MY 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 | $4.12M | Sell |
14,719
-597
| -4% | -$167K | 3.95% | 11 |
|
|
2025
Q1 | $3.96M | Sell |
15,316
-210
| -1% | -$54.3K | 3.83% | 11 |
|
|
2024
Q4 | $4.1M | Sell |
15,526
-77
| -0.5% | -$20.3K | 4.1% | 12 |
|
|
2024
Q3 | $4.12M | Buy |
15,603
+298
| +2% | +$78.6K | 4.18% | 10 |
|
|
2024
Q2 | $3.71M | Buy |
15,305
+172
| +1% | +$41.6K | 4.22% | 10 |
|
|
2024
Q1 | $3.78M | Sell |
15,133
-7,038
| -32% | -$1.76M | 4.17% | 12 |
|
|
2023
Q4 | $5.16M | Buy |
22,171
+827
| +4% | +$192K | 4.85% | 7 |
|
|
2023
Q3 | $4.44M | Sell |
21,344
-702
| -3% | -$146K | 4.42% | 11 |
|
|
2023
Q2 | $4.85M | Buy |
22,046
+1,147
| +5% | +$253K | 4.43% | 10 |
|
|
2023
Q1 | $4.41M | Sell |
20,899
-425
| -2% | -$89.6K | 4.41% | 9 |
|
|
2022
Q4 | $4.35M | Sell |
21,324
-580
| -3% | -$118K | 6.62% | 5 |
|
|
2022
Q3 | $4.12M | Sell |
21,904
-4,533
| -17% | -$852K | 4.42% | 8 |
|
|
2022
Q2 | $5.21M | Buy |
26,437
+74
| +0.3% | +$14.6K | 5.62% | 7 |
|
|
2022
Q1 | $6.27M | Buy |
26,363
+13,104
| +99% | +$3.12M | 5.81% | 4 |
|
|
2021
Q4 | $3.38M | Buy |
+13,259
| New | +$3.38M | 2.97% | 14 |
|