Seven Post Investment Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,415
| Closed | -$2.6M | – | 59 |
|
|
2024
Q1 | $2.6M | Hold |
10,415
| – | – | 0.64% | 19 |
|
|
2023
Q4 | $2.42M | Hold |
10,415
| – | – | 0.61% | 20 |
|
|
2023
Q3 | $2.17M | Hold |
10,415
| – | – | 0.6% | 20 |
|
|
2023
Q2 | $2.29M | Hold |
10,415
| – | – | 0.7% | 18 |
|
|
2023
Q1 | $2.2M | Hold |
10,415
| – | – | 0.79% | 17 |
|
|
2022
Q4 | $2.12M | Hold |
10,415
| – | – | 0.75% | 18 |
|
|
2022
Q3 | $1.96M | Buy |
10,415
+8,718
| +514% | +$1.64M | 0.76% | 16 |
|
|
2022
Q2 | $334K | Sell |
1,697
-8,769
| -84% | -$1.73M | 0.12% | 38 |
|
|
2022
Q1 | $2.49M | Hold |
10,466
| – | – | 0.76% | 16 |
|
|
2021
Q4 | $2.67M | Hold |
10,466
| – | – | 0.72% | 16 |
|
|
2021
Q3 | $2.48M | Buy |
10,466
+1,673
| +19% | +$396K | 0.77% | 16 |
|
|
2021
Q2 | $2.09M | Hold |
8,793
| – | – | 0.63% | 15 |
|
|
2021
Q1 | $1.95M | Buy |
8,793
+7,096
| +418% | +$1.57M | 0.68% | 17 |
|
|
2020
Q4 | $351K | Buy |
+1,697
| New | +$351K | 0.14% | 33 |
|