Roundview Capital’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.4M | Buy |
187,144
+6,080
| +3% | +$452K | 0.84% | 25 |
|
|
2025
Q4 | $13.1M | Buy |
181,064
+5,724
| +3% | +$416K | 0.81% | 26 |
|
|
2025
Q3 | $12.9M | Buy |
175,340
+632
| +0.4% | +$45.4K | 0.81% | 24 |
|
|
2025
Q2 | $12.2M | Sell |
174,708
-12,876
| -7% | -$845K | 0.82% | 25 |
|
|
2025
Q1 | $12.1M | Buy |
187,584
+412
| +0.2% | +$27.6K | 0.88% | 24 |
|
|
2024
Q4 | $12.4M | Buy |
187,172
+5,724
| +3% | +$389K | 0.86% | 24 |
|
|
2024
Q3 | $12M | Buy |
181,448
+51,956
| +40% | +$3.26M | 0.87% | 24 |
|
|
2024
Q2 | $7.84M | Buy |
129,492
+2,460
| +2% | +$149K | 0.62% | 35 |
|
|
2024
Q1 | $7.93M | Buy |
127,032
+6,176
| +5% | +$365K | 0.65% | 35 |
|
|
2023
Q4 | $7.03M | Buy |
120,856
+6,532
| +6% | +$349K | 0.65% | 36 |
|
|
2023
Q3 | $5.95M | Buy |
114,324
+7,708
| +7% | +$423K | 0.6% | 38 |
|
|
2023
Q2 | $5.87M | Buy |
106,616
+7,004
| +7% | +$367K | 0.57% | 43 |
|
|
2023
Q1 | $5.25M | Buy |
99,612
+4,448
| +5% | +$237K | 0.55% | 46 |
|
|
2022
Q4 | $4.85M | Buy |
95,164
+7,216
| +8% | +$368K | 0.55% | 47 |
|
|
2022
Q3 | $4.13M | Buy |
87,948
+1,108
| +1% | +$57.9K | 0.52% | 50 |
|
|
2022
Q2 | $4.28M | Buy |
86,840
+3,636
| +4% | +$196K | 0.51% | 51 |
|
|
2022
Q1 | $4.95M | Buy |
83,204
+7,804
| +10% | +$458K | 0.51% | 53 |
|
|
2021
Q4 | $4.8M | Buy |
75,400
+5,348
| +8% | +$335K | 0.48% | 49 |
|
|
2021
Q3 | $4.15M | Buy |
70,052
+2,408
| +4% | +$146K | 0.46% | 52 |
|
|
2021
Q2 | $4.01M | Buy |
67,644
+3,036
| +5% | +$176K | 0.45% | 57 |
|
|
2021
Q1 | $3.58M | Buy |
64,608
+2,500
| +4% | +$136K | 0.45% | 58 |
|
|
2020
Q4 | $3.21M | Buy |
62,108
+1,500
| +2% | +$72.6K | 0.44% | 60 |
|
|
2020
Q3 | $2.67M | Buy |
60,608
+4,212
| +7% | +$184K | 0.42% | 60 |
|
|
2020
Q2 | $2.31M | Buy |
56,396
+7,460
| +15% | +$286K | 0.39% | 63 |
|
|
2020
Q1 | $1.61M | Buy |
48,936
+13,892
| +40% | +$575K | 0.34% | 77 |
|
|
2019
Q4 | $1.56M | Buy |
35,044
+1,964
| +6% | +$84.3K | 0.3% | 102 |
|
|
2019
Q3 | $1.39M | Buy |
33,080
+64
| +0.2% | +$2.67K | 0.3% | 100 |
|
|
2019
Q2 | $1.38M | Buy |
33,016
+1,144
| +4% | +$46.8K | 0.31% | 93 |
|
|
2019
Q1 | $1.28M | Buy |
31,872
+76
| +0.2% | +$2.92K | 0.3% | 90 |
|
|
2018
Q4 | $1.1M | Sell |
31,796
-4
| -0% | -$150 | 0.31% | 91 |
|
|
2018
Q3 | $1.3M | Sell |
31,800
-3,008
| -9% | -$123K | 0.32% | 94 |
|
|
2018
Q2 | $1.37M | Sell |
34,808
-860
| -2% | -$33.8K | 0.36% | 86 |
|
|
2018
Q1 | $1.38M | Buy |
35,668
+1,032
| +3% | +$40.6K | 0.39% | 82 |
|
|
2017
Q4 | $1.34M | Buy |
34,636
+9,860
| +40% | +$372K | 0.35% | 90 |
|
|
2017
Q3 | $911K | Sell |
24,776
-352
| -1% | -$12.7K | 0.26% | 104 |
|
|
2017
Q2 | $895K | Buy |
25,128
+180
| +0.7% | +$6.36K | 0.26% | 105 |
|
|
2017
Q1 | $868K | Buy |
24,948
+20
| +0.1% | +$687 | 0.27% | 112 |
|
|
2016
Q4 | $820K | Buy |
24,928
+8,660
| +53% | +$280K | 0.26% | 106 |
|
|
2016
Q3 | $526K | Buy |
16,268
+3,032
| +23% | +$97.3K | 0.19% | 134 |
|
|
2016
Q2 | $409K | Buy |
13,236
+4,096
| +45% | +$125K | 0.15% | 141 |
|
|
2016
Q1 | $277K | Buy |
9,140
+2,360
| +35% | +$66.7K | 0.1% | 154 |
|
|
2015
Q4 | $204K | Buy |
+6,780
| New | +$207K | 0.08% | 156 |
|
|
2015
Q3 | – | Sell |
-6,780
| Closed | -$216K | – | 170 |
|
|
2015
Q2 | $216K | Buy |
6,780
+580
| +9% | +$18.8K | 0.08% | 144 |
|
|
2015
Q1 | $206K | Buy |
+6,200
| New | +$195K | 0.08% | 144 |
|
Other funds holding VO
