Mitchell Sinkler & Starr’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 | $1.73M | Buy |
6,197
+1,174
| +23% | +$329K | 0.83% | 38 |
|
|
2025
Q1 | $1.3M | Buy |
5,023
+227
| +5% | +$58.7K | 0.36% | 59 |
|
|
2024
Q4 | $1.27M | Hold |
4,796
| – | – | 0.34% | 59 |
|
|
2024
Q3 | $1.27M | Buy |
4,796
+30
| +0.6% | +$7.92K | 0.32% | 65 |
|
|
2024
Q2 | $1.18M | Buy |
4,766
+5
| +0.1% | +$1.24K | 0.3% | 64 |
|
|
2024
Q1 | $1.19M | Sell |
4,761
-4,166
| -47% | -$1.04M | 0.3% | 69 |
|
|
2023
Q4 | $2.08M | Buy |
+8,927
| New | +$2.08M | 0.38% | 61 |
|
|
2023
Q3 | – | Sell |
-5,307
| Closed | -$1.17M | – | 135 |
|
|
2023
Q2 | $1.17M | Sell |
5,307
-385
| -7% | -$84.8K | 0.33% | 60 |
|
|
2023
Q1 | $1.2M | Buy |
5,692
+2,562
| +82% | +$540K | 0.36% | 59 |
|
|
2022
Q4 | $638K | Sell |
3,130
-613
| -16% | -$125K | 0.21% | 85 |
|
|
2022
Q3 | $704K | Buy |
3,743
+445
| +13% | +$83.7K | 0.27% | 66 |
|
|
2022
Q2 | $650K | Hold |
3,298
| – | – | 0.24% | 71 |
|
|
2022
Q1 | $784K | Buy |
3,298
+88
| +3% | +$20.9K | 0.25% | 69 |
|
|
2021
Q4 | $818K | Buy |
3,210
+245
| +8% | +$62.4K | 0.24% | 67 |
|
|
2021
Q3 | $702K | Buy |
2,965
+240
| +9% | +$56.8K | 0.63% | 54 |
|
|
2021
Q2 | $647K | Buy |
2,725
+845
| +45% | +$201K | 0.59% | 58 |
|
|
2021
Q1 | $416K | Buy |
1,880
+135
| +8% | +$29.9K | 0.4% | 73 |
|
|
2020
Q4 | $361K | Sell |
1,745
-365
| -17% | -$75.5K | 0.34% | 71 |
|
|
2020
Q3 | $372K | Buy |
2,110
+460
| +28% | +$81.1K | 0.38% | 70 |
|
|
2020
Q2 | $270K | Sell |
1,650
-580
| -26% | -$94.9K | 0.31% | 81 |
|
|
2020
Q1 | $294K | Hold |
2,230
| – | – | 0.38% | 73 |
|
|
2019
Q4 | $397K | Hold |
2,230
| – | – | 0.42% | 66 |
|
|
2019
Q3 | $374K | Sell |
2,230
-4,000
| -64% | -$671K | 0.48% | 62 |
|
|
2019
Q2 | $1.04M | Buy |
6,230
+310
| +5% | +$51.8K | 1.19% | 31 |
|
|
2019
Q1 | $952K | Hold |
5,920
| – | – | 1.1% | 36 |
|
|
2018
Q4 | $818K | Hold |
5,920
| – | – | 1.01% | 37 |
|
|
2018
Q3 | $972K | Hold |
5,920
| – | – | 1.02% | 38 |
|
|
2018
Q2 | $933K | Hold |
5,920
| – | – | 1.03% | 38 |
|
|
2018
Q1 | $913K | Sell |
5,920
-1,165
| -16% | -$180K | 1.04% | 38 |
|
|
2017
Q4 | $1.1M | Hold |
7,085
| – | – | 1.62% | 23 |
|
|
2017
Q3 | $1.04M | Buy |
7,085
+75
| +1% | +$11K | 1.63% | 24 |
|
|
2017
Q2 | $999K | Buy |
7,010
+700
| +11% | +$99.8K | 1.64% | 24 |
|
|
2017
Q1 | $879K | Buy |
6,310
+1,040
| +20% | +$145K | 1.43% | 31 |
|
|
2016
Q4 | $694K | Buy |
5,270
+200
| +4% | +$26.3K | 0.97% | 39 |
|
|
2016
Q3 | $656K | Hold |
5,070
| – | – | 1.03% | 36 |
|
|
2016
Q2 | $627K | Buy |
5,070
+400
| +9% | +$49.5K | 0.85% | 41 |
|
|
2016
Q1 | $566K | Buy |
4,670
+320
| +7% | +$38.8K | 0.78% | 42 |
|
|
2015
Q4 | $522K | Buy |
4,350
+1,050
| +32% | +$126K | 0.71% | 46 |
|
|
2015
Q3 | $385K | Buy |
3,300
+400
| +14% | +$46.7K | 0.5% | 66 |
|
|
2015
Q2 | $370K | Buy |
2,900
+1,015
| +54% | +$130K | 0.44% | 64 |
|
|
2015
Q1 | $250K | Buy |
+1,885
| New | +$250K | 0.28% | 88 |
|
|
2013
Q3 | – | Sell |
-3,945
| Closed | -$375K | – | 136 |
|
|
2013
Q2 | $375K | Buy |
+3,945
| New | +$375K | 0.08% | 131 |
|