OGF
Orin Green Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
18,230
-159
| -0.9% | -$44.5K | 2.16% | 13 |
|
|
2025
Q1 | $4.41M | Buy |
+18,389
| New | +$4.41M | 2.08% | 14 |
|
|
2024
Q4 | – | Sell |
-17,489
| Closed | -$4.61M | – | 14 |
|
|
2024
Q3 | $4.61M | Buy |
17,489
+14
| +0.1% | +$3.69K | 1.99% | 15 |
|
|
2024
Q2 | $4.23M | Buy |
+17,475
| New | +$4.23M | 1.95% | 13 |
|
|
2024
Q1 | – | Sell |
-17,761
| Closed | -$4.13M | – | 13 |
|
|
2023
Q4 | $4.13M | Sell |
17,761
-338
| -2% | -$78.6K | 2.04% | 14 |
|
|
2023
Q3 | $3.77M | Sell |
18,099
-726
| -4% | -$151K | 2.09% | 13 |
|
|
2023
Q2 | $4.14M | Sell |
18,825
-72
| -0.4% | -$15.9K | 2.17% | 13 |
|
|
2023
Q1 | $3.99M | Sell |
18,897
-476
| -2% | -$100K | 2.16% | 14 |
|
|
2022
Q4 | $3.95M | Sell |
19,373
-845
| -4% | -$172K | 2.32% | 13 |
|
|
2022
Q3 | $3.8M | Buy |
20,218
+287
| +1% | +$54K | 2.47% | 12 |
|
|
2022
Q2 | $3.98M | Buy |
19,931
+2,769
| +16% | +$553K | 2.49% | 13 |
|
|
2022
Q1 | $4.08M | Hold |
17,162
| – | – | 2.67% | 12 |
|
|
2021
Q4 | $4.1M | Sell |
17,162
-56
| -0.3% | -$13.4K | 2.97% | 11 |
|
|
2021
Q3 | $4.08M | Buy |
17,218
+247
| +1% | +$58.5K | 2.85% | 11 |
|
|
2021
Q2 | $4.03M | Buy |
16,971
+327
| +2% | +$77.6K | 2.85% | 11 |
|
|
2021
Q1 | $3.68M | Sell |
16,644
-156
| -0.9% | -$34.5K | 3% | 12 |
|
|
2020
Q4 | $3.47M | Buy |
+16,800
| New | +$3.47M | 2.76% | 12 |
|