MorganRosel 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 | $8.73M | Buy |
31,208
+214
| +0.7% | +$59.9K | 2.38% | 9 |
|
|
2025
Q1 | $8.02M | Buy |
30,994
+2,580
| +9% | +$667K | 2.43% | 12 |
|
|
2024
Q4 | $7.5M | Buy |
28,414
+714
| +3% | +$189K | 2.46% | 11 |
|
|
2024
Q3 | $7.31M | Buy |
27,700
+126
| +0.5% | +$33.2K | 2.41% | 12 |
|
|
2024
Q2 | $6.68M | Buy |
27,574
+1,166
| +4% | +$282K | 2.36% | 13 |
|
|
2024
Q1 | $6.6M | Buy |
26,408
+1,573
| +6% | +$393K | 2.35% | 13 |
|
|
2023
Q4 | $5.78M | Sell |
24,835
-274
| -1% | -$63.7K | 2.23% | 13 |
|
|
2023
Q3 | $5.23M | Buy |
25,109
+525
| +2% | +$109K | 2.18% | 14 |
|
|
2023
Q2 | $5.41M | Buy |
24,584
+565
| +2% | +$124K | 2.21% | 14 |
|
|
2023
Q1 | $5.07M | Buy |
24,019
+9,572
| +66% | +$2.02M | 2.16% | 13 |
|
|
2022
Q4 | $2.94M | Buy |
14,447
+423
| +3% | +$86.2K | 1.36% | 15 |
|
|
2022
Q3 | $2.64M | Sell |
14,024
-4,183
| -23% | -$786K | 1.32% | 14 |
|
|
2022
Q2 | $3.59M | Buy |
18,207
+2,410
| +15% | +$475K | 1.92% | 14 |
|
|
2022
Q1 | $3.76M | Sell |
15,797
-7,578
| -32% | -$1.8M | 1.82% | 13 |
|
|
2021
Q4 | $5.96M | Buy |
23,375
+367
| +2% | +$93.5K | 2.9% | 7 |
|
|
2021
Q3 | $5.45M | Buy |
23,008
+154
| +0.7% | +$36.5K | 2.97% | 6 |
|
|
2021
Q2 | $5.42M | Buy |
22,854
+690
| +3% | +$164K | 3.04% | 8 |
|
|
2021
Q1 | $4.91M | Buy |
22,164
+2,183
| +11% | +$483K | 3.09% | 9 |
|
|
2020
Q4 | $4.13M | Buy |
19,981
+570
| +3% | +$118K | 2.91% | 8 |
|
|
2020
Q3 | $3.42M | Sell |
19,411
-1,090
| -5% | -$192K | 2.75% | 9 |
|
|
2020
Q2 | $3.36M | Sell |
20,501
-3,736
| -15% | -$612K | 3.11% | 8 |
|
|
2020
Q1 | $3.19M | Sell |
24,237
-1,614
| -6% | -$212K | 3.64% | 8 |
|
|
2019
Q4 | $4.61M | Buy |
25,851
+247
| +1% | +$44K | 3.5% | 9 |
|
|
2019
Q3 | $4.29M | Sell |
25,604
-725
| -3% | -$122K | 3.52% | 9 |
|
|
2019
Q2 | $4.4M | Buy |
26,329
+71
| +0.3% | +$11.9K | 3.63% | 7 |
|
|
2019
Q1 | $4.22M | Buy |
26,258
+12,034
| +85% | +$1.93M | 3.58% | 8 |
|
|
2018
Q4 | $1.97M | Buy |
+14,224
| New | +$1.97M | 2.03% | 12 |
|