11.5K | 0.2% | 54 |
|
|
2025
Q1 | $950K | Hold |
3,601
| – | – | 0.19% | 56 |
|
|
2024
Q4 | $950K | Hold |
3,601
| – | – | 0.2% | 55 |
|
|
2024
Q3 | $950K | Hold |
3,601
| – | – | 0.19% | 56 |
|
|
2024
Q2 | $865K | Sell |
3,601
-121
| -3% | -$29.1K | 0.18% | 56 |
|
|
2024
Q1 | $930K | Hold |
3,722
| – | – | 0.19% | 55 |
|
|
2023
Q4 | $866K | Sell |
3,722
-160
| -4% | -$37.2K | 0.19% | 55 |
|
|
2023
Q3 | $808K | Hold |
3,882
| – | – | 0.19% | 54 |
|
|
2023
Q2 | $855K | Buy |
+3,882
| New | +$855K | 0.19% | 51 |
|
|
2022
Q4 | $795K | Sell |
3,901
-10
| -0.3% | -$2.04K | 0.19% | 54 |
|
|
2022
Q3 | $735K | Hold |
3,911
| – | – | 0.19% | 52 |
|
|
2022
Q2 | $781K | Sell |
3,911
-12
| -0.3% | -$2.4K | 0.19% | 55 |
|
|
2022
Q1 | $933K | Sell |
3,923
-12
| -0.3% | -$2.85K | 0.22% | 51 |
|
|
2021
Q4 | $1M | Hold |
3,935
| – | – | 0.23% | 46 |
|
|
2021
Q3 | $932K | Buy |
3,935
+3
| +0.1% | +$710 | 0.23% | 45 |
|
|
2021
Q2 | $938K | Buy |
3,932
+19
| +0.5% | +$4.53K | 0.23% | 43 |
|
|
2021
Q1 | $879K | Hold |
3,913
| – | – | 0.22% | 42 |
|
|
2020
Q4 | $809K | Hold |
3,913
| – | – | 0.21% | 42 |
|
|
2020
Q3 | $690K | Sell |
3,913
-1
| -0% | -$176 | 0.21% | 44 |
|
|
2020
Q2 | $642K | Hold |
3,914
| – | – | 0.21% | 46 |
|
|
2020
Q1 | $490K | Hold |
3,914
| – | – | 0.19% | 49 |
|
|
2019
Q4 | $701K | Buy |
+3,914
| New | +$701K | 0.21% | 50 |
|