Parcion Private Wealth’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 | $296K | Hold |
1,059
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $274K | Buy |
+1,059
| New | +$274K | 0.02% | 232 |
|
|
2022
Q4 | – | Sell |
-23,741
| Closed | -$4.46M | – | 222 |
|
|
2022
Q3 | $4.46M | Buy |
23,741
+950
| +4% | +$179K | 0.5% | 50 |
|
|
2022
Q2 | $4.71M | Buy |
22,791
+14,384
| +171% | +$2.97M | 0.46% | 52 |
|
|
2022
Q1 | $2M | Sell |
8,407
-3,100
| -27% | -$737K | 0.19% | 86 |
|
|
2021
Q4 | $2.81M | Sell |
11,507
-11,933
| -51% | -$2.91M | 0.25% | 76 |
|
|
2021
Q3 | $5.8M | Buy |
23,440
+2,649
| +13% | +$656K | 0.51% | 52 |
|
|
2021
Q2 | $4.94M | Buy |
20,791
+2,705
| +15% | +$642K | 0.49% | 57 |
|
|
2021
Q1 | $4M | Buy |
18,086
+12,592
| +229% | +$2.79M | 0.45% | 62 |
|
|
2020
Q4 | $1.14M | Sell |
5,494
-9,381
| -63% | -$1.94M | 0.15% | 96 |
|
|
2020
Q3 | $2.65M | Buy |
14,875
+8,342
| +128% | +$1.49M | 0.41% | 59 |
|
|
2020
Q2 | $1.09M | Sell |
6,533
-1,553
| -19% | -$259K | 0.18% | 83 |
|
|
2020
Q1 | $1.07M | Buy |
8,086
+5,998
| +287% | +$790K | 0.29% | 65 |
|
|
2019
Q4 | $372K | Buy |
+2,088
| New | +$372K | 0.08% | 140 |
|