OLIO Financial Planning’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 | $1.25M | Sell |
4,484
-827
| -16% | -$231K | 0.4% | 19 |
|
|
2025
Q1 | $1.37M | Buy |
5,311
+32
| +0.6% | +$8.28K | 0.47% | 19 |
|
|
2024
Q4 | $1.39M | Buy |
5,279
+234
| +5% | +$61.8K | 0.49% | 23 |
|
|
2024
Q3 | $1.18M | Hold |
5,045
| – | – | 0.5% | 24 |
|
|
2024
Q2 | $1.18M | Hold |
5,045
| – | – | 0.5% | 24 |
|
|
2024
Q1 | $1.18M | Hold |
5,045
| – | – | 0.5% | 24 |
|
|
2023
Q4 | $1.18M | Buy |
5,045
+445
| +10% | +$104K | 0.49% | 24 |
|
|
2023
Q3 | $958K | Buy |
4,600
+29
| +0.6% | +$6.04K | 0.45% | 26 |
|
|
2023
Q2 | $1.01M | Buy |
4,571
+926
| +25% | +$204K | 0.48% | 25 |
|
|
2023
Q1 | $769K | Sell |
3,645
-21
| -0.6% | -$4.43K | 0.4% | 24 |
|
|
2022
Q4 | $747K | Sell |
3,666
-97
| -3% | -$19.8K | 0.41% | 25 |
|
|
2022
Q3 | $707K | Sell |
3,763
-20
| -0.5% | -$3.76K | 0.42% | 25 |
|
|
2022
Q2 | $745K | Buy |
3,783
+709
| +23% | +$140K | 0.42% | 25 |
|
|
2022
Q1 | $731K | Buy |
3,074
+330
| +12% | +$78.5K | 0.42% | 27 |
|
|
2021
Q4 | $699K | Buy |
+2,744
| New | +$699K | 0.42% | 23 |
|