New Perspectives 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 | $2.5M | Sell |
8,951
-365
| -4% | -$102K | 1.24% | 10 |
|
|
2025
Q1 | $2.41M | Sell |
9,316
-341
| -4% | -$88.2K | 1.29% | 11 |
|
|
2024
Q4 | $2.55M | Sell |
9,657
-28
| -0.3% | -$7.4K | 1.37% | 11 |
|
|
2024
Q3 | $2.56M | Sell |
9,685
-43
| -0.4% | -$11.3K | 1.36% | 11 |
|
|
2024
Q2 | $2.36M | Sell |
9,728
-85
| -0.9% | -$20.6K | 1.26% | 10 |
|
|
2024
Q1 | $2.45M | Buy |
+9,813
| New | +$2.45M | 1.36% | 9 |
|
|
2022
Q4 | $2.23M | Buy |
10,929
+612
| +6% | +$125K | 1.71% | 8 |
|
|
2022
Q3 | $1.94M | Buy |
10,317
+167
| +2% | +$31.4K | 1.67% | 9 |
|
|
2022
Q2 | $2M | Buy |
10,150
+2
| +0% | +$394 | 1.63% | 10 |
|
|
2022
Q1 | $2.41M | Buy |
10,148
+3
| +0% | +$714 | 1.74% | 9 |
|
|
2021
Q4 | $2.59M | Sell |
10,145
-51
| -0.5% | -$13K | 1.83% | 9 |
|
|
2021
Q3 | $2.41M | Buy |
10,196
+2
| +0% | +$474 | 1.78% | 10 |
|
|
2021
Q2 | $2.42M | Buy |
+10,194
| New | +$2.42M | 1.88% | 9 |
|