NewEdge Wealth’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 | $43.8M | Buy |
154,074
+10,080
| +7% | +$2.87M | 0.69% | 33 |
|
|
2025
Q1 | $37.2M | Sell |
143,994
-18,606
| -11% | -$4.81M | 0.67% | 33 |
|
|
2024
Q4 | $42.9M | Sell |
162,600
-4,359
| -3% | -$1.15M | 0.74% | 29 |
|
|
2024
Q3 | $44M | Buy |
166,959
+8,187
| +5% | +$2.16M | 0.79% | 27 |
|
|
2024
Q2 | $38.4M | Sell |
158,772
-3,104
| -2% | -$751K | 0.83% | 27 |
|
|
2024
Q1 | $38.8M | Buy |
161,876
+1,008
| +0.6% | +$242K | 0.87% | 24 |
|
|
2023
Q4 | $37.4M | Buy |
160,868
+28,577
| +22% | +$6.65M | 0.96% | 21 |
|
|
2023
Q3 | $27.5M | Buy |
132,291
+957
| +0.7% | +$199K | 0.87% | 26 |
|
|
2023
Q2 | $28.9M | Buy |
131,334
+3,450
| +3% | +$760K | 0.97% | 16 |
|
|
2023
Q1 | $27M | Buy |
127,884
+15,695
| +14% | +$3.31M | 1.02% | 15 |
|
|
2022
Q4 | $22.9M | Sell |
112,189
-2,912
| -3% | -$593K | 0.98% | 20 |
|
|
2022
Q3 | $21.6M | Buy |
115,101
+2,835
| +3% | +$533K | 1.02% | 20 |
|
|
2022
Q2 | $22.1M | Buy |
112,266
+43,937
| +64% | +$8.65M | 1% | 20 |
|
|
2022
Q1 | $16.3M | Buy |
68,329
+9,601
| +16% | +$2.28M | 0.72% | 29 |
|
|
2021
Q4 | $15M | Buy |
+58,728
| New | +$15M | 0.63% | 34 |
|