McNaughton Wealth 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 | $8.46M | Buy |
30,238
+321
| +1% | +$89.8K | 3.77% | 7 |
|
|
2025
Q1 | $7.74M | Sell |
29,917
-16,355
| -35% | -$4.23M | 3.76% | 7 |
|
|
2024
Q4 | $12.2M | Buy |
46,272
+287
| +0.6% | +$75.8K | 5.89% | 6 |
|
|
2024
Q3 | $12.1M | Buy |
45,985
+1,137
| +3% | +$300K | 5.91% | 6 |
|
|
2024
Q2 | $10.9M | Buy |
44,848
+1,049
| +2% | +$254K | 5.76% | 6 |
|
|
2024
Q1 | $10.9M | Buy |
43,799
+533
| +1% | +$133K | 6.07% | 6 |
|
|
2023
Q4 | $10.1M | Buy |
43,266
+2,164
| +5% | +$503K | 5.96% | 6 |
|
|
2023
Q3 | $8.56M | Buy |
41,102
+171
| +0.4% | +$35.6K | 5.69% | 6 |
|
|
2023
Q2 | $9.01M | Buy |
40,931
+974
| +2% | +$214K | 5.77% | 6 |
|
|
2023
Q1 | $8.43M | Buy |
39,957
+487
| +1% | +$103K | 5.59% | 5 |
|
|
2022
Q4 | $8.04M | Buy |
39,470
+114
| +0.3% | +$23.2K | 5.5% | 5 |
|
|
2022
Q3 | $7.4M | Buy |
39,356
+426
| +1% | +$80.1K | 5.43% | 5 |
|
|
2022
Q2 | $7.67M | Buy |
38,930
+1,121
| +3% | +$221K | 5.42% | 4 |
|
|
2022
Q1 | $8.99M | Buy |
37,809
+872
| +2% | +$207K | 5.85% | 5 |
|
|
2021
Q4 | $9.09M | Buy |
36,937
+962
| +3% | +$237K | 5.88% | 5 |
|
|
2021
Q3 | $8.52M | Sell |
35,975
-345
| -0.9% | -$81.7K | 6.02% | 5 |
|
|
2021
Q2 | $8.62M | Buy |
36,320
+1,230
| +4% | +$292K | 6.05% | 5 |
|
|
2021
Q1 | $7.77M | Sell |
35,090
-825
| -2% | -$183K | 5.95% | 5 |
|
|
2020
Q4 | $7.43M | Sell |
35,915
-1,228
| -3% | -$254K | 5.94% | 5 |
|
|
2020
Q3 | $6.55M | Sell |
37,143
-403
| -1% | -$71K | 5.73% | 5 |
|
|
2020
Q2 | $6.15M | Buy |
37,546
+5,204
| +16% | +$853K | 5.7% | 5 |
|
|
2020
Q1 | $4.26M | Buy |
32,342
+5,946
| +23% | +$783K | 4.55% | 7 |
|
|
2019
Q4 | $4.7M | Buy |
+26,396
| New | +$4.7M | 4.37% | 8 |
|