SkyOak 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 | $320K | Hold |
1,143
| – | – | 0.06% | 166 |
|
|
2025
Q1 | $296K | Sell |
1,143
-46
| -4% | -$11.9K | 0.06% | 172 |
|
|
2024
Q4 | $314K | Hold |
1,189
| – | – | 0.07% | 174 |
|
|
2024
Q3 | $314K | Hold |
1,189
| – | – | 0.07% | 158 |
|
|
2024
Q2 | $288K | Buy |
1,189
+27
| +2% | +$6.54K | 0.07% | 182 |
|
|
2024
Q1 | $290K | Sell |
1,162
-100
| -8% | -$25K | 0.07% | 195 |
|
|
2023
Q4 | $294K | Hold |
1,262
| – | – | 0.08% | 187 |
|
|
2023
Q3 | $263K | Hold |
1,262
| – | – | 0.08% | 187 |
|
|
2023
Q2 | $278K | Hold |
1,262
| – | – | 0.08% | 181 |
|
|
2023
Q1 | $266K | Sell |
1,262
-141
| -10% | -$29.7K | 0.08% | 174 |
|
|
2022
Q4 | $286K | Buy |
1,403
+100
| +8% | +$20.4K | 0.1% | 163 |
|
|
2022
Q3 | $245K | Hold |
1,303
| – | – | 0.09% | 176 |
|
|
2022
Q2 | $257K | Hold |
1,303
| – | – | 0.09% | 172 |
|
|
2022
Q1 | $310K | Hold |
1,303
| – | – | 0.09% | 174 |
|
|
2021
Q4 | $332K | Hold |
1,303
| – | – | 0.08% | 174 |
|
|
2021
Q3 | $308K | Hold |
1,303
| – | – | 0.08% | 169 |
|
|
2021
Q2 | $309K | Hold |
1,303
| – | – | 0.08% | 162 |
|
|
2021
Q1 | $304K | Sell |
1,303
-2,118
| -62% | -$494K | 0.08% | 167 |
|
|
2020
Q4 | $707K | Sell |
3,421
-10
| -0.3% | -$2.07K | 0.22% | 104 |
|
|
2020
Q3 | $605K | Sell |
3,431
-717
| -17% | -$126K | 0.22% | 107 |
|
|
2020
Q2 | $680K | Sell |
4,148
-68
| -2% | -$11.1K | 0.25% | 97 |
|
|
2020
Q1 | $555K | Buy |
4,216
+983
| +30% | +$129K | 0.28% | 83 |
|
|
2019
Q4 | $576K | Buy |
+3,233
| New | +$576K | 0.18% | 140 |
|