Ruggaard & Associates’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 | $12.1M | Sell |
43,079
-6,973
| -14% | -$1.95M | 4.85% | 8 |
|
2025
Q1 | $12.9M | Sell |
50,052
-633
| -1% | -$164K | 5.67% | 7 |
|
2024
Q4 | $13.4M | Buy |
50,685
+101
| +0.2% | +$26.7K | 5.87% | 5 |
|
2024
Q3 | $13.3M | Buy |
50,584
+23
| +0% | +$6.07K | 5.81% | 5 |
|
2024
Q2 | $12.2M | Sell |
50,561
-251
| -0.5% | -$60.8K | 5.66% | 5 |
|
2024
Q1 | $12.7M | Buy |
50,812
+2,119
| +4% | +$529K | 6.04% | 4 |
|
2023
Q4 | $11.3M | Buy |
48,693
+3,054
| +7% | +$710K | 5.99% | 6 |
|
2023
Q3 | $9.5M | Sell |
45,639
-195
| -0.4% | -$40.6K | 5.66% | 6 |
|
2023
Q2 | $10.1M | Buy |
45,834
+922
| +2% | +$203K | 5.91% | 6 |
|
2023
Q1 | $9.47M | Buy |
+44,912
| New | +$9.47M | 5.85% | 6 |
|