Newman Dignan & Sheerar 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 | $4.35M | Sell |
15,538
-548
| -3% | -$153K | 1% | 23 |
|
|
2025
Q1 | $4.16M | Buy |
16,086
+2,967
| +23% | +$767K | 1.14% | 23 |
|
|
2024
Q4 | $3.47M | Buy |
13,119
+263
| +2% | +$69.5K | 0.89% | 27 |
|
|
2024
Q3 | $3.43M | Buy |
12,856
+2,656
| +26% | +$708K | 0.82% | 29 |
|
|
2024
Q2 | $2.47M | Buy |
10,200
+1,292
| +15% | +$313K | 0.64% | 43 |
|
|
2024
Q1 | $2.23M | Buy |
8,908
+1,117
| +14% | +$279K | 0.6% | 47 |
|
|
2023
Q4 | $1.81M | Buy |
7,791
+471
| +6% | +$110K | 0.55% | 50 |
|
|
2023
Q3 | $1.52M | Buy |
7,320
+888
| +14% | +$185K | 0.5% | 54 |
|
|
2023
Q2 | $1.42M | Sell |
6,432
-61
| -0.9% | -$13.4K | 0.44% | 62 |
|
|
2023
Q1 | $1.37M | Buy |
6,493
+239
| +4% | +$50.4K | 0.44% | 65 |
|
|
2022
Q4 | $1.27M | Buy |
6,254
+683
| +12% | +$139K | 0.42% | 68 |
|
|
2022
Q3 | $1.05K | Buy |
5,571
+248
| +5% | +$47 | 0.16% | 75 |
|
|
2022
Q2 | $1.05M | Buy |
5,323
+1,054
| +25% | +$208K | 0.36% | 78 |
|
|
2022
Q1 | $1.02K | Buy |
4,269
+490
| +13% | +$117 | 0.19% | 78 |
|
|
2021
Q4 | $963K | Buy |
3,779
+237
| +7% | +$60.4K | 0.29% | 85 |
|
|
2021
Q3 | $839K | Buy |
3,542
+63
| +2% | +$14.9K | 0.24% | 84 |
|
|
2021
Q2 | $826K | Buy |
3,479
+206
| +6% | +$48.9K | 0.28% | 83 |
|
|
2021
Q1 | $724K | Buy |
3,273
+185
| +6% | +$40.9K | 0.26% | 85 |
|
|
2020
Q4 | $639 | Buy |
3,088
+467
| +18% | +$97 | 0.1% | 88 |
|
|
2020
Q3 | $462K | Buy |
+2,621
| New | +$462K | 0.19% | 99 |
|
|
2019
Q3 | – | Sell |
-2,144
| Closed | -$358 | – | 169 |
|
|
2019
Q2 | $358 | Buy |
+2,144
| New | +$358 | 0.01% | 119 |
|
|
2018
Q2 | – | Sell |
-2,104
| Closed | -$324K | – | 161 |
|
|
2018
Q1 | $324K | Hold |
2,104
| – | – | 0.16% | 124 |
|
|
2017
Q4 | $326K | Buy |
+2,104
| New | +$326K | 0.16% | 129 |
|