Sittner & Nelson’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 | $232K | Buy |
829
+37
| +5% | +$10.4K | 0.09% | 131 |
|
|
2025
Q1 | $205K | Buy |
792
+57
| +8% | +$14.7K | 0.09% | 138 |
|
|
2024
Q4 | $194K | Hold |
735
| – | – | 0.08% | 131 |
|
|
2024
Q3 | $194K | Hold |
735
| – | – | 0.09% | 135 |
|
|
2024
Q2 | $178K | Sell |
735
-3
| -0.4% | -$726 | 0.09% | 121 |
|
|
2024
Q1 | $184K | Hold |
738
| – | – | 0.09% | 123 |
|
|
2023
Q4 | $172K | Buy |
738
+7
| +1% | +$1.63K | 0.09% | 122 |
|
|
2023
Q3 | $152K | Hold |
731
| – | – | 0.09% | 129 |
|
|
2023
Q2 | $161K | Buy |
731
+23
| +3% | +$5.06K | 0.09% | 124 |
|
|
2023
Q1 | $149K | Buy |
708
+144
| +26% | +$30.4K | 0.09% | 136 |
|
|
2022
Q4 | $115K | Buy |
564
+150
| +36% | +$30.6K | 0.07% | 152 |
|
|
2022
Q3 | $78K | Hold |
414
| – | – | 0.05% | 173 |
|
|
2022
Q2 | $82K | Hold |
414
| – | – | 0.05% | 168 |
|
|
2022
Q1 | $98K | Sell |
414
-300
| -42% | -$71K | 0.06% | 149 |
|
|
2021
Q4 | $182K | Buy |
714
+274
| +62% | +$69.8K | 0.11% | 110 |
|
|
2021
Q3 | $104K | Buy |
440
+325
| +283% | +$76.8K | 0.07% | 134 |
|
|
2021
Q2 | $27K | Hold |
115
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $25K | Hold |
115
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $24K | Buy |
+115
| New | +$24K | 0.02% | 213 |
|