Rockwood 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 | $1.67M | Sell |
5,983
-534
| -8% | -$149K | 0.15% | 26 |
|
|
2025
Q1 | $1.69M | Buy |
6,517
+972
| +18% | +$251K | 0.17% | 27 |
|
|
2024
Q4 | $1.46M | Sell |
5,545
-149
| -3% | -$39.4K | 0.16% | 31 |
|
|
2024
Q3 | $1.5M | Sell |
5,694
-124
| -2% | -$32.7K | 0.17% | 30 |
|
|
2024
Q2 | $1.41M | Buy |
5,818
+1,280
| +28% | +$310K | 0.17% | 31 |
|
|
2024
Q1 | $1.13M | Buy |
4,538
+1,350
| +42% | +$337K | 0.15% | 30 |
|
|
2023
Q4 | $742K | Sell |
3,188
-398
| -11% | -$92.6K | 0.11% | 40 |
|
|
2023
Q3 | $747K | Hold |
3,586
| – | – | 0.13% | 33 |
|
|
2023
Q2 | $789K | Hold |
3,586
| – | – | 0.14% | 37 |
|
|
2023
Q1 | $756K | Hold |
3,586
| – | – | 0.15% | 32 |
|
|
2022
Q4 | $731K | Buy |
3,586
+865
| +32% | +$176K | 0.17% | 32 |
|
|
2022
Q3 | $511K | Hold |
2,721
| – | – | 0.16% | 38 |
|
|
2022
Q2 | $536K | Hold |
2,721
| – | – | 0.25% | 34 |
|
|
2022
Q1 | $647K | Buy |
2,721
+1,758
| +183% | +$418K | 0.31% | 34 |
|
|
2021
Q4 | $245K | Buy |
+963
| New | +$245K | 0.11% | 104 |
|