REDW Wealth’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 | $2.38M | Sell |
8,496
-1,111
| -12% | -$311K | 0.95% | 23 |
|
|
2025
Q1 | $2.48M | Sell |
9,607
-345
| -3% | -$89.2K | 0.92% | 25 |
|
|
2024
Q4 | $2.63M | Sell |
9,952
-5,252
| -35% | -$1.39M | 0.91% | 25 |
|
|
2024
Q3 | $4.01M | Sell |
15,204
-1,132
| -7% | -$299K | 1.03% | 21 |
|
|
2024
Q2 | $3.95M | Sell |
16,336
-347
| -2% | -$84K | 1.04% | 19 |
|
|
2024
Q1 | $4.17M | Sell |
16,683
-525
| -3% | -$131K | 1.12% | 20 |
|
|
2023
Q4 | $4M | Sell |
17,208
-812
| -5% | -$189K | 1.15% | 19 |
|
|
2023
Q3 | $3.75M | Sell |
18,020
-569
| -3% | -$118K | 1.16% | 20 |
|
|
2023
Q2 | $4.09M | Sell |
18,589
-812
| -4% | -$179K | 1.23% | 19 |
|
|
2023
Q1 | $4.09M | Sell |
19,401
-764
| -4% | -$161K | 1.3% | 17 |
|
|
2022
Q4 | $4.11M | Sell |
20,165
-492
| -2% | -$100K | 1.42% | 18 |
|
|
2022
Q3 | $3.88M | Sell |
20,657
-2,184
| -10% | -$411K | 1.49% | 16 |
|
|
2022
Q2 | $4.5M | Sell |
22,841
-422
| -2% | -$83.1K | 1.65% | 14 |
|
|
2022
Q1 | $5.53M | Sell |
23,263
-140
| -0.6% | -$33.3K | 1.64% | 11 |
|
|
2021
Q4 | $5.96M | Sell |
23,403
-728
| -3% | -$185K | 1.73% | 12 |
|
|
2021
Q3 | $5.71M | Sell |
24,131
-1,007
| -4% | -$238K | 1.82% | 12 |
|
|
2021
Q2 | $5.97M | Sell |
25,138
-949
| -4% | -$225K | 1.89% | 12 |
|
|
2021
Q1 | $5.77M | Sell |
26,087
-112
| -0.4% | -$24.8K | 1.94% | 11 |
|
|
2020
Q4 | $5.42M | Sell |
26,199
-1,649
| -6% | -$341K | 2% | 11 |
|
|
2020
Q3 | $4.91M | Sell |
27,848
-2,668
| -9% | -$470K | 2.06% | 11 |
|
|
2020
Q2 | $5M | Sell |
30,516
-2,034
| -6% | -$333K | 2.48% | 8 |
|
|
2020
Q1 | $4.29M | Sell |
32,550
-6,836
| -17% | -$900K | 2.69% | 7 |
|
|
2019
Q4 | $7.02M | Sell |
39,386
-1,459
| -4% | -$260K | 3.91% | 6 |
|
|
2019
Q3 | $6.85M | Sell |
40,845
-1,627
| -4% | -$273K | 4.02% | 5 |
|
|
2019
Q2 | $7.1M | Sell |
42,472
-1,217
| -3% | -$203K | 4.25% | 5 |
|
|
2019
Q1 | $7.02M | Sell |
43,689
-2,560
| -6% | -$412K | 4.31% | 5 |
|
|
2018
Q4 | $6.39M | Sell |
46,249
-940
| -2% | -$130K | 4.4% | 5 |
|
|
2018
Q3 | $7.75M | Sell |
47,189
-3,101
| -6% | -$509K | 5.14% | 6 |
|
|
2018
Q2 | $7.93M | Sell |
50,290
-981
| -2% | -$155K | 5.68% | 5 |
|
|
2018
Q1 | $7.91M | Sell |
51,271
-2,682
| -5% | -$414K | 5.89% | 5 |
|
|
2017
Q4 | $8.35M | Sell |
53,953
-3,596
| -6% | -$557K | 6.48% | 4 |
|
|
2017
Q3 | $8.46M | Sell |
57,549
-2,077
| -3% | -$305K | 7% | 3 |
|
|
2017
Q2 | $8.5M | Sell |
59,626
-4,377
| -7% | -$624K | 8.31% | 3 |
|
|
2017
Q1 | $8.91M | Sell |
64,003
-2,768
| -4% | -$385K | 9.07% | 3 |
|
|
2016
Q4 | $8.79M | Buy |
+66,771
| New | +$8.79M | 9.93% | 3 |
|