Principle Wealth Partners’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 | $8.65M | Sell |
30,916
-625
| -2% | -$175K | 0.54% | 39 |
|
|
2025
Q1 | $8.16M | Sell |
31,541
-386
| -1% | -$99.8K | 0.58% | 42 |
|
|
2024
Q4 | $8.43M | Buy |
31,927
+539
| +2% | +$142K | 0.59% | 40 |
|
|
2024
Q3 | $8.28M | Buy |
31,388
+545
| +2% | +$144K | 0.59% | 44 |
|
|
2024
Q2 | $7.47M | Sell |
30,843
-1,410
| -4% | -$341K | 0.57% | 47 |
|
|
2024
Q1 | $8.06M | Buy |
32,253
+97
| +0.3% | +$24.2K | 0.63% | 41 |
|
|
2023
Q4 | $7.48M | Sell |
32,156
-3,435
| -10% | -$799K | 0.64% | 41 |
|
|
2023
Q3 | $7.41M | Sell |
35,591
-607
| -2% | -$126K | 0.74% | 33 |
|
|
2023
Q2 | $7.97M | Buy |
36,198
+2,275
| +7% | +$501K | 0.8% | 29 |
|
|
2023
Q1 | $7.15M | Buy |
33,923
+3,585
| +12% | +$756K | 0.76% | 32 |
|
|
2022
Q4 | $6.18M | Buy |
30,338
+3,162
| +12% | +$644K | 0.7% | 38 |
|
|
2022
Q3 | $5.11K | Buy |
27,176
+8,535
| +46% | +$1.6K | 0.48% | 37 |
|
|
2022
Q2 | $3.67M | Buy |
18,641
+5,890
| +46% | +$1.16M | 0.44% | 53 |
|
|
2022
Q1 | $3.03M | Buy |
12,751
+3,046
| +31% | +$725K | 0.32% | 72 |
|
|
2021
Q4 | $2.47M | Buy |
9,705
+194
| +2% | +$49.4K | 0.26% | 80 |
|
|
2021
Q3 | $2.25M | Buy |
9,511
+12
| +0.1% | +$2.84K | 0.26% | 81 |
|
|
2021
Q2 | $2.26M | Sell |
9,499
-138
| -1% | -$32.8K | 0.26% | 82 |
|
|
2021
Q1 | $2.13M | Buy |
9,637
+1,770
| +22% | +$392K | 0.25% | 83 |
|
|
2020
Q4 | $1.63M | Buy |
+7,867
| New | +$1.63M | 0.21% | 90 |
|
|
2020
Q3 | – | Sell |
-183
| Closed | -$30K | – | 422 |
|
|
2020
Q2 | $30K | Buy |
+183
| New | +$30K | 0.01% | 327 |
|
|
2020
Q1 | – | Sell |
-2,815
| Closed | -$502K | – | 168 |
|
|
2019
Q4 | $502K | Buy |
2,815
+670
| +31% | +$119K | 0.16% | 99 |
|
|
2019
Q3 | $360K | Hold |
2,145
| – | – | 0.12% | 115 |
|
|
2019
Q2 | $359K | Buy |
+2,145
| New | +$359K | 0.18% | 92 |
|