Sand Hill Global 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 | $2.6M | Buy |
9,284
+2,532
| +38% | +$709K | 0.1% | 95 |
|
2025
Q1 | $1.75M | Buy |
6,752
+2,260
| +50% | +$584K | 0.07% | 101 |
|
2024
Q4 | $1.19M | Sell |
4,492
-27,629
| -86% | -$7.3M | 0.05% | 109 |
|
2024
Q3 | $8.47M | Sell |
32,121
-14
| -0% | -$3.69K | 0.36% | 47 |
|
2024
Q2 | $7.78M | Sell |
32,135
-322
| -1% | -$78K | 0.35% | 46 |
|
2024
Q1 | $8.11M | Sell |
32,457
-219
| -0.7% | -$54.7K | 0.38% | 45 |
|
2023
Q4 | $7.6M | Buy |
32,676
+1,598
| +5% | +$372K | 0.37% | 48 |
|
2023
Q3 | $6.47M | Hold |
31,078
| – | – | 0.36% | 44 |
|
2023
Q2 | $6.84M | Sell |
31,078
-154
| -0.5% | -$33.9K | 0.34% | 49 |
|
2023
Q1 | $6.59M | Sell |
31,232
-949
| -3% | -$200K | 0.35% | 48 |
|
2022
Q4 | $6.56M | Buy |
32,181
+1,155
| +4% | +$235K | 0.37% | 50 |
|
2022
Q3 | $5.83M | Buy |
31,026
+1,030
| +3% | +$194K | 0.37% | 45 |
|
2022
Q2 | $5.91M | Buy |
29,996
+2,016
| +7% | +$397K | 0.34% | 53 |
|
2022
Q1 | $6.66M | Buy |
27,980
+351
| +1% | +$83.5K | 0.37% | 47 |
|
2021
Q4 | $7.04M | Hold |
27,629
| – | – | 0.39% | 46 |
|
2021
Q3 | $6.54M | Hold |
27,629
| – | – | 0.4% | 42 |
|
2021
Q2 | $6.56M | Hold |
27,629
| – | – | 0.4% | 42 |
|
2021
Q1 | $6.12M | Hold |
27,629
| – | – | 0.4% | 41 |
|
2020
Q4 | $5.71M | Hold |
27,629
| – | – | 0.38% | 42 |
|
2020
Q3 | $4.87M | Hold |
27,629
| – | – | 0.37% | 41 |
|
2020
Q2 | $4.53M | Sell |
27,629
-14,121
| -34% | -$2.31M | 0.36% | 44 |
|
2020
Q1 | $5.5M | Hold |
41,750
| – | – | 0.52% | 29 |
|
2019
Q4 | $7.44M | Hold |
41,750
| – | – | 0.67% | 24 |
|
2019
Q3 | $7M | Buy |
+41,750
| New | +$7M | 0.66% | 22 |
|
2014
Q4 | – | Sell |
-1,709
| Closed | -$200K | – | 85 |
|
2014
Q3 | $200K | Buy |
+1,709
| New | +$200K | 0.03% | 76 |
|