Oxford 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 | $2.1M | Buy |
7,487
+30
| +0.4% | +$8.4K | 0.12% | 57 |
|
|
2025
Q1 | $1.93M | Buy |
7,457
+4
| +0.1% | +$1.03K | 0.14% | 53 |
|
|
2024
Q4 | $1.97M | Sell |
7,453
-1,623
| -18% | -$429K | 0.13% | 58 |
|
|
2024
Q3 | $2.39M | Sell |
9,076
-91
| -1% | -$24K | 0.15% | 52 |
|
|
2024
Q2 | $2.22M | Buy |
9,167
+3,706
| +68% | +$897K | 0.15% | 58 |
|
|
2024
Q1 | $1.36M | Buy |
5,461
+1,944
| +55% | +$486K | 0.09% | 69 |
|
|
2023
Q4 | $818K | Buy |
3,517
+214
| +6% | +$49.8K | 0.06% | 96 |
|
|
2023
Q3 | $688K | Hold |
3,303
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $727K | Buy |
3,303
+29
| +0.9% | +$6.39K | 0.07% | 98 |
|
|
2023
Q1 | $691K | Hold |
3,274
| – | – | 0.08% | 87 |
|
|
2022
Q4 | $667K | Sell |
3,274
-118
| -3% | -$24.1K | 0.08% | 88 |
|
|
2022
Q3 | $638K | Sell |
3,392
-44
| -1% | -$8.28K | 0.1% | 83 |
|
|
2022
Q2 | $677K | Hold |
3,436
| – | – | 0.1% | 85 |
|
|
2022
Q1 | $817K | Buy |
3,436
+822
| +31% | +$195K | 0.1% | 86 |
|
|
2021
Q4 | $666K | Hold |
2,614
| – | – | 0.07% | 101 |
|
|
2021
Q3 | $619K | Buy |
2,614
+215
| +9% | +$50.9K | 0.08% | 99 |
|
|
2021
Q2 | $569K | Buy |
2,399
+346
| +17% | +$82.1K | 0.08% | 106 |
|
|
2021
Q1 | $454K | Hold |
2,053
| – | – | 0.06% | 116 |
|
|
2020
Q4 | $424K | Hold |
2,053
| – | – | 0.06% | 119 |
|
|
2020
Q3 | $362K | Sell |
2,053
-171
| -8% | -$30.2K | 0.06% | 121 |
|
|
2020
Q2 | $365K | Hold |
2,224
| – | – | 0.06% | 112 |
|
|
2020
Q1 | $293K | Buy |
+2,224
| New | +$293K | 0.06% | 119 |
|