PSI 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 | – | Sell |
-63
| Closed | -$16.3K | – | 678 |
|
|
2025
Q1 | $16.3K | Sell |
63
-30
| -32% | -$7.76K | 0.01% | 392 |
|
|
2024
Q4 | $24.4K | Hold |
93
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $24.3K | Buy |
93
+1
| +1% | +$262 | 0.01% | 394 |
|
|
2024
Q2 | $22.3K | Hold |
92
| – | – | 0.01% | 386 |
|
|
2024
Q1 | $23K | Hold |
92
| – | – | 0.01% | 368 |
|
|
2023
Q4 | $21.4K | Hold |
92
| – | – | 0.01% | 399 |
|
|
2023
Q3 | $19.1K | Buy |
92
+63
| +217% | +$13.1K | 0.01% | 393 |
|
|
2023
Q2 | $6.3K | Hold |
29
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $6.01K | Sell |
29
-133
| -82% | -$27.6K | ﹤0.01% | 507 |
|
|
2022
Q4 | $33.1K | Hold |
162
| – | – | 0.02% | 263 |
|
|
2022
Q3 | $30K | Hold |
162
| – | – | 0.02% | 284 |
|
|
2022
Q2 | $32K | Hold |
162
| – | – | 0.02% | 298 |
|
|
2022
Q1 | $39K | Sell |
162
-125
| -44% | -$30.1K | 0.02% | 289 |
|
|
2021
Q4 | $73K | Hold |
287
| – | – | 0.03% | 241 |
|
|
2021
Q3 | $68K | Buy |
+287
| New | +$68K | 0.03% | 245 |
|
|
2020
Q4 | – | Sell |
-1,604
| Closed | -$282K | – | 134 |
|
|
2020
Q3 | $282K | Sell |
1,604
-19
| -1% | -$3.34K | 0.22% | 92 |
|
|
2020
Q2 | $266K | Sell |
1,623
-435
| -21% | -$71.3K | 0.21% | 89 |
|
|
2020
Q1 | $270K | Buy |
2,058
+458
| +29% | +$60.1K | 0.25% | 84 |
|
|
2019
Q4 | $285K | Buy |
+1,600
| New | +$285K | 0.18% | 107 |
|