Money Concepts Capital’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 | $324K | Buy |
1,157
+53
| +5% | +$14.8K | 0.02% | 363 |
|
|
2025
Q1 | $286K | Buy |
1,104
+138
| +14% | +$35.7K | 0.02% | 362 |
|
|
2024
Q4 | $255K | Buy |
966
+85
| +10% | +$22.4K | 0.02% | 367 |
|
|
2024
Q3 | $232K | Sell |
881
-123
| -12% | -$32.5K | 0.02% | 378 |
|
|
2024
Q2 | $243K | Hold |
1,004
| – | – | 0.02% | 350 |
|
|
2024
Q1 | $251K | Buy |
1,004
+59
| +6% | +$14.7K | 0.02% | 354 |
|
|
2023
Q4 | $220K | Buy |
+945
| New | +$220K | 0.02% | 360 |
|
|
2023
Q2 | – | Sell |
-43,369
| Closed | -$329K | – | 492 |
|
|
2023
Q1 | $329K | Buy |
43,369
+39,091
| +914% | +$296K | 0.02% | 346 |
|
|
2022
Q4 | $872K | Buy |
+4,278
| New | +$872K | 0.04% | 322 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$13K | – | 1675 |
|
|
2022
Q2 | $13K | Sell |
63
-4,106
| -98% | -$847K | ﹤0.01% | 985 |
|
|
2022
Q1 | $992K | Buy |
4,169
+4,119
| +8,238% | +$980K | 0.06% | 299 |
|
|
2021
Q4 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 669 |
|
|
2021
Q1 | $324K | Buy |
+1,466
| New | +$324K | 0.03% | 393 |
|