Per Stirling Capital 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 | $706K | Sell |
2,524
-270
| -10% | -$75.6K | 0.09% | 134 |
|
|
2025
Q1 | $723K | Buy |
2,794
+50
| +2% | +$12.9K | 0.1% | 133 |
|
|
2024
Q4 | $725K | Buy |
2,744
+544
| +25% | +$144K | 0.1% | 130 |
|
|
2024
Q3 | $581K | Buy |
2,200
+60
| +3% | +$15.8K | 0.08% | 162 |
|
|
2024
Q2 | $518K | Sell |
2,140
-38,816
| -95% | -$9.4M | 0.08% | 150 |
|
|
2024
Q1 | $10.2M | Buy |
40,956
+2,384
| +6% | +$596K | 1.71% | 14 |
|
|
2023
Q4 | $8.97M | Sell |
38,572
-225
| -0.6% | -$52.3K | 1.65% | 14 |
|
|
2023
Q3 | $8.08M | Sell |
38,797
-4,724
| -11% | -$984K | 1.68% | 15 |
|
|
2023
Q2 | $9.58M | Buy |
43,521
+441
| +1% | +$97.1K | 1.95% | 10 |
|
|
2023
Q1 | $9.09M | Sell |
43,080
-1,088
| -2% | -$229K | 1.96% | 12 |
|
|
2022
Q4 | $9M | Buy |
+44,168
| New | +$9M | 1.64% | 14 |
|