Next Capital 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
Q1 | – | Sell |
-1,763
| Closed | -$466K | – | 148 |
|
|
2024
Q4 | $466K | Buy |
+1,763
| New | +$466K | 0.19% | 83 |
|
|
2020
Q2 | – | Sell |
-928
| Closed | -$122K | – | 108 |
|
|
2020
Q1 | $122K | Buy |
+928
| New | +$122K | 0.1% | 90 |
|
|
2019
Q4 | – | Sell |
-918
| Closed | -$154K | – | 214 |
|
|
2019
Q3 | $154K | Sell |
918
-291
| -24% | -$48.8K | 0.1% | 86 |
|
|
2019
Q2 | $202K | Buy |
+1,209
| New | +$202K | 0.14% | 84 |
|