Running Point Capital 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 | $49.8K | Hold |
178
| – | – | 0.01% | 143 |
|
|
2025
Q1 | $46K | Hold |
178
| – | – | 0.01% | 137 |
|
|
2024
Q4 | $47K | Hold |
178
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $47K | Hold |
178
| – | – | 0.02% | 113 |
|
|
2024
Q2 | $43.1K | Hold |
178
| – | – | 0.02% | 110 |
|
|
2024
Q1 | $44.5K | Sell |
178
-41
| -19% | -$10.2K | 0.02% | 110 |
|
|
2023
Q4 | $50.9K | Hold |
219
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $45.6K | Hold |
219
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $48.2K | Hold |
219
| – | – | 0.03% | 115 |
|
|
2023
Q1 | $46.2K | Buy |
219
+178
| +434% | +$37.5K | 0.03% | 110 |
|
|
2022
Q4 | $8.36K | Hold |
41
| – | – | 0.01% | 194 |
|
|
2022
Q3 | $8K | Hold |
41
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $8K | Hold |
41
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $10K | Hold |
41
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $10K | Sell |
41
-10,424
| -100% | -$2.54M | 0.01% | 108 |
|
|
2021
Q3 | $2.48M | Buy |
10,465
+291
| +3% | +$68.9K | 1.1% | 26 |
|
|
2021
Q2 | $2.42M | Buy |
10,174
+3
| +0% | +$712 | 1.1% | 25 |
|
|
2021
Q1 | $2.25M | Buy |
10,171
+987
| +11% | +$218K | 1.24% | 23 |
|
|
2020
Q4 | $1.9M | Buy |
+9,184
| New | +$1.9M | 1.11% | 25 |
|