Rockingstone 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 | $3.55M | Sell |
12,698
-3,741
| -23% | -$1.05M | 1.87% | 17 |
|
|
2025
Q1 | $4.25M | Buy |
16,439
+163
| +1% | +$42.2K | 1.91% | 14 |
|
|
2024
Q4 | $4.3M | Buy |
16,276
+731
| +5% | +$193K | 1.9% | 13 |
|
|
2024
Q3 | $4.1M | Buy |
15,545
+285
| +2% | +$75.2K | 2.01% | 16 |
|
|
2024
Q2 | $3.69M | Buy |
15,260
+444
| +3% | +$107K | 1.9% | 17 |
|
|
2024
Q1 | $3.7M | Buy |
14,816
+1,201
| +9% | +$300K | 1.91% | 16 |
|
|
2023
Q4 | $3.17M | Buy |
13,615
+1,091
| +9% | +$254K | 1.78% | 17 |
|
|
2023
Q3 | $2.61M | Buy |
12,524
+316
| +3% | +$65.8K | 1.44% | 19 |
|
|
2023
Q2 | $2.69M | Buy |
12,208
+503
| +4% | +$111K | 1.52% | 20 |
|
|
2023
Q1 | $2.47M | Sell |
11,705
-527
| -4% | -$111K | 1.5% | 17 |
|
|
2022
Q4 | $2.49M | Buy |
+12,232
| New | +$2.49M | 1.86% | 15 |
|