Sara-Bay Financial’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 | $497K | Sell |
1,776
-126
| -7% | -$35.3K | 0.18% | 46 |
|
|
2025
Q1 | $489K | Buy |
1,902
+125
| +7% | +$32.1K | 0.22% | 51 |
|
|
2024
Q4 | $470K | Buy |
1,777
+46
| +3% | +$12.2K | 0.17% | 58 |
|
|
2024
Q3 | $457K | Sell |
1,731
-386
| -18% | -$102K | 0.17% | 61 |
|
|
2024
Q2 | $513K | Buy |
2,117
+649
| +44% | +$157K | 0.21% | 59 |
|
|
2024
Q1 | $364K | Buy |
1,468
+111
| +8% | +$27.6K | 0.16% | 68 |
|
|
2023
Q4 | $316K | Buy |
1,357
+240
| +21% | +$55.8K | 0.15% | 67 |
|
|
2023
Q3 | $233K | Buy |
1,117
+150
| +16% | +$31.2K | 0.12% | 68 |
|
|
2023
Q2 | $213K | Buy |
+967
| New | +$213K | 0.1% | 75 |
|
|
2022
Q1 | – | Sell |
-851
| Closed | -$217K | – | 85 |
|
|
2021
Q4 | $217K | Buy |
851
+5
| +0.6% | +$1.28K | 0.07% | 78 |
|
|
2021
Q3 | $200K | Buy |
+846
| New | +$200K | 0.08% | 75 |
|
|
2020
Q3 | – | Sell |
-1,414
| Closed | -$232K | – | 79 |
|
|
2020
Q2 | $232K | Buy |
+1,414
| New | +$232K | 0.13% | 70 |
|