Ranch Capital 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 | $566K | Sell |
2,018
-351
| -15% | -$98.4K | 0.25% | 90 |
|
2025
Q1 | $613K | Sell |
2,369
-145
| -6% | -$37.5K | 0.29% | 83 |
|
2024
Q4 | $664K | Sell |
2,514
-56
| -2% | -$14.8K | 0.31% | 76 |
|
2024
Q3 | $678K | Sell |
2,570
-162
| -6% | -$42.7K | 0.32% | 83 |
|
2024
Q2 | $663K | Buy |
2,732
+423
| +18% | +$103K | 0.35% | 76 |
|
2024
Q1 | $577K | Sell |
2,309
-3
| -0.1% | -$750 | 0.31% | 88 |
|
2023
Q4 | $538K | Sell |
2,312
-324
| -12% | -$75.4K | 0.34% | 84 |
|
2023
Q3 | $549K | Sell |
2,636
-20
| -0.8% | -$4.17K | 0.38% | 76 |
|
2023
Q2 | $585K | Buy |
2,656
+27
| +1% | +$5.94K | 0.41% | 76 |
|
2023
Q1 | $555K | Sell |
2,629
-4
| -0.2% | -$844 | 0.41% | 77 |
|
2022
Q4 | $537K | Sell |
2,633
-3,193
| -55% | -$651K | 0.42% | 77 |
|
2022
Q3 | $1.1M | Buy |
5,826
+42
| +0.7% | +$7.89K | 0.9% | 36 |
|
2022
Q2 | $1.14M | Buy |
5,784
+214
| +4% | +$42.1K | 0.87% | 35 |
|
2022
Q1 | $1.33M | Buy |
5,570
+38
| +0.7% | +$9.04K | 0.88% | 33 |
|
2021
Q4 | $1.41M | Buy |
5,532
+193
| +4% | +$49.2K | 0.92% | 31 |
|
2021
Q3 | $1.26M | Buy |
5,339
+527
| +11% | +$125K | 0.79% | 32 |
|
2021
Q2 | $1.14M | Sell |
4,812
-2,171
| -31% | -$515K | 0.69% | 39 |
|
2021
Q1 | $1.55M | Buy |
6,983
+889
| +15% | +$197K | 1.02% | 15 |
|
2020
Q4 | $1.26M | Buy |
6,094
+121
| +2% | +$25K | 0.91% | 19 |
|
2020
Q3 | $1.06M | Buy |
5,973
+4
| +0.1% | +$711 | 0.85% | 22 |
|
2020
Q2 | $1.06M | Buy |
5,969
+5,707
| +2,178% | +$1.01M | 0.83% | 25 |
|
2020
Q1 | $34K | Buy |
262
+250
| +2,083% | +$32.4K | 0.03% | 345 |
|
2019
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 881 |
|