Peak Asset 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 | $1.89M | Sell |
6,762
-836
| -11% | -$234K | 0.35% | 54 |
|
|
2025
Q1 | $1.96M | Sell |
7,598
-2,264
| -23% | -$586K | 0.37% | 52 |
|
|
2024
Q4 | $2.6M | Sell |
9,862
-251
| -2% | -$66.3K | 0.48% | 42 |
|
|
2024
Q3 | $2.67M | Sell |
10,113
-435
| -4% | -$115K | 0.5% | 42 |
|
|
2024
Q2 | $2.55M | Sell |
10,548
-1,019
| -9% | -$247K | 0.5% | 43 |
|
|
2024
Q1 | $2.89M | Sell |
11,567
-578
| -5% | -$144K | 0.57% | 42 |
|
|
2023
Q4 | $2.83M | Buy |
12,145
+371
| +3% | +$86.3K | 0.62% | 41 |
|
|
2023
Q3 | $2.45M | Buy |
11,774
+248
| +2% | +$51.6K | 0.59% | 43 |
|
|
2023
Q2 | $2.54M | Buy |
11,526
+393
| +4% | +$86.5K | 0.59% | 43 |
|
|
2023
Q1 | $2.35M | Buy |
11,133
+3,404
| +44% | +$718K | 0.57% | 42 |
|
|
2022
Q4 | $1.58M | Buy |
7,729
+412
| +6% | +$84K | 0.41% | 56 |
|
|
2022
Q3 | $1.38M | Buy |
7,317
+1,456
| +25% | +$274K | 0.39% | 56 |
|
|
2022
Q2 | $1.15M | Sell |
5,861
-1,751
| -23% | -$345K | 0.32% | 63 |
|
|
2022
Q1 | $1.81M | Buy |
7,612
+375
| +5% | +$89.2K | 0.42% | 47 |
|
|
2021
Q4 | $1.84M | Buy |
7,237
+601
| +9% | +$153K | 0.43% | 47 |
|
|
2021
Q3 | $1.57M | Buy |
6,636
+1,030
| +18% | +$244K | 0.39% | 46 |
|
|
2021
Q2 | $1.33M | Buy |
5,606
+2,203
| +65% | +$523K | 0.33% | 54 |
|
|
2021
Q1 | $753K | Buy |
3,403
+1,020
| +43% | +$226K | 0.18% | 81 |
|
|
2020
Q4 | $493K | Buy |
2,383
+225
| +10% | +$46.5K | 0.13% | 92 |
|
|
2020
Q3 | $380K | Buy |
2,158
+285
| +15% | +$50.2K | 0.11% | 94 |
|
|
2020
Q2 | $307K | Buy |
+1,873
| New | +$307K | 0.1% | 97 |
|
|
2020
Q1 | – | Sell |
-3,581
| Closed | -$638K | – | 137 |
|
|
2019
Q4 | $638K | Sell |
3,581
-90
| -2% | -$16K | 0.19% | 67 |
|
|
2019
Q3 | $615K | Sell |
3,671
-94
| -2% | -$15.7K | 0.2% | 66 |
|
|
2019
Q2 | $629K | Sell |
3,765
-216
| -5% | -$36.1K | 0.21% | 70 |
|
|
2019
Q1 | $640K | Sell |
3,981
-321
| -7% | -$51.6K | 0.22% | 69 |
|
|
2018
Q4 | $594K | Sell |
4,302
-1,557
| -27% | -$215K | 0.22% | 68 |
|
|
2018
Q3 | $962K | Sell |
5,859
-64
| -1% | -$10.5K | 0.32% | 57 |
|
|
2018
Q2 | $934K | Buy |
5,923
+15
| +0.3% | +$2.37K | 0.34% | 53 |
|
|
2018
Q1 | $911K | Sell |
5,908
-332
| -5% | -$51.2K | 0.33% | 53 |
|
|
2017
Q4 | $966K | Sell |
6,240
-187
| -3% | -$28.9K | 0.35% | 51 |
|
|
2017
Q3 | $945K | Sell |
6,427
-281
| -4% | -$41.3K | 0.34% | 56 |
|
|
2017
Q2 | $956K | Buy |
6,708
+225
| +3% | +$32.1K | 0.35% | 55 |
|
|
2017
Q1 | $903K | Sell |
6,483
-772
| -11% | -$108K | 0.34% | 59 |
|
|
2016
Q4 | $955K | Sell |
7,255
-1,326
| -15% | -$175K | 0.38% | 55 |
|
|
2016
Q3 | $1.11M | Sell |
8,581
-161
| -2% | -$20.8K | 0.47% | 52 |
|
|
2016
Q2 | $1.08M | Buy |
8,742
+39
| +0.4% | +$4.82K | 0.48% | 48 |
|
|
2016
Q1 | $1.06M | Sell |
8,703
-1,133
| -12% | -$137K | 0.5% | 43 |
|
|
2015
Q4 | $1.18M | Sell |
9,836
-1,740
| -15% | -$209K | 0.58% | 38 |
|
|
2015
Q3 | $1.35M | Buy |
11,576
+289
| +3% | +$33.7K | 0.72% | 34 |
|
|
2015
Q2 | $1.44M | Buy |
11,287
+733
| +7% | +$93.4K | 0.75% | 33 |
|
|
2015
Q1 | $1.4M | Sell |
10,554
-220
| -2% | -$29.2K | 0.69% | 32 |
|
|
2014
Q4 | $1.33M | Buy |
+10,774
| New | +$1.33M | 0.7% | 34 |
|