Shira Ridge Wealth 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 | $496K | Sell |
1,772
-20
| -1% | -$5.6K | 0.23% | 50 |
|
|
2025
Q1 | $463K | Hold |
1,792
| – | – | 0.23% | 49 |
|
|
2024
Q4 | $473K | Hold |
1,792
| – | – | 0.23% | 51 |
|
|
2024
Q3 | $473K | Hold |
1,792
| – | – | 0.24% | 56 |
|
|
2024
Q2 | $434K | Hold |
1,792
| – | – | 0.24% | 56 |
|
|
2024
Q1 | $448K | Hold |
1,792
| – | – | 0.26% | 55 |
|
|
2023
Q4 | $417K | Sell |
1,792
-201
| -10% | -$46.8K | 0.25% | 53 |
|
|
2023
Q3 | $415K | Sell |
1,993
-24
| -1% | -$5K | 0.27% | 50 |
|
|
2023
Q2 | $444K | Sell |
2,017
-50
| -2% | -$11K | 0.28% | 48 |
|
|
2023
Q1 | $436K | Sell |
2,067
-8
| -0.4% | -$1.69K | 0.29% | 50 |
|
|
2022
Q4 | $423K | Buy |
+2,075
| New | +$423K | 0.29% | 48 |
|