Realta Investment 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 | $98.7K | Sell |
353
-254
| -42% | -$71K | 0.04% | 202 |
|
|
2025
Q1 | $157K | Buy |
607
+15
| +3% | +$3.88K | 0.07% | 184 |
|
|
2024
Q4 | $158K | Buy |
592
+144
| +32% | +$38.5K | 0.06% | 199 |
|
|
2024
Q3 | $120K | Sell |
448
-2,641
| -85% | -$710K | 0.06% | 207 |
|
|
2024
Q2 | $748K | Sell |
3,089
-147
| -5% | -$35.6K | 0.15% | 155 |
|
|
2024
Q1 | $809K | Sell |
3,236
-78
| -2% | -$19.5K | 0.17% | 144 |
|
|
2023
Q4 | $771K | Sell |
3,314
-1,557
| -32% | -$362K | 0.17% | 142 |
|
|
2023
Q3 | $1.07M | Buy |
4,871
+45
| +0.9% | +$9.91K | 0.25% | 95 |
|
|
2023
Q2 | $1.06M | Sell |
4,826
-109
| -2% | -$24K | 0.23% | 99 |
|
|
2023
Q1 | $1.04M | Buy |
4,935
+1,830
| +59% | +$386K | 0.25% | 98 |
|
|
2022
Q4 | $633K | Buy |
3,105
+187
| +6% | +$38.1K | 0.15% | 156 |
|
|
2022
Q3 | $548K | Sell |
2,918
-23
| -0.8% | -$4.32K | 0.14% | 175 |
|
|
2022
Q2 | $587K | Buy |
2,941
+90
| +3% | +$18K | 0.14% | 167 |
|
|
2022
Q1 | $678K | Buy |
2,851
+2
| +0.1% | +$476 | 0.14% | 167 |
|
|
2021
Q4 | $726K | Buy |
2,849
+93
| +3% | +$23.7K | 0.16% | 156 |
|
|
2021
Q3 | $653K | Buy |
2,756
+209
| +8% | +$49.5K | 0.15% | 164 |
|
|
2021
Q2 | $604K | Sell |
2,547
-8
| -0.3% | -$1.9K | 0.14% | 178 |
|
|
2021
Q1 | $566K | Buy |
2,555
+300
| +13% | +$66.5K | 0.15% | 176 |
|
|
2020
Q4 | $466K | Buy |
2,255
+338
| +18% | +$69.8K | 0.13% | 179 |
|
|
2020
Q3 | $338K | Buy |
1,917
+5
| +0.3% | +$882 | 0.11% | 206 |
|
|
2020
Q2 | $313K | Buy |
+1,912
| New | +$313K | 0.1% | 243 |
|
|
2020
Q1 | – | Sell |
-1,392
| Closed | -$242K | – | 1355 |
|
|
2019
Q4 | $242K | Buy |
1,392
+514
| +59% | +$89.4K | 0.07% | 300 |
|
|
2019
Q3 | $149K | Sell |
878
-476
| -35% | -$80.8K | 0.04% | 400 |
|
|
2019
Q2 | $226K | Buy |
1,354
+918
| +211% | +$153K | 0.06% | 302 |
|
|
2019
Q1 | $70K | Buy |
+436
| New | +$70K | 0.03% | 469 |
|