Scott Capital 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 | $12.8M | Sell |
45,256
-733
| -2% | -$208K | 3.47% | 9 |
|
2025
Q1 | $11.9M | Sell |
45,989
-2,748
| -6% | -$711K | 3.55% | 10 |
|
2024
Q4 | $12.9M | Buy |
48,737
+686
| +1% | +$181K | 3.7% | 9 |
|
2024
Q3 | $12.7M | Buy |
48,051
+362
| +0.8% | +$95.5K | 3.6% | 9 |
|
2024
Q2 | $11.5M | Buy |
47,689
+11,782
| +33% | +$2.85M | 3.4% | 9 |
|
2024
Q1 | $8.88M | Buy |
35,907
+374
| +1% | +$92.5K | 2.7% | 12 |
|
2023
Q4 | $8.27M | Sell |
35,533
-6,510
| -15% | -$1.51M | 2.77% | 12 |
|
2023
Q3 | $8.8M | Sell |
42,043
-563
| -1% | -$118K | 3.5% | 8 |
|
2023
Q2 | $9.38M | Buy |
42,606
+210
| +0.5% | +$46.2K | 4.04% | 7 |
|
2023
Q1 | $8.94M | Buy |
42,396
+132
| +0.3% | +$27.8K | 4.31% | 6 |
|
2022
Q4 | $8.61M | Buy |
42,264
+332
| +0.8% | +$67.7K | 4.88% | 5 |
|
2022
Q3 | $7.88M | Buy |
41,932
+402
| +1% | +$75.6K | 5.38% | 5 |
|
2022
Q2 | $8.18M | Sell |
41,530
-23,911
| -37% | -$4.71M | 5.54% | 5 |
|
2022
Q1 | $15.6M | Sell |
65,441
-18,805
| -22% | -$4.47M | 9.16% | 3 |
|
2021
Q4 | $21.5M | Buy |
+84,246
| New | +$21.5M | 13.08% | 3 |
|