McKinley Carter Wealth Services’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 | $1.63M | Sell |
5,837
-18
| -0.3% | -$5.04K | 0.09% | 127 |
|
|
2025
Q1 | $1.51M | Sell |
5,855
-161
| -3% | -$41.6K | 0.09% | 132 |
|
|
2024
Q4 | $1.59M | Sell |
6,016
-18
| -0.3% | -$4.75K | 0.1% | 128 |
|
|
2024
Q3 | $1.59M | Sell |
6,034
-627
| -9% | -$165K | 0.1% | 132 |
|
|
2024
Q2 | $1.61M | Sell |
6,661
-162
| -2% | -$39.2K | 0.1% | 128 |
|
|
2024
Q1 | $1.7M | Sell |
6,823
-466
| -6% | -$116K | 0.11% | 119 |
|
|
2023
Q4 | $1.7M | Sell |
7,289
-346
| -5% | -$80.5K | 0.12% | 110 |
|
|
2023
Q3 | $1.59M | Sell |
7,635
-119
| -2% | -$24.8K | 0.13% | 114 |
|
|
2023
Q2 | $1.71M | Sell |
7,754
-15
| -0.2% | -$3.3K | 0.13% | 113 |
|
|
2023
Q1 | $1.64M | Sell |
7,769
-155
| -2% | -$32.7K | 0.13% | 112 |
|
|
2022
Q4 | $1.61M | Sell |
7,924
-974
| -11% | -$199K | 0.14% | 111 |
|
|
2022
Q3 | $1.67M | Sell |
8,898
-1,294
| -13% | -$243K | 0.16% | 96 |
|
|
2022
Q2 | $2.01M | Sell |
10,192
-376
| -4% | -$74.1K | 0.18% | 92 |
|
|
2022
Q1 | $2.51M | Sell |
10,568
-791
| -7% | -$188K | 0.2% | 86 |
|
|
2021
Q4 | $2.89M | Sell |
11,359
-2,132
| -16% | -$543K | 0.22% | 83 |
|
|
2021
Q3 | $3.19M | Sell |
13,491
-752
| -5% | -$178K | 0.26% | 77 |
|
|
2021
Q2 | $3.38M | Sell |
14,243
-993
| -7% | -$236K | 0.28% | 73 |
|
|
2021
Q1 | $3.37M | Sell |
15,236
-375
| -2% | -$83K | 0.29% | 75 |
|
|
2020
Q4 | $3.23M | Buy |
15,611
+10,814
| +225% | +$2.24M | 0.42% | 68 |
|
|
2020
Q3 | $846K | Sell |
4,797
-1,008
| -17% | -$178K | 0.19% | 80 |
|
|
2020
Q2 | $951K | Sell |
5,805
-2,913
| -33% | -$477K | 0.23% | 74 |
|
|
2020
Q1 | $1.15M | Sell |
8,718
-7,963
| -48% | -$1.05M | 0.34% | 60 |
|
|
2019
Q4 | $2.97M | Sell |
16,681
-684
| -4% | -$122K | 0.7% | 35 |
|
|
2019
Q3 | $2.91M | Sell |
17,365
-132
| -0.8% | -$22.1K | 0.74% | 34 |
|
|
2019
Q2 | $2.93M | Sell |
17,497
-792
| -4% | -$132K | 0.79% | 34 |
|
|
2019
Q1 | $2.94M | Sell |
18,289
-3,539
| -16% | -$569K | 0.83% | 33 |
|
|
2018
Q4 | $3.02M | Sell |
21,828
-4,341
| -17% | -$600K | 1% | 24 |
|
|
2018
Q3 | $4.3M | Sell |
26,169
-3,491
| -12% | -$573K | 1.27% | 14 |
|
|
2018
Q2 | $4.68M | Sell |
29,660
-5,188
| -15% | -$818K | 1.51% | 12 |
|
|
2018
Q1 | $5.37M | Sell |
34,848
-5,596
| -14% | -$863K | 1.76% | 11 |
|
|
2017
Q4 | $6.26M | Sell |
40,444
-13,788
| -25% | -$2.13M | 2.15% | 9 |
|
|
2017
Q3 | $7.97M | Sell |
54,232
-91,830
| -63% | -$13.5M | 3.06% | 6 |
|
|
2017
Q2 | $20.8M | Buy |
146,062
+1,742
| +1% | +$248K | 9.21% | 2 |
|
|
2017
Q1 | $20.1M | Buy |
144,320
+822
| +0.6% | +$114K | 9.33% | 2 |
|
|
2016
Q4 | $18.9M | Buy |
143,498
+82
| +0.1% | +$10.8K | 9.55% | 2 |
|
|
2016
Q3 | $18.6M | Buy |
143,416
+3,145
| +2% | +$407K | 9.57% | 2 |
|
|
2016
Q2 | $17.3M | Buy |
140,271
+4,859
| +4% | +$601K | 9.02% | 2 |
|
|
2016
Q1 | $16.4M | Buy |
135,412
+1,582
| +1% | +$192K | 9.1% | 2 |
|
|
2015
Q4 | $16.1M | Sell |
133,830
-4,507
| -3% | -$541K | 9.2% | 1 |
|
|
2015
Q3 | $16.1M | Buy |
138,337
+31,656
| +30% | +$3.69M | 10.05% | 1 |
|
|
2015
Q2 | $13.6M | Buy |
106,681
+17,505
| +20% | +$2.23M | 7.37% | 2 |
|
|
2015
Q1 | $11.8M | Buy |
+89,176
| New | +$11.8M | 7.63% | 2 |
|