Moser Wealth Advisors’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 | $639K | Hold |
2,285
| – | – | 0.31% | 57 |
|
|
2025
Q1 | $591K | Buy |
2,285
+135
| +6% | +$34.9K | 0.31% | 57 |
|
|
2024
Q4 | $568K | Sell |
2,150
-130
| -6% | -$34.3K | 0.3% | 56 |
|
|
2024
Q3 | $602K | Sell |
2,280
-35
| -2% | -$9.23K | 0.31% | 54 |
|
|
2024
Q2 | $560K | Hold |
2,315
| – | – | 0.3% | 55 |
|
|
2024
Q1 | $578K | Hold |
2,315
| – | – | 0.32% | 57 |
|
|
2023
Q4 | $539K | Hold |
2,315
| – | – | 0.34% | 53 |
|
|
2023
Q3 | $482K | Sell |
2,315
-35
| -1% | -$7.29K | 0.34% | 53 |
|
|
2023
Q2 | $517K | Buy |
+2,350
| New | +$517K | 0.35% | 53 |
|
|
2022
Q4 | $479K | Hold |
2,350
| – | – | 0.36% | 51 |
|
|
2022
Q3 | $442K | Hold |
2,350
| – | – | 0.35% | 53 |
|
|
2022
Q2 | $463K | Hold |
2,350
| – | – | 0.34% | 55 |
|
|
2022
Q1 | $559K | Hold |
2,350
| – | – | 0.35% | 53 |
|
|
2021
Q4 | $599K | Hold |
2,350
| – | – | 0.36% | 50 |
|
|
2021
Q3 | $556K | Hold |
2,350
| – | – | 0.36% | 51 |
|
|
2021
Q2 | $558K | Hold |
2,350
| – | – | 0.36% | 51 |
|
|
2021
Q1 | $520K | Hold |
2,350
| – | – | 0.37% | 50 |
|
|
2020
Q4 | $486K | Hold |
2,350
| – | – | 0.36% | 49 |
|
|
2020
Q3 | $414K | Hold |
2,350
| – | – | 0.33% | 48 |
|
|
2020
Q2 | $385K | Hold |
2,350
| – | – | 0.37% | 43 |
|
|
2020
Q1 | $309K | Hold |
2,350
| – | – | 0.36% | 42 |
|
|
2019
Q4 | $419K | Buy |
+2,350
| New | +$419K | 0.4% | 44 |
|