North Star Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $667K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $206K | Hold |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $180K | Hold |
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|
2022
Q3 | $166K | Hold |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $183K | Buy |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $240K | Buy |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $230K | Hold |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $160K | Buy |
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|
2017
Q4 | $161K | Buy |
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|
2017
Q3 | $152K | Hold |
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|
2017
Q2 | $147K | Buy |
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|
2017
Q1 | $143K | Hold |
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|
2016
Q4 | $135K | Buy |
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|
2016
Q3 | $133K | Buy |
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|
2016
Q2 | $127K | Buy |
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|
2016
Q1 | $124K | Buy |
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|
2015
Q4 | $123K | Buy |
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|
2015
Q3 | $119K | Buy |
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|
2015
Q2 | $129K | Buy |
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|
2015
Q1 | $63K | Hold |
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|
2014
Q4 | $59K | Hold |
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|
2014
Q3 | $56K | Hold |
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|
2014
Q2 | $56K | Hold |
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|
2014
Q1 | $54K | Buy |
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