Orcam 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 | $555K | Hold |
1,982
| – | – | 0.48% | 30 |
|
|
2025
Q1 | $513K | Buy |
1,982
+6
| +0.3% | +$1.55K | 0.48% | 29 |
|
|
2024
Q4 | $522K | Buy |
1,976
+106
| +6% | +$28K | 0.5% | 30 |
|
|
2024
Q3 | $493K | Buy |
1,870
+9
| +0.5% | +$2.38K | 0.48% | 30 |
|
|
2024
Q2 | $451K | Hold |
1,861
| – | – | 0.48% | 29 |
|
|
2024
Q1 | $465K | Buy |
1,861
+4
| +0.2% | +$1K | 0.51% | 28 |
|
|
2023
Q4 | $432K | Buy |
1,857
+6
| +0.3% | +$1.4K | 0.53% | 25 |
|
|
2023
Q3 | $385K | Buy |
1,851
+4
| +0.2% | +$833 | 0.52% | 25 |
|
|
2023
Q2 | $407K | Sell |
1,847
-98
| -5% | -$21.6K | 0.56% | 24 |
|
|
2023
Q1 | $410K | Buy |
+1,945
| New | +$410K | 0.57% | 24 |
|
|
2022
Q1 | – | Sell |
-815
| Closed | -$208K | – | 38 |
|
|
2021
Q4 | $208K | Buy |
+815
| New | +$208K | 0.28% | 34 |
|