Sequent Asset Management’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 | $612K | Hold |
2,187
| – | – | 0.49% | 37 |
|
|
2025
Q1 | $566K | Hold |
2,187
| – | – | 0.32% | 46 |
|
|
2024
Q4 | $578K | Hold |
2,187
| – | – | 0.28% | 43 |
|
|
2024
Q3 | $577K | Sell |
2,187
-2,187
| -50% | -$577K | 0.28% | 42 |
|
|
2024
Q2 | $1.06M | Buy |
4,374
+2,187
| +100% | +$529K | 0.53% | 28 |
|
|
2024
Q1 | $546K | Hold |
2,187
| – | – | 0.29% | 40 |
|
|
2023
Q4 | $509K | Buy |
+2,187
| New | +$509K | 0.29% | 40 |
|