O'Rourke & Company’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 | $888K | Sell |
3,173
-137
| -4% | -$38.3K | 0.41% | 60 |
|
|
2025
Q1 | $856K | Sell |
3,310
-22
| -0.7% | -$5.69K | 0.42% | 56 |
|
|
2024
Q4 | $880K | Sell |
3,332
-29
| -0.9% | -$7.66K | 0.43% | 55 |
|
|
2024
Q3 | $887K | Buy |
3,361
+262
| +8% | +$69.1K | 0.44% | 51 |
|
|
2024
Q2 | $750K | Buy |
3,099
+86
| +3% | +$20.8K | 0.42% | 52 |
|
|
2024
Q1 | $753K | Buy |
3,013
+25
| +0.8% | +$6.25K | 0.44% | 56 |
|
|
2023
Q4 | $695K | Buy |
2,988
+65
| +2% | +$15.1K | 0.45% | 52 |
|
|
2023
Q3 | $609K | Buy |
2,923
+1
| +0% | +$208 | 0.44% | 55 |
|
|
2023
Q2 | $643K | Buy |
2,922
+82
| +3% | +$18K | 0.45% | 53 |
|
|
2023
Q1 | $599K | Sell |
2,840
-504
| -15% | -$106K | 0.46% | 54 |
|
|
2022
Q4 | $682K | Buy |
3,344
+2
| +0.1% | +$408 | 0.54% | 50 |
|
|
2022
Q3 | $628K | Sell |
3,342
-199
| -6% | -$37.4K | 0.55% | 47 |
|
|
2022
Q2 | $697K | Sell |
3,541
-329
| -9% | -$64.8K | 0.59% | 44 |
|
|
2022
Q1 | $920K | Buy |
3,870
+75
| +2% | +$17.8K | 0.63% | 41 |
|
|
2021
Q4 | $967K | Buy |
+3,795
| New | +$967K | 0.64% | 38 |
|