Sandy Cove 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 | $13.4M | Buy |
47,715
+1,992
| +4% | +$557K | 4.82% | 4 |
|
|
2025
Q1 | $11.8M | Buy |
45,723
+472
| +1% | +$122K | 4.75% | 6 |
|
|
2024
Q4 | $12M | Sell |
45,251
-77
| -0.2% | -$20.3K | 4.69% | 5 |
|
|
2024
Q3 | $12M | Buy |
45,328
+2,273
| +5% | +$600K | 4.88% | 5 |
|
|
2024
Q2 | $10.4M | Buy |
43,055
+95
| +0.2% | +$23K | 4.64% | 5 |
|
|
2024
Q1 | $10.7M | Buy |
42,960
+1,354
| +3% | +$338K | 4.95% | 3 |
|
|
2023
Q4 | $9.68M | Buy |
41,606
+5,230
| +14% | +$1.22M | 4.96% | 3 |
|
|
2023
Q3 | $7.57M | Sell |
36,376
-7,362
| -17% | -$1.53M | 4.39% | 6 |
|
|
2023
Q2 | $9.63M | Buy |
43,738
+5,670
| +15% | +$1.25M | 5.48% | 3 |
|
|
2023
Q1 | $8.03M | Sell |
38,068
-9,737
| -20% | -$2.05M | 5.82% | 4 |
|
|
2022
Q4 | $9.74M | Sell |
47,805
-1,163
| -2% | -$237K | 7.85% | 2 |
|
|
2022
Q3 | $9.21M | Buy |
48,968
+4,345
| +10% | +$817K | 8.28% | 3 |
|
|
2022
Q2 | $8.79M | Buy |
44,623
+4,841
| +12% | +$953K | 7.98% | 3 |
|
|
2022
Q1 | $9.46M | Buy |
39,782
+5,265
| +15% | +$1.25M | 7.86% | 2 |
|
|
2021
Q4 | $8.79M | Buy |
+34,517
| New | +$8.79M | 7.4% | 3 |
|