Melone Private Wealth’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 | $972K | Sell |
3,484
-49
| -1% | -$13.7K | 0.5% | 31 |
|
|
2025
Q1 | $914K | Sell |
3,533
-15
| -0.4% | -$3.88K | 0.48% | 32 |
|
|
2024
Q4 | $937K | Buy |
3,548
+9
| +0.3% | +$2.38K | 0.49% | 31 |
|
|
2024
Q3 | $934K | Buy |
3,539
+15
| +0.4% | +$3.96K | 0.5% | 31 |
|
|
2024
Q2 | $853K | Hold |
3,524
| – | – | 0.51% | 31 |
|
|
2024
Q1 | $880K | Buy |
3,524
+8
| +0.2% | +$2K | 0.53% | 30 |
|
|
2023
Q4 | $818K | Sell |
3,516
-93
| -3% | -$21.6K | 0.52% | 31 |
|
|
2023
Q3 | $752K | Buy |
3,609
+41
| +1% | +$8.54K | 0.54% | 32 |
|
|
2023
Q2 | $785K | Buy |
3,568
+1
| +0% | +$220 | 0.55% | 32 |
|
|
2023
Q1 | $738K | Sell |
3,567
-1,209
| -25% | -$250K | 0.56% | 31 |
|
|
2022
Q4 | $973K | Sell |
4,776
-44
| -0.9% | -$8.97K | 0.82% | 28 |
|
|
2022
Q3 | $952K | Sell |
4,820
-13
| -0.3% | -$2.57K | 0.83% | 28 |
|
|
2022
Q2 | $979K | Hold |
4,833
| – | – | 0.83% | 29 |
|
|
2022
Q1 | $1.09M | Sell |
4,833
-374
| -7% | -$84.6K | 0.89% | 29 |
|
|
2021
Q4 | $1.33M | Buy |
+5,207
| New | +$1.33M | 1% | 30 |
|