Smith & Howard Wealth Management’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 | $12.1M | Buy |
43,284
+2,308
| +6% | +$646K | 3.07% | 11 |
|
|
2025
Q1 | $10.6M | Buy |
40,976
+5,997
| +17% | +$1.55M | 2.89% | 10 |
|
|
2024
Q4 | $9.24M | Sell |
34,979
-341
| -1% | -$90.1K | 2.61% | 12 |
|
|
2024
Q3 | $9.32M | Buy |
35,320
+529
| +2% | +$140K | 2.62% | 12 |
|
|
2024
Q2 | $8.42M | Buy |
34,791
+360
| +1% | +$87.2K | 2.5% | 12 |
|
|
2024
Q1 | $8.6M | Sell |
34,431
-1,570
| -4% | -$392K | 2.65% | 11 |
|
|
2023
Q4 | $8.38M | Buy |
36,001
+582
| +2% | +$135K | 2.96% | 11 |
|
|
2023
Q3 | $7.38M | Sell |
35,419
-1,788
| -5% | -$372K | 2.59% | 10 |
|
|
2023
Q2 | $8.19M | Buy |
37,207
+346
| +0.9% | +$76.2K | 2.88% | 10 |
|
|
2023
Q1 | $7.77M | Sell |
36,861
-1,868
| -5% | -$394K | 2.68% | 11 |
|
|
2022
Q4 | $7.89M | Buy |
38,729
+1,362
| +4% | +$278K | 3.02% | 9 |
|
|
2022
Q3 | $7.02M | Buy |
37,367
+4,933
| +15% | +$927K | 2.99% | 11 |
|
|
2022
Q2 | $6.39M | Buy |
32,434
+5,318
| +20% | +$1.05M | 2.7% | 11 |
|
|
2022
Q1 | $6.45M | Buy |
27,116
+3,131
| +13% | +$745K | 2.71% | 10 |
|
|
2021
Q4 | $6.11M | Sell |
23,985
-557
| -2% | -$142K | 2.77% | 11 |
|
|
2021
Q3 | $5.81M | Sell |
24,542
-487
| -2% | -$115K | 2.74% | 10 |
|
|
2021
Q2 | $5.94M | Sell |
25,029
-612
| -2% | -$145K | 2.82% | 10 |
|
|
2021
Q1 | $5.68M | Buy |
25,641
+288
| +1% | +$63.7K | 2.85% | 11 |
|
|
2020
Q4 | $5.24M | Buy |
25,353
+1,160
| +5% | +$240K | 2.79% | 11 |
|
|
2020
Q3 | $4.26M | Buy |
24,193
+1,071
| +5% | +$189K | 2.51% | 12 |
|
|
2020
Q2 | $3.79M | Buy |
23,122
+7,589
| +49% | +$1.24M | 2.36% | 14 |
|
|
2020
Q1 | $2.05M | Buy |
15,533
+7,363
| +90% | +$969K | 1.3% | 19 |
|
|
2019
Q4 | $1.46M | Buy |
8,170
+2,328
| +40% | +$415K | 0.5% | 29 |
|
|
2019
Q3 | $979K | Buy |
+5,842
| New | +$979K | 0.39% | 31 |
|