Petix & Botte Financial’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 | $2.01M | Sell |
7,197
-42
| -0.6% | -$11.8K | 0.49% | 40 |
|
|
2025
Q1 | $1.87M | Sell |
7,239
-444
| -6% | -$115K | 0.49% | 39 |
|
|
2024
Q4 | $2.03M | Sell |
7,683
-16
| -0.2% | -$4.23K | 0.53% | 38 |
|
|
2024
Q3 | $2.03M | Sell |
7,699
-43
| -0.6% | -$11.3K | 0.54% | 30 |
|
|
2024
Q2 | $1.87M | Sell |
7,742
-7,879
| -50% | -$1.91M | 0.53% | 29 |
|
|
2024
Q1 | $3.9M | Buy |
15,621
+7,832
| +101% | +$1.96M | 0.97% | 35 |
|
|
2023
Q4 | $1.81M | Sell |
7,789
-8
| -0.1% | -$1.86K | 0.53% | 29 |
|
|
2023
Q3 | $1.62M | Buy |
7,797
+6
| +0.1% | +$1.25K | 0.51% | 29 |
|
|
2023
Q2 | $1.72M | Buy |
7,791
+3,549
| +84% | +$781K | 0.53% | 31 |
|
|
2023
Q1 | $895K | Buy |
+4,242
| New | +$895K | 0.6% | 32 |
|
|
2022
Q3 | $866K | Sell |
4,605
-848
| -16% | -$159K | 0.66% | 30 |
|
|
2022
Q2 | $1.07M | Sell |
5,453
-5,389
| -50% | -$1.06M | 0.79% | 27 |
|
|
2022
Q1 | $2.58M | Buy |
10,842
+5,380
| +98% | +$1.28M | 0.8% | 26 |
|
|
2021
Q4 | $1.39M | Sell |
5,462
-7,336
| -57% | -$1.87M | 0.89% | 26 |
|
|
2021
Q3 | $3.03M | Buy |
12,798
+5,949
| +87% | +$1.41M | 1.03% | 25 |
|
|
2021
Q2 | $1.63M | Sell |
6,849
-265
| -4% | -$62.9K | 1.13% | 25 |
|
|
2021
Q1 | $1.58M | Buy |
7,114
+237
| +3% | +$52.5K | 1.16% | 24 |
|
|
2020
Q4 | $1.42M | Sell |
6,877
-866
| -11% | -$179K | 1.06% | 25 |
|
|
2020
Q3 | $1.36M | Sell |
7,743
-7,548
| -49% | -$1.33M | 1.09% | 25 |
|
|
2020
Q2 | $1.26M | Buy |
15,291
+7,119
| +87% | +$584K | 1.03% | 25 |
|
|
2020
Q1 | $1.08M | Buy |
8,172
+41
| +0.5% | +$5.4K | 1.05% | 25 |
|
|
2019
Q4 | $1.45M | Buy |
+8,131
| New | +$1.45M | 1.14% | 23 |
|