Safeguard Investment Advisory Group’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 | $295K | Buy |
1,056
+1
| +0.1% | +$280 | 0.07% | 104 |
|
|
2025
Q1 | $273K | Buy |
1,055
+228
| +28% | +$59K | 0.07% | 105 |
|
|
2024
Q4 | $218K | Buy |
827
+18
| +2% | +$4.75K | 0.06% | 103 |
|
|
2024
Q3 | $213K | Buy |
+809
| New | +$213K | 0.06% | 107 |
|
|
2024
Q2 | – | Sell |
-1,154
| Closed | -$288K | – | 115 |
|
|
2024
Q1 | $288K | Sell |
1,154
-23
| -2% | -$5.75K | 0.1% | 76 |
|
|
2023
Q4 | $274K | Buy |
1,177
+19
| +2% | +$4.42K | 0.1% | 75 |
|
|
2023
Q3 | $241K | Sell |
1,158
-9
| -0.8% | -$1.87K | 0.1% | 80 |
|
|
2023
Q2 | $257K | Sell |
1,167
-1
| -0.1% | -$220 | 0.11% | 81 |
|
|
2023
Q1 | $246K | Sell |
1,168
-242
| -17% | -$51.1K | 0.12% | 81 |
|
|
2022
Q4 | $287K | Buy |
1,410
+16
| +1% | +$3.26K | 0.18% | 74 |
|
|
2022
Q3 | $262K | Sell |
1,394
-16
| -1% | -$3.01K | 0.18% | 75 |
|
|
2022
Q2 | $335K | Hold |
1,410
| – | – | 0.21% | 69 |
|
|
2022
Q1 | $335K | Sell |
1,410
-113
| -7% | -$26.8K | 0.23% | 61 |
|
|
2021
Q4 | $388K | Buy |
1,523
+5
| +0.3% | +$1.27K | 0.23% | 61 |
|
|
2021
Q3 | $359K | Buy |
1,518
+3
| +0.2% | +$709 | 0.23% | 61 |
|
|
2021
Q2 | $359K | Buy |
1,515
+4
| +0.3% | +$948 | 0.26% | 61 |
|
|
2021
Q1 | $334K | Buy |
1,511
+3
| +0.2% | +$663 | 0.3% | 56 |
|
|
2020
Q4 | $312K | Buy |
+1,508
| New | +$312K | 0.28% | 57 |
|