Sound Income Strategies’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 | $1.02M | Sell |
3,658
-238
| -6% | -$66.6K | 0.06% | 146 |
|
|
2025
Q1 | $1.01M | Buy |
3,896
+192
| +5% | +$49.7K | 0.06% | 145 |
|
|
2024
Q4 | $978K | Sell |
3,704
-138
| -4% | -$36.4K | 0.06% | 139 |
|
|
2024
Q3 | $1.01M | Buy |
3,842
+493
| +15% | +$130K | 0.07% | 135 |
|
|
2024
Q2 | $811K | Buy |
3,349
+142
| +4% | +$34.4K | 0.05% | 140 |
|
|
2024
Q1 | $801K | Buy |
3,207
+2,925
| +1,037% | +$731K | 0.06% | 136 |
|
|
2023
Q4 | $65.7K | Buy |
282
+229
| +432% | +$53.4K | 0.01% | 356 |
|
|
2023
Q3 | $11K | Sell |
53
-58
| -52% | -$12.1K | ﹤0.01% | 562 |
|
|
2023
Q2 | $24.4K | Buy |
111
+99
| +825% | +$21.8K | ﹤0.01% | 395 |
|
|
2023
Q1 | $2.53K | Sell |
12
-66
| -85% | -$13.9K | ﹤0.01% | 803 |
|
|
2022
Q4 | $15.9K | Buy |
78
+65
| +500% | +$13.2K | ﹤0.01% | 428 |
|
|
2022
Q3 | $2K | Buy |
13
+1
| +8% | +$154 | ﹤0.01% | 745 |
|
|
2022
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 758 |
|
|
2022
Q1 | $3K | Sell |
12
-9
| -43% | -$2.25K | ﹤0.01% | 695 |
|
|
2021
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $5K | Buy |
21
+12
| +133% | +$2.86K | ﹤0.01% | 607 |
|
|
2021
Q1 | $1.99K | Buy |
+9
| New | +$1.99K | ﹤0.01% | 765 |
|
|
2020
Q3 | – | Sell |
-17
| Closed | -$3K | – | 945 |
|
|
2020
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 615 |
|
|
2019
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 544 |
|
|
2019
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 522 |
|
|
2019
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 517 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 554 |
|
|
2018
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 520 |
|
|
2018
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 481 |
|
|
2018
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 455 |
|