Smith Salley 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 | $394K | Hold |
1,407
| – | – | 0.02% | 194 |
|
|
2025
Q1 | $364K | Buy |
1,407
+109
| +8% | +$28.2K | 0.02% | 194 |
|
|
2024
Q4 | $343K | Buy |
1,298
+41
| +3% | +$10.8K | 0.02% | 197 |
|
|
2024
Q3 | $332K | Sell |
1,257
-98
| -7% | -$25.8K | 0.02% | 203 |
|
|
2024
Q2 | $328K | Sell |
1,355
-1,139
| -46% | -$276K | 0.02% | 195 |
|
|
2024
Q1 | $623K | Sell |
2,494
-1,873
| -43% | -$468K | 0.05% | 151 |
|
|
2023
Q4 | $1.02M | Sell |
4,367
-183
| -4% | -$42.6K | 0.07% | 138 |
|
|
2023
Q3 | $947K | Buy |
4,550
+130
| +3% | +$27.1K | 0.07% | 132 |
|
|
2023
Q2 | $973K | Sell |
4,420
-2,080
| -32% | -$458K | 0.07% | 128 |
|
|
2023
Q1 | $1.37M | Sell |
6,500
-858
| -12% | -$181K | 0.11% | 116 |
|
|
2022
Q4 | $1.5M | Buy |
7,358
+2,710
| +58% | +$552K | 0.13% | 111 |
|
|
2022
Q3 | $874K | Hold |
4,648
| – | – | 0.08% | 130 |
|
|
2022
Q2 | $916K | Sell |
4,648
-74
| -2% | -$14.6K | 0.08% | 133 |
|
|
2022
Q1 | $1.12M | Sell |
4,722
-61
| -1% | -$14.5K | 0.08% | 135 |
|
|
2021
Q4 | $1.22M | Buy |
4,783
+360
| +8% | +$91.7K | 0.09% | 137 |
|
|
2021
Q3 | $1.05M | Hold |
4,423
| – | – | 0.08% | 140 |
|
|
2021
Q2 | $1.05M | Buy |
4,423
+69
| +2% | +$16.4K | 0.09% | 139 |
|
|
2021
Q1 | $963K | Buy |
+4,354
| New | +$963K | 0.09% | 127 |
|
|
2014
Q3 | – | Sell |
-3,060
| Closed | -$363K | – | 189 |
|
|
2014
Q2 | $363K | Buy |
+3,060
| New | +$363K | 0.1% | 143 |
|