MAM
McLean Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
1,050
| – | – | 0.08% | 125 |
|
|
2025
Q1 | $240K | Buy |
1,050
+131
| +14% | +$29.9K | 0.08% | 132 |
|
|
2024
Q4 | $243K | Hold |
919
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $242K | Sell |
919
-30
| -3% | -$7.91K | 0.07% | 138 |
|
|
2024
Q2 | $231K | Buy |
949
+30
| +3% | +$7.31K | 0.07% | 142 |
|
|
2024
Q1 | $227K | Hold |
919
| – | – | 0.08% | 141 |
|
|
2023
Q4 | $210K | Buy |
+919
| New | +$210K | 0.08% | 138 |
|
|
2023
Q3 | – | Sell |
-934
| Closed | -$206K | – | 138 |
|
|
2023
Q2 | $206K | Buy |
+934
| New | +$206K | 0.08% | 129 |
|
|
2021
Q3 | – | Sell |
-1,076
| Closed | -$251K | – | 136 |
|
|
2021
Q2 | $251K | Hold |
1,076
| – | – | 0.11% | 91 |
|
|
2021
Q1 | $252K | Hold |
1,076
| – | – | 0.2% | 83 |
|
|
2020
Q4 | $222K | Buy |
+1,076
| New | +$222K | 0.2% | 84 |
|