MYCIO Wealth Partners’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 | $200K | Buy |
716
+209
| +41% | +$58.5K | 0.05% | 43 |
|
|
2025
Q1 | $131K | Hold |
507
| – | – | 0.03% | 47 |
|
|
2024
Q4 | $134K | Hold |
507
| – | – | 0.03% | 46 |
|
|
2024
Q3 | $134K | Hold |
507
| – | – | 0.03% | 43 |
|
|
2024
Q2 | $123K | Hold |
507
| – | – | 0.03% | 43 |
|
|
2024
Q1 | $127K | Hold |
507
| – | – | 0.03% | 44 |
|
|
2023
Q4 | $118K | Hold |
507
| – | – | 0.03% | 43 |
|
|
2023
Q3 | $106K | Hold |
507
| – | – | 0.03% | 43 |
|
|
2023
Q2 | $112K | Hold |
507
| – | – | 0.04% | 41 |
|
|
2023
Q1 | $107K | Hold |
507
| – | – | 0.04% | 42 |
|
|
2022
Q4 | $103K | Hold |
507
| – | – | 0.03% | 48 |
|
|
2022
Q3 | $95K | Hold |
507
| – | – | 0.04% | 40 |
|
|
2022
Q2 | $100K | Hold |
507
| – | – | 0.04% | 38 |
|
|
2022
Q1 | $121K | Hold |
507
| – | – | 0.04% | 44 |
|
|
2021
Q4 | $129K | Buy |
+507
| New | +$129K | 0.04% | 41 |
|
|
2021
Q3 | – | Sell |
-507
| Closed | -$120K | – | 45 |
|
|
2021
Q2 | $120K | Hold |
507
| – | – | 0.05% | 39 |
|
|
2021
Q1 | $112K | Hold |
507
| – | – | 0.05% | 38 |
|
|
2020
Q4 | $105K | Hold |
507
| – | – | 0.06% | 32 |
|
|
2020
Q3 | $89K | Hold |
507
| – | – | 0.06% | 28 |
|
|
2020
Q2 | $83K | Buy |
+507
| New | +$83K | 0.06% | 29 |
|
|
2020
Q1 | – | Sell |
-36,837
| Closed | -$6.56M | – | 382 |
|
|
2019
Q4 | $6.56M | Buy |
36,837
+93
| +0.3% | +$16.6K | 0.43% | 31 |
|
|
2019
Q3 | $6.16M | Buy |
36,744
+363
| +1% | +$60.8K | 0.46% | 30 |
|
|
2019
Q2 | $6.08M | Buy |
36,381
+1,247
| +4% | +$208K | 0.48% | 30 |
|
|
2019
Q1 | $5.65M | Buy |
35,134
+138
| +0.4% | +$22.2K | 0.47% | 30 |
|
|
2018
Q4 | $4.84M | Buy |
34,996
+31,025
| +781% | +$4.29M | 0.45% | 35 |
|
|
2018
Q3 | $652K | Sell |
3,971
-150
| -4% | -$24.6K | 0.06% | 129 |
|
|
2018
Q2 | $650K | Sell |
4,121
-476
| -10% | -$75.1K | 0.07% | 131 |
|
|
2018
Q1 | $709K | Sell |
4,597
-350
| -7% | -$54K | 0.08% | 99 |
|
|
2017
Q4 | $766K | Buy |
4,947
+25
| +0.5% | +$3.87K | 0.08% | 100 |
|
|
2017
Q3 | $724K | Sell |
4,922
-179
| -4% | -$26.3K | 0.08% | 105 |
|
|
2017
Q2 | $727K | Sell |
5,101
-1,027
| -17% | -$146K | 0.09% | 102 |
|
|
2017
Q1 | $853K | Hold |
6,128
| – | – | 0.1% | 94 |
|
|
2016
Q4 | $807K | Buy |
6,128
+2,880
| +89% | +$379K | 0.11% | 85 |
|
|
2016
Q3 | $420K | Buy |
3,248
+580
| +22% | +$75K | 0.07% | 111 |
|
|
2016
Q2 | $330K | Buy |
2,668
+10
| +0.4% | +$1.24K | 0.06% | 124 |
|
|
2016
Q1 | $322K | Buy |
2,658
+6
| +0.2% | +$727 | 0.06% | 127 |
|
|
2015
Q4 | $319K | Sell |
2,652
-35
| -1% | -$4.21K | 0.06% | 114 |
|
|
2015
Q3 | $314K | Buy |
2,687
+130
| +5% | +$15.2K | 0.06% | 107 |
|
|
2015
Q2 | $326K | Hold |
2,557
| – | – | 0.06% | 110 |
|
|
2015
Q1 | $339K | Hold |
2,557
| – | – | 0.07% | 104 |
|
|
2014
Q4 | $316K | Buy |
2,557
+32
| +1% | +$3.96K | 0.07% | 105 |
|
|
2014
Q3 | $296K | Hold |
2,525
| – | – | 0.07% | 107 |
|
|
2014
Q2 | $300K | Buy |
+2,525
| New | +$300K | 0.07% | 110 |
|