Orser Capital Management’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 | $213K | Buy |
+760
| New | +$213K | 0.15% | 46 |
|
|
2022
Q3 | – | Sell |
-1,035
| Closed | -$204K | – | 45 |
|
|
2022
Q2 | $204K | Sell |
1,035
-85
| -8% | -$16.8K | 0.26% | 48 |
|
|
2022
Q1 | $266K | Sell |
1,120
-90
| -7% | -$21.4K | 0.16% | 76 |
|
|
2021
Q4 | $308K | Buy |
1,210
+260
| +27% | +$66.2K | 0.16% | 80 |
|
|
2021
Q3 | $225K | Hold |
950
| – | – | 0.12% | 84 |
|
|
2021
Q2 | $225K | Buy |
+950
| New | +$225K | 0.12% | 92 |
|
|
2020
Q1 | – | Sell |
-1,525
| Closed | -$271K | – | 80 |
|
|
2019
Q4 | $271K | Buy |
1,525
+180
| +13% | +$32K | 0.26% | 71 |
|
|
2019
Q3 | $226K | Hold |
1,345
| – | – | 0.26% | 65 |
|
|
2019
Q2 | $247K | Sell |
1,345
-130
| -9% | -$23.9K | 0.25% | 61 |
|
|
2019
Q1 | $237K | Sell |
1,475
-220
| -13% | -$35.3K | 0.26% | 63 |
|
|
2018
Q4 | $261K | Hold |
1,695
| – | – | 0.3% | 62 |
|
|
2018
Q3 | $261K | Buy |
+1,695
| New | +$261K | 0.25% | 73 |
|
|
2018
Q1 | – | Sell |
-2,955
| Closed | -$474K | – | 111 |
|
|
2017
Q4 | $474K | Buy |
+2,955
| New | +$474K | 0.42% | 76 |
|