Refined Wealth Management’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 | $3.72M | Buy |
13,285
+285
| +2% | +$79.7K | 2.56% | 13 |
|
|
2025
Q1 | $3.36M | Sell |
13,000
-7,472
| -36% | -$1.93M | 2.75% | 13 |
|
|
2024
Q4 | $5.41M | Sell |
20,472
-140
| -0.7% | -$37K | 4.12% | 11 |
|
|
2024
Q3 | $5.44M | Buy |
20,612
+666
| +3% | +$176K | 4.19% | 10 |
|
|
2024
Q2 | $4.83M | Buy |
19,946
+748
| +4% | +$181K | 3.72% | 11 |
|
|
2024
Q1 | $4.8M | Buy |
19,198
+182
| +1% | +$45.5K | 3.38% | 12 |
|
|
2023
Q4 | $4.42M | Buy |
19,016
+12,359
| +186% | +$2.88M | 3.45% | 12 |
|
|
2023
Q3 | $1.39M | Buy |
6,657
+864
| +15% | +$180K | 1.24% | 16 |
|
|
2023
Q2 | $1.28M | Buy |
5,793
+841
| +17% | +$185K | 1.05% | 16 |
|
|
2023
Q1 | $1.04M | Sell |
4,952
-884
| -15% | -$186K | 0.92% | 17 |
|
|
2022
Q4 | $1.19M | Buy |
5,836
+182
| +3% | +$37.1K | 1.04% | 17 |
|
|
2022
Q3 | $1.06M | Buy |
5,654
+6
| +0.1% | +$1.13K | 0.96% | 18 |
|
|
2022
Q2 | $1.11M | Buy |
5,648
+381
| +7% | +$75K | 0.99% | 18 |
|
|
2022
Q1 | $1.25M | Sell |
5,267
-14,982
| -74% | -$3.56M | 1.06% | 17 |
|
|
2021
Q4 | $5.16M | Buy |
20,249
+299
| +1% | +$76.2K | 4% | 9 |
|
|
2021
Q3 | $4.72M | Buy |
19,950
+450
| +2% | +$107K | 3.83% | 9 |
|
|
2021
Q2 | $4.63M | Buy |
+19,500
| New | +$4.63M | 3.89% | 9 |
|