Ritholtz 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 | $1.54M | Buy |
5,497
+84
| +2% | +$23.5K | 0.03% | 360 |
|
|
2025
Q1 | $1.4M | Sell |
5,413
-86
| -2% | -$22.2K | 0.04% | 327 |
|
|
2024
Q4 | $1.45M | Sell |
5,499
-146
| -3% | -$38.6K | 0.04% | 287 |
|
|
2024
Q3 | $1.49M | Buy |
5,645
+235
| +4% | +$62K | 0.04% | 289 |
|
|
2024
Q2 | $1.31M | Buy |
5,410
+746
| +16% | +$181K | 0.04% | 282 |
|
|
2024
Q1 | $1.17M | Buy |
4,664
+1,446
| +45% | +$361K | 0.04% | 317 |
|
|
2023
Q4 | $749K | Buy |
3,218
+804
| +33% | +$187K | 0.03% | 395 |
|
|
2023
Q3 | $503K | Sell |
2,414
-205
| -8% | -$42.7K | 0.02% | 456 |
|
|
2023
Q2 | $577K | Buy |
2,619
+179
| +7% | +$39.4K | 0.03% | 400 |
|
|
2023
Q1 | $515K | Buy |
2,440
+39
| +2% | +$8.23K | 0.03% | 395 |
|
|
2022
Q4 | $489K | Sell |
2,401
-720
| -23% | -$147K | 0.03% | 367 |
|
|
2022
Q3 | $587K | Buy |
3,121
+1
| +0% | +$188 | 0.03% | 358 |
|
|
2022
Q2 | $615K | Sell |
3,120
-161
| -5% | -$31.7K | 0.04% | 271 |
|
|
2022
Q1 | $780K | Buy |
3,281
+165
| +5% | +$39.2K | 0.05% | 228 |
|
|
2021
Q4 | $794K | Sell |
3,116
-79
| -2% | -$20.1K | 0.05% | 210 |
|
|
2021
Q3 | $756K | Sell |
3,195
-14
| -0.4% | -$3.31K | 0.05% | 186 |
|
|
2021
Q2 | $762K | Buy |
3,209
+1,077
| +51% | +$256K | 0.05% | 187 |
|
|
2021
Q1 | $472K | Sell |
2,132
-671
| -24% | -$149K | 0.04% | 217 |
|
|
2020
Q4 | $580K | Hold |
2,803
| – | – | 0.06% | 144 |
|
|
2020
Q3 | $494K | Buy |
2,803
+351
| +14% | +$61.9K | 0.06% | 137 |
|
|
2020
Q2 | $402K | Buy |
2,452
+333
| +16% | +$54.6K | 0.05% | 137 |
|
|
2020
Q1 | $279K | Sell |
2,119
-335
| -14% | -$44.1K | 0.04% | 107 |
|
|
2019
Q4 | $437K | Buy |
2,454
+49
| +2% | +$8.73K | 0.06% | 91 |
|
|
2019
Q3 | $403K | Buy |
2,405
+95
| +4% | +$15.9K | 0.07% | 92 |
|
|
2019
Q2 | $386K | Sell |
2,310
-20
| -0.9% | -$3.34K | 0.07% | 89 |
|
|
2019
Q1 | $375K | Sell |
2,330
-174
| -7% | -$28K | 0.07% | 89 |
|
|
2018
Q4 | $346K | Buy |
2,504
+206
| +9% | +$28.5K | 0.08% | 82 |
|
|
2018
Q3 | $377K | Hold |
2,298
| – | – | 0.1% | 79 |
|
|
2018
Q2 | $362K | Hold |
2,298
| – | – | 0.1% | 78 |
|
|
2018
Q1 | $354K | Sell |
2,298
-2,190
| -49% | -$337K | 0.1% | 75 |
|
|
2017
Q4 | $695K | Buy |
4,488
+523
| +13% | +$81K | 0.21% | 56 |
|
|
2017
Q3 | $583K | Sell |
3,965
-505
| -11% | -$74.3K | 0.22% | 36 |
|
|
2017
Q2 | $637K | Buy |
+4,470
| New | +$637K | 0.27% | 35 |
|
|
2016
Q4 | $509K | Buy |
+3,869
| New | +$509K | 0.26% | 42 |
|