Mission 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 | $1.31M | Buy |
4,685
+1,032
| +28% | +$289K | 0.03% | 263 |
|
|
2025
Q1 | $945K | Sell |
3,653
-34
| -0.9% | -$8.79K | 0.02% | 300 |
|
|
2024
Q4 | $974K | Sell |
3,687
-40
| -1% | -$10.6K | 0.02% | 281 |
|
|
2024
Q3 | $983K | Buy |
3,727
+393
| +12% | +$104K | 0.02% | 285 |
|
|
2024
Q2 | $807K | Sell |
3,334
-3,203
| -49% | -$776K | 0.02% | 303 |
|
|
2024
Q1 | $1.63M | Buy |
6,537
+3,703
| +131% | +$925K | 0.04% | 197 |
|
|
2023
Q4 | $659K | Sell |
2,834
-72
| -2% | -$16.8K | 0.02% | 302 |
|
|
2023
Q3 | $605K | Buy |
2,906
+86
| +3% | +$17.9K | 0.02% | 293 |
|
|
2023
Q2 | $621K | Sell |
2,820
-339
| -11% | -$74.6K | 0.02% | 291 |
|
|
2023
Q1 | $666K | Sell |
3,159
-877
| -22% | -$185K | 0.03% | 279 |
|
|
2022
Q4 | $823K | Sell |
4,036
-273
| -6% | -$55.6K | 0.04% | 230 |
|
|
2022
Q3 | $810K | Buy |
4,309
+265
| +7% | +$49.8K | 0.04% | 205 |
|
|
2022
Q2 | $797K | Buy |
4,044
+276
| +7% | +$54.4K | 0.04% | 218 |
|
|
2022
Q1 | $896K | Buy |
3,768
+180
| +5% | +$42.8K | 0.04% | 205 |
|
|
2021
Q4 | $914K | Buy |
3,588
+1,525
| +74% | +$388K | 0.04% | 195 |
|
|
2021
Q3 | $488K | Sell |
2,063
-526
| -20% | -$124K | 0.02% | 275 |
|
|
2021
Q2 | $615K | Buy |
2,589
+9
| +0.3% | +$2.14K | 0.03% | 248 |
|
|
2021
Q1 | $571K | Sell |
2,580
-51
| -2% | -$11.3K | 0.03% | 237 |
|
|
2020
Q4 | $544K | Buy |
2,631
+118
| +5% | +$24.4K | 0.03% | 222 |
|
|
2020
Q3 | $443K | Buy |
2,513
+2
| +0.1% | +$353 | 0.03% | 217 |
|
|
2020
Q2 | $412K | Hold |
2,511
| – | – | 0.04% | 202 |
|
|
2020
Q1 | $331K | Buy |
2,511
+406
| +19% | +$53.5K | 0.04% | 202 |
|
|
2019
Q4 | $375K | Buy |
2,105
+4
| +0.2% | +$713 | 0.04% | 213 |
|
|
2019
Q3 | $352K | Buy |
2,101
+654
| +45% | +$110K | 0.04% | 210 |
|
|
2019
Q2 | $242K | Sell |
1,447
-85
| -6% | -$14.2K | 0.03% | 270 |
|
|
2019
Q1 | $246K | Buy |
+1,532
| New | +$246K | 0.03% | 267 |
|
|
2018
Q4 | – | Sell |
-1,604
| Closed | -$263K | – | 297 |
|
|
2018
Q3 | $263K | Buy |
1,604
+217
| +16% | +$35.6K | 0.03% | 228 |
|
|
2018
Q2 | $219K | Hold |
1,387
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $214K | Hold |
1,387
| – | – | 0.03% | 214 |
|
|
2017
Q4 | $215K | Hold |
1,387
| – | – | 0.04% | 204 |
|
|
2017
Q3 | $204K | Buy |
+1,387
| New | +$204K | 0.04% | 186 |
|
|
2017
Q2 | – | Sell |
-1,468
| Closed | -$204K | – | 204 |
|
|
2017
Q1 | $204K | Buy |
+1,468
| New | +$204K | 0.04% | 177 |
|