Peterson Wealth Advisors’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 | $862K | Sell |
3,079
-7
| -0.2% | -$1.96K | 0.14% | 45 |
|
|
2025
Q1 | $717K | Sell |
3,086
-85
| -3% | -$19.8K | 0.14% | 43 |
|
|
2024
Q4 | $847K | Sell |
3,171
-80
| -2% | -$21.4K | 0.15% | 38 |
|
|
2024
Q3 | $858K | Sell |
3,251
-64
| -2% | -$16.9K | 0.16% | 33 |
|
|
2024
Q2 | $802K | Sell |
3,315
-259
| -7% | -$62.7K | 0.17% | 32 |
|
|
2024
Q1 | $893K | Sell |
3,574
-27
| -0.7% | -$6.75K | 0.19% | 31 |
|
|
2023
Q4 | $838K | Sell |
3,601
-158
| -4% | -$36.8K | 0.2% | 30 |
|
|
2023
Q3 | $783K | Buy |
3,759
+4
| +0.1% | +$833 | 0.21% | 29 |
|
|
2023
Q2 | $830K | Sell |
3,755
-188
| -5% | -$41.5K | 0.22% | 29 |
|
|
2023
Q1 | $832K | Buy |
3,943
+131
| +3% | +$27.6K | 0.23% | 29 |
|
|
2022
Q4 | $777K | Sell |
3,812
-295
| -7% | -$60.1K | 0.23% | 30 |
|
|
2022
Q3 | $772K | Sell |
4,107
-62
| -1% | -$11.7K | 0.26% | 28 |
|
|
2022
Q2 | $821K | Buy |
4,169
+234
| +6% | +$46.1K | 0.27% | 27 |
|
|
2022
Q1 | $936K | Sell |
3,935
-405
| -9% | -$96.3K | 0.28% | 26 |
|
|
2021
Q4 | $1.11M | Sell |
4,340
-196
| -4% | -$49.9K | 0.32% | 25 |
|
|
2021
Q3 | $1.07M | Sell |
4,536
-244
| -5% | -$57.8K | 0.36% | 24 |
|
|
2021
Q2 | $1.13M | Sell |
4,780
-39
| -0.8% | -$9.25K | 0.4% | 23 |
|
|
2021
Q1 | $1.07M | Sell |
4,819
-157
| -3% | -$34.8K | 0.43% | 20 |
|
|
2020
Q4 | $1.03M | Sell |
4,976
-476
| -9% | -$98.4K | 0.45% | 20 |
|
|
2020
Q3 | $961K | Buy |
5,452
+79
| +1% | +$13.9K | 0.49% | 21 |
|
|
2020
Q2 | $881K | Buy |
5,373
+268
| +5% | +$43.9K | 0.47% | 22 |
|
|
2020
Q1 | $672K | Sell |
5,105
-2,537
| -33% | -$334K | 0.44% | 23 |
|
|
2019
Q4 | $1.36M | Sell |
7,642
-56
| -0.7% | -$9.98K | 0.78% | 16 |
|
|
2019
Q3 | $1.29M | Buy |
7,698
+34
| +0.4% | +$5.7K | 0.79% | 15 |
|
|
2019
Q2 | $1.28M | Buy |
7,664
+86
| +1% | +$14.4K | 0.81% | 15 |
|
|
2019
Q1 | $1.26M | Sell |
7,578
-1,332
| -15% | -$221K | 0.84% | 15 |
|
|
2018
Q4 | $1.23M | Sell |
8,910
-2,544
| -22% | -$351K | 0.98% | 14 |
|
|
2018
Q3 | $1.88M | Sell |
11,454
-294
| -3% | -$48.3K | 1.37% | 14 |
|
|
2018
Q2 | $1.85M | Sell |
11,748
-1,158
| -9% | -$183K | 1.5% | 14 |
|
|
2018
Q1 | $1.99M | Sell |
12,906
-36,403
| -74% | -$5.61M | 1.64% | 14 |
|
|
2017
Q4 | $7.63M | Buy |
+49,309
| New | +$7.63M | 6.9% | 4 |
|