Physician 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 | $651K | Sell |
2,328
-65
| -3% | -$18.2K | 0.1% | 83 |
|
|
2025
Q1 | $619K | Buy |
2,393
+97
| +4% | +$25.1K | 0.11% | 86 |
|
|
2024
Q4 | $607K | Buy |
2,296
+438
| +24% | +$116K | 0.1% | 86 |
|
|
2024
Q3 | $498K | Buy |
1,858
+909
| +96% | +$243K | 0.09% | 96 |
|
|
2024
Q2 | $240K | Sell |
949
-153
| -14% | -$38.8K | 0.04% | 153 |
|
|
2024
Q1 | $260K | Buy |
1,102
+2
| +0.2% | +$472 | 0.05% | 135 |
|
|
2023
Q4 | $254K | Sell |
1,100
-200
| -15% | -$46.2K | 0.06% | 135 |
|
|
2023
Q3 | $271K | Buy |
1,300
+145
| +13% | +$30.2K | 0.07% | 114 |
|
|
2023
Q2 | $255K | Buy |
1,155
+8
| +0.7% | +$1.77K | 0.06% | 132 |
|
|
2023
Q1 | $242K | Sell |
1,147
-22
| -2% | -$4.65K | 0.06% | 133 |
|
|
2022
Q4 | $252K | Buy |
1,169
+14
| +1% | +$3.02K | 0.07% | 129 |
|
|
2022
Q3 | $230K | Buy |
1,155
+3
| +0.3% | +$597 | 0.07% | 131 |
|
|
2022
Q2 | $248K | Sell |
1,152
-209
| -15% | -$45K | 0.07% | 127 |
|
|
2022
Q1 | $309K | Sell |
1,361
-56
| -4% | -$12.7K | 0.08% | 117 |
|
|
2021
Q4 | $349K | Buy |
1,417
+8
| +0.6% | +$1.97K | 0.09% | 111 |
|
|
2021
Q3 | $349K | Buy |
1,409
+2
| +0.1% | +$495 | 0.1% | 107 |
|
|
2021
Q2 | $334K | Buy |
1,407
+7
| +0.5% | +$1.66K | 0.1% | 111 |
|
|
2021
Q1 | $316K | Buy |
1,400
+1
| +0.1% | +$226 | 0.1% | 105 |
|
|
2020
Q4 | $309K | Buy |
1,399
+5
| +0.4% | +$1.1K | 0.11% | 105 |
|
|
2020
Q3 | $250K | Sell |
1,394
-14
| -1% | -$2.51K | 0.1% | 111 |
|
|
2020
Q2 | $250K | Sell |
1,408
-21
| -1% | -$3.73K | 0.1% | 111 |
|
|
2020
Q1 | $205K | Buy |
1,429
+262
| +22% | +$37.6K | 0.1% | 101 |
|
|
2019
Q4 | $211K | Buy |
1,167
+4
| +0.3% | +$723 | 0.09% | 111 |
|
|
2019
Q3 | $203K | Buy |
+1,163
| New | +$203K | 0.1% | 102 |
|