Roger Wittlin Investment Advisory’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 | $5.26M | Sell |
18,801
-666
| -3% | -$186K | 2.93% | 9 |
|
|
2025
Q1 | $5.03M | Sell |
19,467
-287
| -1% | -$74.2K | 2.95% | 9 |
|
|
2024
Q4 | $5.22M | Buy |
19,754
+87
| +0.4% | +$23K | 2.92% | 9 |
|
|
2024
Q3 | $5.19M | Sell |
19,667
-53
| -0.3% | -$14K | 2.99% | 11 |
|
|
2024
Q2 | $4.77M | Sell |
19,720
-504
| -2% | -$122K | 3.06% | 11 |
|
|
2024
Q1 | $5.05M | Sell |
20,224
-1,165
| -5% | -$291K | 3.54% | 8 |
|
|
2023
Q4 | $4.98M | Buy |
21,389
+1,275
| +6% | +$297K | 3.68% | 9 |
|
|
2023
Q3 | $4.19M | Buy |
20,114
+930
| +5% | +$194K | 3.56% | 11 |
|
|
2023
Q2 | $4.22M | Sell |
19,184
-896
| -4% | -$197K | 3.42% | 11 |
|
|
2023
Q1 | $4.24M | Sell |
20,080
-5,865
| -23% | -$1.24M | 3.79% | 12 |
|
|
2022
Q4 | $5.29M | Buy |
25,945
+24,642
| +1,891% | +$5.02M | 5.28% | 7 |
|
|
2022
Q3 | $244K | Sell |
1,303
-37,267
| -97% | -$6.98M | 6.63% | 6 |
|
|
2022
Q2 | $7.6M | Sell |
38,570
-21,936
| -36% | -$4.32M | 7.5% | 4 |
|
|
2022
Q1 | $14.4M | Buy |
60,506
+212
| +0.4% | +$50.4K | 13.25% | 2 |
|
|
2021
Q4 | $15.4M | Buy |
+60,294
| New | +$15.4M | 12.07% | 2 |
|