Paulson Wealth 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 | $606K | Buy |
2,165
+18
| +0.8% | +$5.04K | 0.16% | 71 |
|
|
2025
Q1 | $555K | Sell |
2,147
-128
| -6% | -$33.1K | 0.16% | 65 |
|
|
2024
Q4 | $601K | Sell |
2,275
-137
| -6% | -$36.2K | 0.16% | 62 |
|
|
2024
Q3 | $636K | Sell |
2,412
-182
| -7% | -$48K | 0.17% | 62 |
|
|
2024
Q2 | $628K | Buy |
2,594
+19
| +0.7% | +$4.6K | 0.18% | 64 |
|
|
2024
Q1 | $643K | Sell |
2,575
-126
| -5% | -$31.5K | 0.19% | 64 |
|
|
2023
Q4 | $628K | Sell |
2,701
-212
| -7% | -$49.3K | 0.2% | 57 |
|
|
2023
Q3 | $607K | Sell |
2,913
-41
| -1% | -$8.54K | 0.21% | 58 |
|
|
2023
Q2 | $650K | Sell |
2,954
-18
| -0.6% | -$3.96K | 0.22% | 53 |
|
|
2023
Q1 | $627K | Buy |
2,972
+205
| +7% | +$43.2K | 0.28% | 34 |
|
|
2022
Q4 | $564K | Buy |
2,767
+20
| +0.7% | +$4.08K | 0.28% | 36 |
|
|
2022
Q3 | $516K | Sell |
2,747
-358
| -12% | -$67.2K | 0.28% | 32 |
|
|
2022
Q2 | $612K | Buy |
3,105
+26
| +0.8% | +$5.13K | 0.32% | 28 |
|
|
2022
Q1 | $732K | Sell |
3,079
-16
| -0.5% | -$3.8K | 0.33% | 27 |
|
|
2021
Q4 | $789K | Buy |
3,095
+1
| +0% | +$255 | 0.35% | 28 |
|
|
2021
Q3 | $732K | Sell |
3,094
-35
| -1% | -$8.28K | 0.35% | 31 |
|
|
2021
Q2 | $743K | Buy |
3,129
+9
| +0.3% | +$2.14K | 0.36% | 32 |
|
|
2021
Q1 | $719K | Buy |
3,120
+12
| +0.4% | +$2.77K | 0.36% | 31 |
|
|
2020
Q4 | $643K | Sell |
3,108
-115
| -4% | -$23.8K | 0.37% | 33 |
|
|
2020
Q3 | $568K | Sell |
3,223
-367
| -10% | -$64.7K | 0.37% | 38 |
|
|
2020
Q2 | $588K | Sell |
3,590
-219
| -6% | -$35.9K | 0.41% | 33 |
|
|
2020
Q1 | $540K | Sell |
3,809
-412
| -10% | -$58.4K | 0.41% | 35 |
|
|
2019
Q4 | $775K | Sell |
4,221
-818
| -16% | -$150K | 0.55% | 29 |
|
|
2019
Q3 | $844K | Buy |
5,039
+14
| +0.3% | +$2.35K | 0.64% | 26 |
|
|
2019
Q2 | $855K | Sell |
5,025
-87
| -2% | -$14.8K | 0.64% | 30 |
|
|
2019
Q1 | $822K | Sell |
5,112
-69
| -1% | -$11.1K | 0.62% | 32 |
|
|
2018
Q4 | $765K | Sell |
5,181
-518
| -9% | -$76.5K | 0.63% | 38 |
|
|
2018
Q3 | $861K | Buy |
5,699
+355
| +7% | +$53.6K | 0.77% | 32 |
|
|
2018
Q2 | $842K | Sell |
5,344
-199
| -4% | -$31.4K | 0.83% | 35 |
|
|
2018
Q1 | $855K | Sell |
5,543
-290
| -5% | -$44.7K | 0.85% | 34 |
|
|
2017
Q4 | $903K | Buy |
+5,833
| New | +$903K | 0.79% | 34 |
|