Pathstone Holdings’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 | $167M | Buy |
624,581
+23,603
| +4% | +$6.3M | 0.66% | 26 |
|
|
2025
Q1 | $155M | Buy |
600,978
+28,053
| +5% | +$7.25M | 0.67% | 24 |
|
|
2024
Q4 | $151M | Sell |
572,925
-25,236
| -4% | -$6.67M | 0.67% | 25 |
|
|
2024
Q3 | $158M | Buy |
598,161
+3,421
| +0.6% | +$902K | 0.7% | 22 |
|
|
2024
Q2 | $144M | Buy |
594,740
+8,076
| +1% | +$1.96M | 0.65% | 24 |
|
|
2024
Q1 | $147M | Buy |
586,664
+13,340
| +2% | +$3.33M | 0.68% | 23 |
|
|
2023
Q4 | $133M | Buy |
+573,324
| New | +$133M | 0.71% | 22 |
|