Sage Financial 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 | $16M | Buy |
57,299
+21,107
| +58% | +$5.91M | 1.18% | 16 |
|
|
2025
Q1 | $9.36M | Buy |
36,192
+1,122
| +3% | +$290K | 0.76% | 20 |
|
|
2024
Q4 | $9.26M | Buy |
35,070
+1,236
| +4% | +$326K | 0.75% | 20 |
|
|
2024
Q3 | $8.93M | Buy |
33,834
+92
| +0.3% | +$24.3K | 0.73% | 20 |
|
|
2024
Q2 | $8.17M | Buy |
33,742
+2,759
| +9% | +$668K | 0.71% | 20 |
|
|
2024
Q1 | $7.74M | Sell |
30,983
-1,243
| -4% | -$311K | 0.7% | 23 |
|
|
2023
Q4 | $7.5M | Buy |
32,226
+2,703
| +9% | +$629K | 0.73% | 24 |
|
|
2023
Q3 | $6.15M | Buy |
29,523
+277
| +0.9% | +$57.7K | 0.68% | 22 |
|
|
2023
Q2 | $6.44M | Buy |
29,246
+902
| +3% | +$199K | 0.68% | 22 |
|
|
2023
Q1 | $5.98M | Buy |
28,344
+3,363
| +13% | +$709K | 0.68% | 22 |
|
|
2022
Q4 | $5.09M | Buy |
24,981
+3
| +0% | +$611 | 0.62% | 26 |
|
|
2022
Q3 | $4.7M | Buy |
24,978
+542
| +2% | +$102K | 0.64% | 22 |
|
|
2022
Q2 | $4.81M | Buy |
24,436
+3,697
| +18% | +$728K | 0.64% | 24 |
|
|
2022
Q1 | $4.93M | Sell |
20,739
-207
| -1% | -$49.2K | 0.57% | 24 |
|
|
2021
Q4 | $5.34M | Sell |
20,946
-315
| -1% | -$80.2K | 0.57% | 25 |
|
|
2021
Q3 | $5.03M | Sell |
21,261
-162
| -0.8% | -$38.4K | 0.62% | 24 |
|
|
2021
Q2 | $5.09M | Buy |
21,423
+80
| +0.4% | +$19K | 0.63% | 23 |
|
|
2021
Q1 | $4.72M | Sell |
21,343
-285
| -1% | -$63.1K | 0.62% | 25 |
|
|
2020
Q4 | $4.47M | Buy |
21,628
+505
| +2% | +$104K | 0.61% | 24 |
|
|
2020
Q3 | $3.72M | Sell |
21,123
-339
| -2% | -$59.8K | 0.61% | 26 |
|
|
2020
Q2 | $3.52M | Buy |
21,462
+9,594
| +81% | +$1.57M | 0.63% | 25 |
|
|
2020
Q1 | $1.56M | Sell |
11,868
-409
| -3% | -$53.8K | 0.29% | 30 |
|
|
2019
Q4 | $2.19M | Buy |
12,277
+24
| +0.2% | +$4.28K | 0.3% | 30 |
|
|
2019
Q3 | $2.05M | Buy |
12,253
+702
| +6% | +$118K | 0.31% | 30 |
|
|
2019
Q2 | $1.93M | Sell |
11,551
-313
| -3% | -$52.3K | 0.29% | 31 |
|
|
2019
Q1 | $1.91M | Sell |
11,864
-158
| -1% | -$25.4K | 0.3% | 30 |
|
|
2018
Q4 | $1.66M | Sell |
12,022
-176
| -1% | -$24.3K | 0.28% | 34 |
|
|
2018
Q3 | $2M | Sell |
12,198
-98
| -0.8% | -$16.1K | 0.39% | 24 |
|
|
2018
Q2 | $1.94M | Sell |
12,296
-595
| -5% | -$93.8K | 0.42% | 21 |
|
|
2018
Q1 | $1.99M | Buy |
12,891
+569
| +5% | +$87.7K | 0.44% | 20 |
|
|
2017
Q4 | $1.91M | Buy |
12,322
+1,167
| +10% | +$181K | 0.37% | 24 |
|
|
2017
Q3 | $1.64M | Buy |
11,155
+59
| +0.5% | +$8.67K | 0.36% | 19 |
|
|
2017
Q2 | $1.58M | Buy |
11,096
+532
| +5% | +$75.8K | 0.36% | 19 |
|
|
2017
Q1 | $1.47M | Sell |
10,564
-1,306
| -11% | -$182K | 0.36% | 20 |
|
|
2016
Q4 | $1.56M | Buy |
11,870
+1,530
| +15% | +$201K | 0.4% | 23 |
|
|
2016
Q3 | $1.34M | Buy |
+10,340
| New | +$1.34M | 0.38% | 21 |
|
|
2016
Q1 | – | Sell |
-4,811
| Closed | -$578K | – | 63 |
|
|
2015
Q4 | $578K | Buy |
+4,811
| New | +$578K | 0.19% | 26 |
|
|
2015
Q1 | – | Sell |
-14,641
| Closed | -$1.31M | – | 45 |
|
|
2014
Q4 | $1.31M | Buy |
+14,641
| New | +$1.31M | 0.49% | 14 |
|