Stevens Capital 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 | $1.79M | Sell |
6,282
-45
| -0.7% | -$12.8K | 0.64% | 32 |
|
|
2025
Q1 | $1.64M | Sell |
6,327
-1,331
| -17% | -$344K | 0.77% | 26 |
|
|
2024
Q4 | $2.02M | Sell |
7,658
-112
| -1% | -$29.6K | 0.92% | 20 |
|
|
2024
Q3 | $2.05M | Sell |
7,770
-52
| -0.7% | -$13.7K | 0.98% | 20 |
|
|
2024
Q2 | $1.89M | Sell |
7,822
-135
| -2% | -$32.7K | 0.98% | 20 |
|
|
2024
Q1 | $1.99M | Sell |
7,957
-177
| -2% | -$44.2K | 1.18% | 17 |
|
|
2023
Q4 | $1.89M | Sell |
8,134
-1,883
| -19% | -$438K | 1.32% | 17 |
|
|
2023
Q3 | $2.09M | Buy |
10,017
+215
| +2% | +$44.8K | 1.67% | 13 |
|
|
2023
Q2 | $2.16M | Sell |
9,802
-13
| -0.1% | -$2.86K | 1.67% | 13 |
|
|
2023
Q1 | $2.07M | Sell |
9,815
-587
| -6% | -$124K | 1.74% | 13 |
|
|
2022
Q4 | $2.12M | Buy |
+10,402
| New | +$2.12M | 1.88% | 13 |
|