Meridian 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 | $3.16M | Buy |
11,285
+252
| +2% | +$70.5K | 0.13% | 153 |
|
|
2025
Q1 | $2.85M | Buy |
11,033
+27
| +0.2% | +$6.98K | 0.14% | 156 |
|
|
2024
Q4 | $2.91M | Buy |
11,006
+1,108
| +11% | +$293K | 0.14% | 150 |
|
|
2024
Q3 | $2.61M | Buy |
+9,898
| New | +$2.61M | 0.13% | 161 |
|
|
2024
Q1 | – | Sell |
-9,299
| Closed | -$2.16M | – | 550 |
|
|
2023
Q4 | $2.16M | Buy |
9,299
+983
| +12% | +$229K | 0.14% | 165 |
|
|
2023
Q3 | $1.73M | Buy |
8,316
+491
| +6% | +$102K | 0.11% | 170 |
|
|
2023
Q2 | $1.72M | Sell |
7,825
-186
| -2% | -$40.9K | 0.15% | 134 |
|
|
2023
Q1 | $1.69M | Buy |
8,011
+907
| +13% | +$191K | 0.15% | 142 |
|
|
2022
Q4 | $1.45M | Buy |
7,104
+289
| +4% | +$58.9K | 0.14% | 143 |
|
|
2022
Q3 | $1.28M | Sell |
6,815
-1,250
| -15% | -$235K | 0.14% | 154 |
|
|
2022
Q2 | $1.59M | Buy |
8,065
+4,045
| +101% | +$797K | 0.13% | 172 |
|
|
2022
Q1 | $956K | Buy |
4,020
+33
| +0.8% | +$7.85K | 0.1% | 160 |
|
|
2021
Q4 | $1.02M | Buy |
3,987
+620
| +18% | +$158K | 0.11% | 155 |
|
|
2021
Q3 | $797K | Buy |
3,367
+461
| +16% | +$109K | 0.1% | 170 |
|
|
2021
Q2 | $690K | Buy |
2,906
+838
| +41% | +$199K | 0.09% | 186 |
|
|
2021
Q1 | $458K | Hold |
2,068
| – | – | 0.07% | 224 |
|
|
2020
Q4 | $427K | Sell |
2,068
-179
| -8% | -$37K | 0.07% | 213 |
|
|
2020
Q3 | $396K | Buy |
2,247
+967
| +76% | +$170K | 0.1% | 157 |
|
|
2020
Q2 | $209K | Buy |
+1,280
| New | +$209K | 0.07% | 205 |
|
|
2019
Q3 | – | Sell |
-1,310
| Closed | -$2.19K | – | 490 |
|
|
2019
Q2 | $2.19K | Buy |
+1,310
| New | +$2.19K | 0.09% | 188 |
|
|
2018
Q4 | – | Sell |
-1,338
| Closed | -$220K | – | 197 |
|
|
2018
Q3 | $220K | Buy |
+1,338
| New | +$220K | 0.09% | 153 |
|
|
2018
Q2 | – | Sell |
-1,399
| Closed | -$216K | – | 203 |
|
|
2018
Q1 | $216K | Buy |
+1,399
| New | +$216K | 0.11% | 167 |
|