Moneywise Inc’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 | $2.56M | Sell |
9,157
-21,294
| -70% | -$5.96M | 1.2% | 20 |
|
|
2025
Q1 | $7.88M | Buy |
30,451
+20,955
| +221% | +$5.42M | 4.17% | 8 |
|
|
2024
Q4 | $2.51M | Sell |
9,496
-443
| -4% | -$117K | 1.26% | 19 |
|
|
2024
Q3 | $2.62M | Sell |
9,939
-247
| -2% | -$65.2K | 1.29% | 20 |
|
|
2024
Q2 | $2.47M | Sell |
10,186
-265
| -3% | -$64.2K | 1.31% | 22 |
|
|
2024
Q1 | $2.61M | Sell |
10,451
-1,565
| -13% | -$391K | 1.42% | 19 |
|
|
2023
Q4 | $2.8M | Sell |
12,016
-1,880
| -14% | -$437K | 1.61% | 13 |
|
|
2023
Q3 | $2.89M | Sell |
13,896
-1,344
| -9% | -$280K | 1.81% | 13 |
|
|
2023
Q2 | $3.36M | Sell |
15,240
-789
| -5% | -$174K | 2.08% | 12 |
|
|
2023
Q1 | $3.38M | Buy |
16,029
+296
| +2% | +$62.4K | 2.19% | 12 |
|
|
2022
Q4 | $3.21M | Sell |
15,733
-338
| -2% | -$68.9K | 2.4% | 9 |
|
|
2022
Q3 | $3.02M | Buy |
16,071
+75
| +0.5% | +$14.1K | 2.47% | 11 |
|
|
2022
Q2 | $3.15M | Buy |
15,996
+349
| +2% | +$68.7K | 2.46% | 12 |
|
|
2022
Q1 | $3.72M | Sell |
15,647
-121
| -0.8% | -$28.8K | 2.45% | 13 |
|
|
2021
Q4 | $4.02M | Sell |
15,768
-2,262
| -13% | -$576K | 2.58% | 11 |
|
|
2021
Q3 | $4.27M | Buy |
18,030
+304
| +2% | +$72K | 2.78% | 10 |
|
|
2021
Q2 | $4.21M | Sell |
17,726
-666
| -4% | -$158K | 2.87% | 11 |
|
|
2021
Q1 | $4.07M | Sell |
18,392
-161
| -0.9% | -$35.6K | 2.75% | 11 |
|
|
2020
Q4 | $3.84M | Buy |
18,553
+402
| +2% | +$83.1K | 2.74% | 11 |
|
|
2020
Q3 | $3.2M | Buy |
18,151
+1,543
| +9% | +$272K | 2.54% | 12 |
|
|
2020
Q2 | $2.72M | Buy |
16,608
+11,736
| +241% | +$1.92M | 2.18% | 15 |
|
|
2020
Q1 | $641K | Buy |
+4,872
| New | +$641K | 0.56% | 26 |
|