Omega Financial Group’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 | $1.21M | Hold |
4,322
| – | – | 0.43% | 43 |
|
|
2025
Q1 | $1.12M | Buy |
4,322
+8
| +0.2% | +$2.07K | 0.43% | 44 |
|
|
2024
Q4 | $1.14M | Buy |
4,314
+7
| +0.2% | +$1.85K | 0.43% | 43 |
|
|
2024
Q3 | $1.14M | Buy |
4,307
+12
| +0.3% | +$3.17K | 0.43% | 43 |
|
|
2024
Q2 | $1.04M | Hold |
4,295
| – | – | 0.42% | 46 |
|
|
2024
Q1 | $1.07M | Sell |
4,295
-1,022
| -19% | -$255K | 0.44% | 45 |
|
|
2023
Q4 | $1.24M | Buy |
5,317
+9
| +0.2% | +$2.09K | 0.53% | 44 |
|
|
2023
Q3 | $1.11M | Hold |
5,308
| – | – | 0.54% | 44 |
|
|
2023
Q2 | $1.17M | Buy |
5,308
+106
| +2% | +$23.3K | 0.54% | 43 |
|
|
2023
Q1 | $1.1M | Buy |
5,202
+1,733
| +50% | +$366K | 0.51% | 45 |
|
|
2022
Q4 | $707K | Buy |
3,469
+1,133
| +49% | +$231K | 0.36% | 57 |
|
|
2022
Q3 | $439K | Buy |
2,336
+7
| +0.3% | +$1.32K | 0.23% | 61 |
|
|
2022
Q2 | $459K | Buy |
2,329
+5
| +0.2% | +$985 | 0.22% | 62 |
|
|
2022
Q1 | $553K | Buy |
2,324
+5
| +0.2% | +$1.19K | 0.24% | 52 |
|
|
2021
Q4 | $591K | Buy |
2,319
+6
| +0.3% | +$1.53K | 0.26% | 46 |
|
|
2021
Q3 | $548K | Buy |
2,313
+4
| +0.2% | +$948 | 0.26% | 45 |
|
|
2021
Q2 | $548K | Buy |
2,309
+5
| +0.2% | +$1.19K | 0.26% | 45 |
|
|
2021
Q1 | $510K | Sell |
2,304
-3
| -0.1% | -$664 | 0.26% | 47 |
|
|
2020
Q4 | $477K | Buy |
2,307
+13
| +0.6% | +$2.69K | 0.26% | 47 |
|
|
2020
Q3 | $404K | Buy |
2,294
+7
| +0.3% | +$1.23K | 0.25% | 47 |
|
|
2020
Q2 | $375K | Hold |
2,287
| – | – | 0.24% | 48 |
|
|
2020
Q1 | $301K | Buy |
2,287
+13
| +0.6% | +$1.71K | 0.23% | 46 |
|
|
2019
Q4 | $405K | Buy |
2,274
+12
| +0.5% | +$2.14K | 0.27% | 52 |
|
|
2019
Q3 | $379K | Buy |
2,262
+11
| +0.5% | +$1.84K | 0.27% | 52 |
|
|
2019
Q2 | $376K | Buy |
2,251
+5
| +0.2% | +$835 | 0.28% | 52 |
|
|
2019
Q1 | $361K | Hold |
2,246
| – | – | 0.27% | 54 |
|
|
2018
Q4 | $310K | Buy |
+2,246
| New | +$310K | 0.27% | 52 |
|