Provident Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $107K | Hold |
1,496
| – | – | 0.03% | 99 |
|
|
2025
Q4 | $109K | Hold |
1,496
| – | – | 0.03% | 100 |
|
|
2025
Q3 | $110K | Hold |
1,496
| – | – | 0.03% | 101 |
|
|
2025
Q2 | $105K | Hold |
1,496
| – | – | 0.03% | 98 |
|
|
2025
Q1 | $96.7K | Hold |
1,496
| – | – | 0.03% | 97 |
|
|
2024
Q4 | $98.8K | Sell |
1,496
-8
| -0.5% | -$543 | 0.03% | 95 |
|
|
2024
Q3 | $99.2K | Hold |
1,504
| – | – | 0.03% | 95 |
|
|
2024
Q2 | $91K | Buy |
1,504
+8
| +0.5% | +$486 | 0.03% | 91 |
|
|
2024
Q1 | $93.4K | Buy |
1,496
+404
| +37% | +$23.9K | 0.04% | 75 |
|
|
2023
Q4 | $63.5K | Hold |
1,092
| – | – | 0.03% | 69 |
|
|
2023
Q3 | $56.9K | Hold |
1,092
| – | – | 0.03% | 68 |
|
|
2023
Q2 | $60.1K | Sell |
1,092
-272
| -20% | -$14.3K | 0.03% | 66 |
|
|
2023
Q1 | $71.9K | Buy |
1,364
+272
| +25% | +$14.5K | 0.04% | 67 |
|
|
2022
Q4 | $55.6K | Hold |
1,092
| – | – | 0.03% | 67 |
|
|
2022
Q3 | $51K | Hold |
1,092
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $54K | Hold |
1,092
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $65K | Hold |
1,092
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $70K | Hold |
1,092
| – | – | 0.05% | 69 |
|
|
2021
Q3 | $65K | Hold |
1,092
| – | – | 0.05% | 64 |
|
|
2021
Q2 | $65K | Sell |
1,092
-136
| -11% | -$7.88K | 0.05% | 65 |
|
|
2021
Q1 | $68K | Sell |
1,228
-976
| -44% | -$53K | 0.08% | 57 |
|
|
2020
Q4 | $114K | Buy |
2,204
+156
| +8% | +$7.55K | 0.13% | 53 |
|
|
2020
Q3 | $90K | Buy |
2,048
+1,036
| +102% | +$45.1K | 0.1% | 70 |
|
|
2020
Q2 | $41K | Buy |
+1,012
| New | +$38.8K | 0.05% | 53 |
|
|
2020
Q1 | – | Sell |
-240
| Closed | -$11K | – | 60 |
|
|
2019
Q4 | $11K | Buy |
+240
| New | +$10.3K | 0.01% | 55 |
|
Other funds holding VO
