Probity 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
Q1 | – | Sell |
-853
| Closed | -$225K | – | 237 |
|
|
2024
Q4 | $225K | Sell |
853
-395
| -32% | -$104K | 0.04% | 214 |
|
|
2024
Q3 | $329K | Buy |
+1,248
| New | +$329K | 0.06% | 187 |
|
|
2022
Q2 | – | Sell |
-906
| Closed | -$215K | – | 187 |
|
|
2022
Q1 | $215K | Hold |
906
| – | – | 0.04% | 182 |
|
|
2021
Q4 | $231K | Sell |
906
-1,601
| -64% | -$408K | 0.05% | 180 |
|
|
2021
Q3 | $594K | Buy |
2,507
+1,522
| +155% | +$361K | 0.12% | 122 |
|
|
2021
Q2 | $234K | Hold |
985
| – | – | 0.05% | 187 |
|
|
2021
Q1 | $218K | Buy |
+985
| New | +$218K | 0.05% | 189 |
|
|
2018
Q1 | – | Sell |
-1,384
| Closed | -$214K | – | 159 |
|
|
2017
Q4 | $214K | Hold |
1,384
| – | – | 0.07% | 152 |
|
|
2017
Q3 | $203K | Buy |
+1,384
| New | +$203K | 0.08% | 140 |
|