Sightline Wealth 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 | $659K | Sell |
2,354
-246
| -9% | -$68.8K | 0.32% | 46 |
|
|
2025
Q1 | $672K | Sell |
2,600
-317
| -11% | -$82K | 0.35% | 44 |
|
|
2024
Q4 | $771K | Sell |
2,917
-1,266
| -30% | -$334K | 0.42% | 40 |
|
|
2024
Q3 | $1.1M | Sell |
4,183
-857
| -17% | -$226K | 0.61% | 34 |
|
|
2024
Q2 | $1.22M | Sell |
5,040
-655
| -12% | -$159K | 0.76% | 28 |
|
|
2024
Q1 | $1.42M | Sell |
5,695
-2,540
| -31% | -$635K | 0.94% | 25 |
|
|
2023
Q4 | $1.92M | Sell |
8,235
-468
| -5% | -$109K | 1.46% | 16 |
|
|
2023
Q3 | $1.81M | Sell |
8,703
-5,212
| -37% | -$1.09M | 1.69% | 15 |
|
|
2023
Q2 | $2.93M | Buy |
13,915
+1,133
| +9% | +$239K | 2.92% | 9 |
|
|
2023
Q1 | $2.7M | Sell |
12,782
-500
| -4% | -$105K | 2.75% | 9 |
|
|
2022
Q4 | $2.71M | Buy |
13,282
+107
| +0.8% | +$21.8K | 2.92% | 9 |
|
|
2022
Q3 | $2.55M | Sell |
13,175
-256
| -2% | -$49.5K | 3% | 9 |
|
|
2022
Q2 | $2.63M | Sell |
13,431
-1,029
| -7% | -$202K | 2.57% | 11 |
|
|
2022
Q1 | $3.44M | Sell |
14,460
-301
| -2% | -$71.6K | 2.86% | 10 |
|
|
2021
Q4 | $3.77M | Buy |
14,761
+103
| +0.7% | +$26.3K | 3.37% | 7 |
|
|
2021
Q3 | $3.47M | Buy |
14,658
+744
| +5% | +$176K | 2.89% | 10 |
|
|
2021
Q2 | $3.3M | Sell |
13,914
-2,060
| -13% | -$489K | 2.73% | 12 |
|
|
2021
Q1 | $3.55M | Buy |
15,974
+45
| +0.3% | +$9.99K | 3.28% | 9 |
|
|
2020
Q4 | $3.29M | Buy |
+15,929
| New | +$3.29M | 3.25% | 10 |
|