SC&H Financial 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 | $911K | Sell |
3,255
-26
| -0.8% | -$7.28K | 0.16% | 73 |
|
|
2025
Q1 | $849K | Hold |
3,281
| – | – | 0.17% | 72 |
|
|
2024
Q4 | $867K | Hold |
3,281
| – | – | 0.18% | 68 |
|
|
2024
Q3 | $866K | Hold |
3,281
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $794K | Hold |
3,281
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $820K | Buy |
3,281
+88
| +3% | +$22K | 0.21% | 70 |
|
|
2023
Q4 | $743K | Hold |
3,193
| – | – | 0.21% | 67 |
|
|
2023
Q3 | $665K | Hold |
3,193
| – | – | 0.22% | 71 |
|
|
2023
Q2 | $703K | Hold |
3,193
| – | – | 0.23% | 74 |
|
|
2023
Q1 | $673K | Hold |
3,193
| – | – | 0.25% | 73 |
|
|
2022
Q4 | $651K | Hold |
3,193
| – | – | 0.27% | 73 |
|
|
2022
Q3 | $600K | Sell |
3,193
-1,716
| -35% | -$322K | 0.3% | 68 |
|
|
2022
Q2 | $967K | Buy |
4,909
+1,716
| +54% | +$338K | 0.45% | 47 |
|
|
2022
Q1 | $759K | Hold |
3,193
| – | – | 0.36% | 58 |
|
|
2021
Q4 | $813K | Buy |
+3,193
| New | +$813K | 0.45% | 52 |
|