Mogy Joel R Investment Counsel’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 | $1.2M | Hold |
4,305
| – | – | 0.07% | 58 |
|
|
2025
Q1 | $1.11M | Hold |
4,305
| – | – | 0.07% | 61 |
|
|
2024
Q4 | $1.14M | Hold |
4,305
| – | – | 0.07% | 64 |
|
|
2024
Q3 | $1.14M | Hold |
4,305
| – | – | 0.07% | 65 |
|
|
2024
Q2 | $1.04M | Hold |
4,305
| – | – | 0.07% | 66 |
|
|
2024
Q1 | $1.08M | Sell |
4,305
-250
| -5% | -$62.5K | 0.07% | 67 |
|
|
2023
Q4 | $1.06M | Sell |
4,555
-450
| -9% | -$105K | 0.08% | 67 |
|
|
2023
Q3 | $1.04M | Hold |
5,005
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $1.1M | Sell |
5,005
-55
| -1% | -$12.1K | 0.09% | 72 |
|
|
2023
Q1 | $1.07M | Sell |
5,060
-11
| -0.2% | -$2.32K | 0.09% | 75 |
|
|
2022
Q4 | $1.03M | Buy |
5,071
+210
| +4% | +$42.8K | 0.1% | 71 |
|
|
2022
Q3 | $914K | Buy |
4,861
+10
| +0.2% | +$1.88K | 0.1% | 73 |
|
|
2022
Q2 | $956K | Buy |
4,851
+100
| +2% | +$19.7K | 0.09% | 74 |
|
|
2022
Q1 | $1.13M | Hold |
4,751
| – | – | 0.09% | 77 |
|
|
2021
Q4 | $1.21M | Hold |
4,751
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $1.13M | Buy |
4,751
+40
| +0.8% | +$9.47K | 0.09% | 74 |
|
|
2021
Q2 | $1.12M | Sell |
4,711
-14
| -0.3% | -$3.32K | 0.09% | 76 |
|
|
2021
Q1 | $1.05M | Hold |
4,725
| – | – | 0.1% | 76 |
|
|
2020
Q4 | $977K | Hold |
4,725
| – | – | 0.1% | 76 |
|
|
2020
Q3 | $833K | Sell |
4,725
-150
| -3% | -$26.4K | 0.09% | 76 |
|
|
2020
Q2 | $799K | Sell |
4,875
-3,301
| -40% | -$541K | 0.1% | 75 |
|
|
2020
Q1 | $1.08M | Sell |
8,176
-35
| -0.4% | -$4.61K | 0.15% | 70 |
|
|
2019
Q4 | $1.46M | Buy |
8,211
+100
| +1% | +$17.8K | 0.18% | 69 |
|
|
2019
Q3 | $1.36M | Sell |
8,111
-390
| -5% | -$65.3K | 0.17% | 72 |
|
|
2019
Q2 | $1.42M | Sell |
8,501
-40
| -0.5% | -$6.69K | 0.19% | 68 |
|
|
2019
Q1 | $1.37M | Sell |
8,541
-250
| -3% | -$40.2K | 0.19% | 68 |
|
|
2018
Q4 | $1.22M | Sell |
8,791
-60
| -0.7% | -$8.29K | 0.19% | 69 |
|
|
2018
Q3 | $1.45M | Sell |
8,851
-200
| -2% | -$32.8K | 0.2% | 66 |
|
|
2018
Q2 | $1.43M | Sell |
9,051
-150
| -2% | -$23.6K | 0.21% | 66 |
|
|
2018
Q1 | $1.42M | Sell |
9,201
-50
| -0.5% | -$7.71K | 0.22% | 66 |
|
|
2017
Q4 | $1.43M | Hold |
9,251
| – | – | 0.22% | 67 |
|
|
2017
Q3 | $1.36M | Hold |
9,251
| – | – | 0.23% | 68 |
|
|
2017
Q2 | $1.32M | Buy |
9,251
+288
| +3% | +$41K | 0.23% | 68 |
|
|
2017
Q1 | $1.25M | Buy |
8,963
+600
| +7% | +$83.5K | 0.22% | 71 |
|
|
2016
Q4 | $1.1M | Buy |
8,363
+300
| +4% | +$39.5K | 0.2% | 74 |
|
|
2016
Q3 | $1.04M | Sell |
8,063
-300
| -4% | -$38.8K | 0.19% | 74 |
|
|
2016
Q2 | $1.03M | Sell |
8,363
-62
| -0.7% | -$7.67K | 0.19% | 77 |
|
|
2016
Q1 | $1.02M | Buy |
8,425
+7,693
| +1,051% | +$932K | 0.19% | 76 |
|
|
2015
Q4 | $880 | Sell |
732
-6,943
| -90% | -$8.35K | 0.17% | 81 |
|
|
2015
Q3 | $895K | Buy |
7,675
+350
| +5% | +$40.8K | 0.18% | 81 |
|
|
2015
Q2 | $933K | Buy |
7,325
+150
| +2% | +$19.1K | 0.18% | 82 |
|
|
2015
Q1 | $952K | Buy |
7,175
+75
| +1% | +$9.95K | 0.18% | 83 |
|
|
2014
Q4 | $877K | Hold |
7,100
| – | – | 0.17% | 85 |
|
|
2014
Q3 | $833K | Hold |
7,100
| – | – | 0.17% | 86 |
|
|
2014
Q2 | $843K | Hold |
7,100
| – | – | 0.17% | 86 |
|
|
2014
Q1 | $806K | Hold |
7,100
| – | – | 0.17% | 86 |
|
|
2013
Q4 | $781K | Hold |
7,100
| – | – | 0.17% | 85 |
|
|
2013
Q3 | $728K | Sell |
7,100
-200
| -3% | -$20.5K | 0.17% | 87 |
|
|
2013
Q2 | $695K | Buy |
+7,300
| New | +$695K | 0.17% | 84 |
|