Meritage Portfolio 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 | $383K | Buy |
1,367
+514
| +60% | +$144K | 0.02% | 268 |
|
|
2025
Q1 | $221K | Buy |
853
+3
| +0.4% | +$776 | 0.01% | 307 |
|
|
2024
Q4 | $225K | Buy |
850
+2
| +0.2% | +$528 | 0.01% | 308 |
|
|
2024
Q3 | $224K | Buy |
848
+3
| +0.4% | +$792 | 0.01% | 319 |
|
|
2024
Q2 | $205K | Hold |
845
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $211K | Sell |
845
-3,292
| -80% | -$822K | 0.01% | 326 |
|
|
2023
Q4 | $963K | Buy |
4,137
+1,087
| +36% | +$253K | 0.06% | 198 |
|
|
2023
Q3 | $635K | Buy |
3,050
+108
| +4% | +$22.5K | 0.05% | 221 |
|
|
2023
Q2 | $648K | Buy |
2,942
+269
| +10% | +$59.2K | 0.05% | 221 |
|
|
2023
Q1 | $564K | Sell |
2,673
-34
| -1% | -$7.17K | 0.04% | 203 |
|
|
2022
Q4 | $552K | Sell |
2,707
-278
| -9% | -$56.7K | 0.04% | 209 |
|
|
2022
Q3 | $561K | Buy |
2,985
+87
| +3% | +$16.4K | 0.05% | 207 |
|
|
2022
Q2 | $571K | Hold |
2,898
| – | – | 0.04% | 208 |
|
|
2022
Q1 | $689K | Hold |
2,898
| – | – | 0.04% | 210 |
|
|
2021
Q4 | $738K | Buy |
2,898
+242
| +9% | +$61.6K | 0.04% | 203 |
|
|
2021
Q3 | $629K | Hold |
2,656
| – | – | 0.04% | 210 |
|
|
2021
Q2 | $630K | Hold |
2,656
| – | – | 0.04% | 218 |
|
|
2021
Q1 | $588K | Buy |
+2,656
| New | +$588K | 0.04% | 209 |
|