Regent Peak Wealth 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
Q1 | $343K | Sell |
1,326
-78
| -6% | -$20.2K | 0.08% | 108 |
|
|
2024
Q4 | $371K | Buy |
1,404
+1
| +0.1% | +$264 | 0.08% | 104 |
|
|
2024
Q3 | $370K | Sell |
1,403
-99
| -7% | -$26.1K | 0.09% | 103 |
|
|
2024
Q2 | $364K | Sell |
1,502
-82
| -5% | -$19.9K | 0.08% | 109 |
|
|
2024
Q1 | $396K | Buy |
1,584
+161
| +11% | +$40.2K | 0.1% | 98 |
|
|
2023
Q4 | $331K | Sell |
1,423
-81
| -5% | -$18.8K | 0.09% | 104 |
|
|
2023
Q3 | $313K | Sell |
1,504
-2
| -0.1% | -$416 | 0.1% | 107 |
|
|
2023
Q2 | $332K | Buy |
1,506
+42
| +3% | +$9.25K | 0.1% | 98 |
|
|
2023
Q1 | $309K | Buy |
1,464
+1
| +0.1% | +$211 | 0.1% | 103 |
|
|
2022
Q4 | $298K | Sell |
1,463
-48
| -3% | -$9.79K | 0.1% | 118 |
|
|
2022
Q3 | $284K | Buy |
1,511
+30
| +2% | +$5.64K | 0.1% | 119 |
|
|
2022
Q2 | $291K | Hold |
1,481
| – | – | 0.1% | 121 |
|
|
2022
Q1 | $352K | Sell |
1,481
-108
| -7% | -$25.7K | 0.1% | 113 |
|
|
2021
Q4 | $405K | Buy |
1,589
+146
| +10% | +$37.2K | 0.11% | 105 |
|
|
2021
Q3 | $342K | Hold |
1,443
| – | – | 0.1% | 116 |
|
|
2021
Q2 | $347K | Sell |
1,443
-9
| -0.6% | -$2.16K | 0.1% | 113 |
|
|
2021
Q1 | $321K | Sell |
1,452
-848
| -37% | -$187K | 0.11% | 113 |
|
|
2020
Q4 | $476K | Buy |
2,300
+113
| +5% | +$23.4K | 0.16% | 86 |
|
|
2020
Q3 | $386K | Buy |
2,187
+1
| +0% | +$176 | 0.16% | 86 |
|
|
2020
Q2 | $358K | Sell |
2,186
-822
| -27% | -$135K | 0.16% | 79 |
|
|
2020
Q1 | $396K | Sell |
3,008
-782
| -21% | -$103K | 0.22% | 71 |
|
|
2019
Q4 | $675K | Buy |
+3,790
| New | +$675K | 0.31% | 61 |
|