Meridian Wealth Partners’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 | $492K | Buy |
1,758
+5
| +0.3% | +$1.4K | 0.07% | 64 |
|
|
2025
Q1 | $453K | Sell |
1,753
-187
| -10% | -$48.4K | 0.07% | 62 |
|
|
2024
Q4 | $512K | Sell |
1,940
-63
| -3% | -$16.6K | 0.08% | 60 |
|
|
2024
Q3 | $528K | Sell |
2,003
-21
| -1% | -$5.54K | 0.08% | 58 |
|
|
2024
Q2 | $490K | Sell |
2,024
-169
| -8% | -$40.9K | 0.09% | 54 |
|
|
2024
Q1 | $548K | Sell |
2,193
-41
| -2% | -$10.2K | 0.1% | 50 |
|
|
2023
Q4 | $520K | Buy |
2,234
+8
| +0.4% | +$1.86K | 0.1% | 53 |
|
|
2023
Q3 | $464K | Buy |
2,226
+839
| +60% | +$175K | 0.1% | 51 |
|
|
2023
Q2 | $305K | Sell |
1,387
-64
| -4% | -$14.1K | 0.06% | 68 |
|
|
2023
Q1 | $306K | Sell |
1,451
-196
| -12% | -$41.3K | 0.07% | 66 |
|
|
2022
Q4 | $336K | Sell |
1,647
-129
| -7% | -$26.3K | 0.08% | 56 |
|
|
2022
Q3 | $334K | Buy |
1,776
+234
| +15% | +$44K | 0.08% | 55 |
|
|
2022
Q2 | $304K | Sell |
1,542
-13
| -0.8% | -$2.56K | 0.07% | 57 |
|
|
2022
Q1 | $370K | Buy |
1,555
+20
| +1% | +$4.76K | 0.08% | 54 |
|
|
2021
Q4 | $391K | Sell |
1,535
-43
| -3% | -$11K | 0.08% | 51 |
|
|
2021
Q3 | $374K | Sell |
1,578
-19
| -1% | -$4.5K | 0.08% | 48 |
|
|
2021
Q2 | $379K | Buy |
1,597
+93
| +6% | +$22.1K | 0.09% | 47 |
|
|
2021
Q1 | $333K | Sell |
1,504
-48
| -3% | -$10.6K | 0.1% | 47 |
|
|
2020
Q4 | $321K | Sell |
1,552
-77
| -5% | -$15.9K | 0.13% | 45 |
|
|
2020
Q3 | $287K | Buy |
1,629
+157
| +11% | +$27.7K | 0.14% | 45 |
|
|
2020
Q2 | $241K | Buy |
1,472
+407
| +38% | +$66.6K | 0.13% | 49 |
|
|
2020
Q1 | $140K | Sell |
1,065
-4
| -0.4% | -$526 | 0.08% | 67 |
|
|
2019
Q4 | $190K | Buy |
+1,069
| New | +$190K | 0.12% | 62 |
|