Oak Harbor Wealth Partners’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 | $14.6M | Sell |
52,318
-247
| -0.5% | -$69.1K | 3.96% | 3 |
|
|
2025
Q1 | $13.6M | Buy |
52,565
+1,701
| +3% | +$440K | 3.89% | 3 |
|
|
2024
Q4 | $13.4M | Buy |
50,864
+701
| +1% | +$185K | 3.9% | 4 |
|
|
2024
Q3 | $13.2M | Buy |
50,163
+3,118
| +7% | +$823K | 3.77% | 4 |
|
|
2024
Q2 | $11.4M | Buy |
47,045
+549
| +1% | +$133K | 3.58% | 3 |
|
|
2024
Q1 | $11.6M | Buy |
46,496
+13,530
| +41% | +$3.38M | 3.62% | 2 |
|
|
2023
Q4 | $7.67M | Buy |
32,966
+32,885
| +40,599% | +$7.65M | 2.57% | 7 |
|
|
2023
Q3 | $16.9K | Hold |
81
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $17.8K | Hold |
81
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $17.1K | Hold |
81
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $16.5K | Hold |
81
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $15K | Hold |
81
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $16K | Hold |
81
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $19K | Hold |
81
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $21K | Buy |
+81
| New | +$21K | 0.01% | 213 |
|