Pacific Sun Financial’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 | $592K | Sell |
2,116
-84
| -4% | -$23.5K | 0.31% | 95 |
|
|
2025
Q1 | $569K | Buy |
2,200
+136
| +7% | +$35.2K | 0.32% | 92 |
|
|
2024
Q4 | $545K | Buy |
2,064
+91
| +5% | +$24K | 0.3% | 103 |
|
|
2024
Q3 | $521K | Sell |
1,973
-110
| -5% | -$29K | 0.29% | 105 |
|
|
2024
Q2 | $504K | Buy |
2,083
+18
| +0.9% | +$4.36K | 0.3% | 104 |
|
|
2024
Q1 | $516K | Sell |
2,065
-183
| -8% | -$45.7K | 0.3% | 105 |
|
|
2023
Q4 | $523K | Sell |
2,248
-1
| -0% | -$233 | 0.33% | 95 |
|
|
2023
Q3 | $468K | Buy |
2,249
+55
| +3% | +$11.5K | 0.32% | 97 |
|
|
2023
Q2 | $463K | Buy |
+2,194
| New | +$463K | 0.31% | 101 |
|
|
2022
Q4 | $442K | Sell |
2,169
-10
| -0.5% | -$2.04K | 0.31% | 102 |
|
|
2022
Q3 | $410K | Buy |
2,179
+16
| +0.7% | +$3.01K | 0.29% | 110 |
|
|
2022
Q2 | $426K | Buy |
2,163
+190
| +10% | +$37.4K | 0.28% | 111 |
|
|
2022
Q1 | $469K | Buy |
1,973
+442
| +29% | +$105K | 0.26% | 113 |
|
|
2021
Q4 | $390K | Buy |
1,531
+250
| +20% | +$63.7K | 0.21% | 124 |
|
|
2021
Q3 | $303K | Buy |
+1,281
| New | +$303K | 0.17% | 137 |
|
|
2020
Q3 | $365K | Sell |
2,072
-2
| -0.1% | -$352 | 0.3% | 100 |
|
|
2020
Q2 | $340K | Sell |
2,074
-5
| -0.2% | -$820 | 0.31% | 101 |
|
|
2020
Q1 | $274K | Buy |
2,079
+354
| +21% | +$46.7K | 0.31% | 104 |
|
|
2019
Q4 | $307K | Buy |
1,725
+3
| +0.2% | +$534 | 0.27% | 108 |
|
|
2019
Q3 | $289K | Buy |
1,722
+283
| +20% | +$47.5K | 0.27% | 107 |
|
|
2019
Q2 | $241K | Buy |
+1,439
| New | +$241K | 0.23% | 116 |
|
|
2018
Q2 | $231K | Buy |
1,414
+94
| +7% | +$15.4K | 0.24% | 114 |
|
|
2018
Q1 | $204K | Buy |
+1,320
| New | +$204K | 0.27% | 106 |
|