McClarren Financial Advisors’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 | $9.62M | Buy |
34,395
+1,926
| +6% | +$539K | 6.26% | 5 |
|
|
2025
Q1 | $8.95M | Buy |
+32,469
| New | +$8.95M | 5.92% | 5 |
|
|
2024
Q4 | – | Sell |
-32,918
| Closed | -$22K | – | 311 |
|
|
2024
Q3 | $22K | Sell |
32,918
-7
| -0% | -$5 | 2.77% | 9 |
|
|
2024
Q2 | $8.55M | Sell |
32,925
-3,073
| -9% | -$798K | 5.97% | 4 |
|
|
2024
Q1 | $9M | Buy |
35,998
+154
| +0.4% | +$38.5K | 6.46% | 4 |
|
|
2023
Q4 | $8.34M | Buy |
35,844
+1,702
| +5% | +$396K | 6.35% | 4 |
|
|
2023
Q3 | $7.1M | Buy |
34,142
+317
| +0.9% | +$65.9K | 6.19% | 4 |
|
|
2023
Q2 | $7.45M | Buy |
33,825
+2,327
| +7% | +$512K | 6.16% | 4 |
|
|
2023
Q1 | $6.59M | Buy |
31,498
+804
| +3% | +$168K | 6% | 4 |
|
|
2022
Q4 | $6.26M | Buy |
30,694
+1,670
| +6% | +$340K | 5.94% | 4 |
|
|
2022
Q3 | $5.46M | Buy |
29,024
+24,705
| +572% | +$4.64M | 5.44% | 6 |
|
|
2022
Q2 | $850K | Sell |
4,319
-23,111
| -84% | -$4.55M | 2.72% | 11 |
|
|
2022
Q1 | $6.52M | Sell |
27,430
-1
| -0% | -$238 | 4.72% | 7 |
|
|
2021
Q4 | $6.97M | Sell |
27,431
-1,060
| -4% | -$269K | 4.76% | 6 |
|
|
2021
Q3 | $6.75M | Buy |
28,491
+1,050
| +4% | +$249K | 5.26% | 5 |
|
|
2021
Q2 | $6.51M | Buy |
27,441
+1,449
| +6% | +$344K | 5.28% | 7 |
|
|
2021
Q1 | $5.76M | Buy |
25,992
+406
| +2% | +$89.9K | 5.15% | 7 |
|
|
2020
Q4 | $5.29M | Buy |
+25,586
| New | +$5.29M | 5.08% | 7 |
|