Ridgewood Investments’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 | $3.13M | Buy |
11,193
+846
| +8% | +$237K | 1.35% | 9 |
|
|
2025
Q1 | $2.68M | Buy |
10,347
+762
| +8% | +$197K | 1.25% | 10 |
|
|
2024
Q4 | $2.53M | Buy |
9,585
+427
| +5% | +$113K | 1.22% | 9 |
|
|
2024
Q3 | $2.42M | Buy |
9,158
+378
| +4% | +$99.7K | 1.21% | 8 |
|
|
2024
Q2 | $2.13M | Sell |
8,780
-443
| -5% | -$107K | 1.06% | 10 |
|
|
2024
Q1 | $2.3M | Buy |
9,223
+321
| +4% | +$80.2K | 1.22% | 11 |
|
|
2023
Q4 | $2.07M | Sell |
8,902
-119
| -1% | -$27.7K | 1.22% | 11 |
|
|
2023
Q3 | $1.88M | Sell |
9,021
-25
| -0.3% | -$5.21K | 1.23% | 13 |
|
|
2023
Q2 | $1.99M | Buy |
9,046
+514
| +6% | +$113K | 1.13% | 10 |
|
|
2023
Q1 | $1.8M | Buy |
8,532
+190
| +2% | +$40.1K | 1.1% | 12 |
|
|
2022
Q4 | $1.7M | Buy |
8,342
+16
| +0.2% | +$3.26K | 1.21% | 11 |
|
|
2022
Q3 | $1.57M | Buy |
8,326
+162
| +2% | +$30.5K | 1.3% | 12 |
|
|
2022
Q2 | $1.61M | Sell |
8,164
-1,044
| -11% | -$206K | 1.27% | 12 |
|
|
2022
Q1 | $2.19M | Buy |
9,208
+483
| +6% | +$115K | 1.44% | 7 |
|
|
2021
Q4 | $2.22M | Buy |
8,725
+294
| +3% | +$74.9K | 1.41% | 7 |
|
|
2021
Q3 | $2M | Buy |
8,431
+46
| +0.5% | +$10.9K | 1.35% | 9 |
|
|
2021
Q2 | $1.99M | Sell |
8,385
-146
| -2% | -$34.7K | 1.28% | 8 |
|
|
2021
Q1 | $1.89M | Buy |
8,531
+1,770
| +26% | +$392K | 1.16% | 9 |
|
|
2020
Q4 | $1.19M | Hold |
6,761
| – | – | 0.94% | 22 |
|
|
2020
Q3 | $1.19M | Buy |
6,761
+1,521
| +29% | +$268K | 0.93% | 22 |
|
|
2020
Q2 | $859K | Buy |
+5,240
| New | +$859K | 0.71% | 36 |
|
|
2020
Q1 | – | Sell |
-1,484
| Closed | -$264K | – | 198 |
|
|
2019
Q4 | $264K | Buy |
+1,484
| New | +$264K | 0.19% | 145 |
|