Sax Wealth 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 | $1.78M | Sell |
6,361
-537
| -8% | -$150K | 0.11% | 110 |
|
|
2025
Q1 | $1.78M | Buy |
6,898
+937
| +16% | +$242K | 0.13% | 91 |
|
|
2024
Q4 | $1.57M | Buy |
5,961
+38
| +0.6% | +$10K | 0.12% | 83 |
|
|
2024
Q3 | $1.56M | Sell |
5,923
-70
| -1% | -$18.5K | 0.14% | 69 |
|
|
2024
Q2 | $1.45M | Sell |
5,993
-345
| -5% | -$83.5K | 0.14% | 72 |
|
|
2024
Q1 | $1.58M | Buy |
6,338
+169
| +3% | +$42.2K | 0.19% | 54 |
|
|
2023
Q4 | $1.44M | Buy |
6,169
+64
| +1% | +$14.9K | 0.23% | 58 |
|
|
2023
Q3 | $1.27M | Sell |
6,105
-297
| -5% | -$61.8K | 0.25% | 59 |
|
|
2023
Q2 | $1.41M | Buy |
6,402
+9
| +0.1% | +$1.98K | 0.28% | 52 |
|
|
2023
Q1 | $1.35M | Buy |
6,393
+4
| +0.1% | +$844 | 0.29% | 51 |
|
|
2022
Q4 | $1.3M | Sell |
6,389
-1,751
| -22% | -$357K | 0.3% | 51 |
|
|
2022
Q3 | $1.53M | Buy |
8,140
+5
| +0.1% | +$940 | 0.39% | 48 |
|
|
2022
Q2 | $1.6M | Buy |
8,135
+996
| +14% | +$196K | 0.41% | 44 |
|
|
2022
Q1 | $1.7M | Sell |
7,139
-872
| -11% | -$207K | 0.41% | 41 |
|
|
2021
Q4 | $2.04M | Buy |
8,011
+221
| +3% | +$56.3K | 0.43% | 45 |
|
|
2021
Q3 | $1.84M | Hold |
7,790
| – | – | 0.44% | 44 |
|
|
2021
Q2 | $1.85M | Sell |
7,790
-8,224
| -51% | -$1.95M | 0.63% | 41 |
|
|
2021
Q1 | $3.55M | Buy |
16,014
+8,716
| +119% | +$1.93M | 1.3% | 23 |
|
|
2020
Q4 | $1.51M | Buy |
+7,298
| New | +$1.51M | 0.69% | 40 |
|