SPP
Single Point Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
64,110
+4,851
| +8% | +$1.36M | 3.94% | 6 |
|
|
2025
Q1 | $15.3M | Buy |
59,259
+1,731
| +3% | +$448K | 3.6% | 7 |
|
|
2024
Q4 | $15.2M | Buy |
+57,528
| New | +$15.2M | 3.5% | 7 |
|
|
2024
Q2 | – | Sell |
-63,041
| Closed | -$15.8M | – | 72 |
|
|
2024
Q1 | $15.8M | Sell |
63,041
-603
| -0.9% | -$151K | 3.66% | 6 |
|
|
2023
Q4 | $14.8M | Sell |
63,644
-8,628
| -12% | -$2.01M | 3.69% | 6 |
|
|
2023
Q3 | $15.1M | Buy |
+72,272
| New | +$15.1M | 3.95% | 6 |
|
|
2023
Q2 | – | Sell |
-81,408
| Closed | -$17.2M | – | 158 |
|
|
2023
Q1 | $17.2M | Buy |
81,408
+8,016
| +11% | +$1.69M | 3.75% | 6 |
|
|
2022
Q4 | $15M | Buy |
73,392
+8,233
| +13% | +$1.68M | 3.6% | 6 |
|
|
2022
Q3 | $12.2M | Sell |
65,159
-10,598
| -14% | -$1.99M | 3.36% | 7 |
|
|
2022
Q2 | $14.9M | Buy |
75,757
+6,156
| +9% | +$1.21M | 4.07% | 5 |
|
|
2022
Q1 | $16.6M | Buy |
69,601
+2,557
| +4% | +$608K | 4.22% | 5 |
|
|
2021
Q4 | $17.1M | Buy |
+67,044
| New | +$17.1M | 4.58% | 5 |
|
|
2021
Q2 | – | Sell |
-54,073
| Closed | -$12.1M | – | 93 |
|
|
2021
Q1 | $12.1M | Buy |
54,073
+11,524
| +27% | +$2.59M | 4.44% | 6 |
|
|
2020
Q4 | $8.8M | Buy |
42,549
+1,161
| +3% | +$240K | 3.96% | 7 |
|
|
2020
Q3 | $7.3M | Buy |
41,388
+156
| +0.4% | +$27.5K | 3.88% | 7 |
|
|
2020
Q2 | $6.76M | Buy |
41,232
+4,581
| +12% | +$751K | 3.93% | 6 |
|
|
2020
Q1 | $4.83M | Buy |
36,651
+19,591
| +115% | +$2.58M | 3.34% | 7 |
|
|
2019
Q4 | $3.04M | Buy |
+17,060
| New | +$3.04M | 1.84% | 12 |
|