Riverstone 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
Q2 | – | Sell |
-2,944
| Closed | -$761K | – | 61 |
|
|
2025
Q1 | $761K | Buy |
2,944
+190
| +7% | +$49.1K | 0.46% | 25 |
|
|
2024
Q4 | $728K | Buy |
2,754
+207
| +8% | +$54.7K | 0.41% | 24 |
|
|
2024
Q3 | $672K | Hold |
2,547
| – | – | 0.39% | 25 |
|
|
2024
Q2 | $617K | Buy |
2,547
+684
| +37% | +$166K | 0.38% | 26 |
|
|
2024
Q1 | $465K | Buy |
1,863
+373
| +25% | +$93.2K | 0.28% | 28 |
|
|
2023
Q4 | $347K | Sell |
1,490
-1,751
| -54% | -$407K | 0.22% | 33 |
|
|
2023
Q3 | $675K | Buy |
3,241
+133
| +4% | +$27.7K | 0.47% | 26 |
|
|
2023
Q2 | $684K | Buy |
3,108
+80
| +3% | +$17.6K | 0.42% | 29 |
|
|
2023
Q1 | $639K | Buy |
3,028
+455
| +18% | +$96K | 0.41% | 30 |
|
|
2022
Q4 | $524K | Sell |
2,573
-163
| -6% | -$33.2K | 0.36% | 28 |
|
|
2022
Q3 | $514K | Buy |
2,736
+32
| +1% | +$6.01K | 0.33% | 30 |
|
|
2022
Q2 | $533K | Buy |
2,704
+1,761
| +187% | +$347K | 0.33% | 30 |
|
|
2022
Q1 | $224K | Sell |
943
-310
| -25% | -$73.6K | 0.12% | 42 |
|
|
2021
Q4 | $319K | Buy |
1,253
+253
| +25% | +$64.4K | 0.14% | 37 |
|
|
2021
Q3 | $237K | Sell |
1,000
-41
| -4% | -$9.72K | 0.11% | 34 |
|
|
2021
Q2 | $247K | Sell |
1,041
-50
| -5% | -$11.9K | 0.12% | 34 |
|
|
2021
Q1 | $241K | Buy |
1,091
+72
| +7% | +$15.9K | 0.13% | 35 |
|
|
2020
Q4 | $211K | Buy |
+1,019
| New | +$211K | 0.12% | 35 |
|
|
2020
Q1 | – | Sell |
-1,333
| Closed | -$237K | – | 43 |
|
|
2019
Q4 | $237K | Buy |
1,333
+80
| +6% | +$14.2K | 0.18% | 39 |
|
|
2019
Q3 | $210K | Buy |
1,253
+41
| +3% | +$6.87K | 0.16% | 38 |
|
|
2019
Q2 | $203K | Sell |
1,212
-70
| -5% | -$11.7K | 0.16% | 39 |
|
|
2019
Q1 | $206K | Buy |
+1,282
| New | +$206K | 0.17% | 38 |
|