Simplicity Wealth’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 | $6.24M | Buy |
22,287
+11,252
| +102% | +$3.15M | 0.26% | 85 |
|
|
2025
Q1 | $2.85M | Buy |
11,035
+3,105
| +39% | +$803K | 0.22% | 112 |
|
|
2024
Q4 | $2.09M | Buy |
7,930
+1,631
| +26% | +$431K | 0.44% | 40 |
|
|
2024
Q3 | $1.66M | Sell |
6,299
-371,360
| -98% | -$98M | 0.15% | 128 |
|
|
2024
Q2 | $91.4M | Buy |
377,659
+23,259
| +7% | +$5.63M | 2.07% | 6 |
|
|
2024
Q1 | $88.6M | Buy |
354,400
+353,063
| +26,407% | +$88.2M | 2.11% | 7 |
|
|
2023
Q4 | $311K | Buy |
+1,337
| New | +$311K | 0.12% | 136 |
|