Southland Equity Partners’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 | $1.28M | Sell |
4,583
-67
| -1% | -$18.7K | 0.28% | 70 |
|
|
2025
Q1 | $1.2M | Buy |
4,650
+56
| +1% | +$14.5K | 0.28% | 68 |
|
|
2024
Q4 | $1.21M | Buy |
4,594
+16
| +0.3% | +$4.23K | 0.28% | 67 |
|
|
2024
Q3 | $1.21M | Sell |
4,578
-140
| -3% | -$36.9K | 0.29% | 65 |
|
|
2024
Q2 | $1.14M | Sell |
4,718
-956
| -17% | -$231K | 0.33% | 60 |
|
|
2024
Q1 | $1.42M | Buy |
5,674
+437
| +8% | +$109K | 0.4% | 45 |
|
|
2023
Q4 | $1.22M | Sell |
5,237
-36
| -0.7% | -$8.38K | 0.38% | 46 |
|
|
2023
Q3 | $1.1M | Buy |
5,273
+178
| +3% | +$37.1K | 0.38% | 48 |
|
|
2023
Q2 | $1.12M | Sell |
5,095
-26
| -0.5% | -$5.72K | 0.38% | 49 |
|
|
2023
Q1 | $1.08M | Buy |
5,121
+34
| +0.7% | +$7.17K | 0.42% | 47 |
|
|
2022
Q4 | $1.04M | Sell |
5,087
-13
| -0.3% | -$2.65K | 0.4% | 43 |
|
|
2022
Q3 | $959K | Sell |
5,100
-193
| -4% | -$36.3K | 0.47% | 45 |
|
|
2022
Q2 | $1.04M | Buy |
5,293
+243
| +5% | +$47.9K | 0.48% | 43 |
|
|
2022
Q1 | $1.2M | Buy |
5,050
+579
| +13% | +$138K | 0.5% | 40 |
|
|
2021
Q4 | $1.14M | Buy |
4,471
+368
| +9% | +$93.8K | 0.47% | 41 |
|
|
2021
Q3 | $971K | Buy |
4,103
+77
| +2% | +$18.2K | 0.45% | 43 |
|
|
2021
Q2 | $956K | Buy |
4,026
+58
| +1% | +$13.8K | 0.45% | 45 |
|
|
2021
Q1 | $878K | Buy |
3,968
+257
| +7% | +$56.9K | 0.5% | 39 |
|
|
2020
Q4 | $767K | Buy |
+3,711
| New | +$767K | 0.52% | 44 |
|