Private Wealth Group’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 | $777K | Hold |
2,778
| – | – | 0.41% | 32 |
|
|
2025
Q1 | $718K | Hold |
2,778
| – | – | 0.42% | 33 |
|
|
2024
Q4 | $734K | Sell |
2,778
-48
| -2% | -$12.7K | 0.36% | 40 |
|
|
2024
Q3 | $746K | Hold |
2,826
| – | – | 0.37% | 40 |
|
|
2024
Q2 | $684K | Hold |
2,826
| – | – | 0.36% | 40 |
|
|
2024
Q1 | $706K | Hold |
2,826
| – | – | 0.37% | 39 |
|
|
2023
Q4 | $657K | Hold |
2,826
| – | – | 0.37% | 38 |
|
|
2023
Q3 | $588K | Hold |
2,826
| – | – | 0.39% | 35 |
|
|
2023
Q2 | $622K | Hold |
2,826
| – | – | 0.64% | 33 |
|
|
2023
Q1 | $596K | Hold |
2,826
| – | – | 0.82% | 33 |
|
|
2022
Q4 | $576K | Buy |
+2,826
| New | +$576K | 0.82% | 32 |
|