Stillwater Capital Advisors’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 | $1.29M | Buy |
4,615
+12
| +0.3% | +$3.36K | 0.16% | 43 |
|
2025
Q1 | $1.19M | Buy |
4,603
+23
| +0.5% | +$5.95K | 0.17% | 44 |
|
2024
Q4 | $1.21M | Sell |
4,580
-420
| -8% | -$111K | 0.15% | 47 |
|
2024
Q3 | $1.32M | Buy |
+5,000
| New | +$1.32M | 0.17% | 46 |
|
2024
Q2 | – | Sell |
-5,109
| Closed | -$1.28M | – | 69 |
|
2024
Q1 | $1.28M | Sell |
5,109
-20
| -0.4% | -$5K | 0.19% | 46 |
|
2023
Q4 | $1.19M | Buy |
5,129
+825
| +19% | +$192K | 0.19% | 49 |
|
2023
Q3 | $896K | Sell |
4,304
-180
| -4% | -$37.5K | 0.16% | 51 |
|
2023
Q2 | $987K | Buy |
4,484
+344
| +8% | +$75.7K | 0.17% | 51 |
|
2023
Q1 | $873K | Sell |
4,140
-965
| -19% | -$204K | 0.17% | 48 |
|
2022
Q4 | $1.04M | Buy |
5,105
+8
| +0.2% | +$1.63K | 0.22% | 46 |
|
2022
Q3 | $958K | Sell |
5,097
-53
| -1% | -$9.96K | 0.22% | 48 |
|
2022
Q2 | $1.01M | Sell |
5,150
-85
| -2% | -$16.7K | 0.19% | 51 |
|
2022
Q1 | $1.25M | Sell |
5,235
-65
| -1% | -$15.5K | 0.2% | 48 |
|
2021
Q4 | $1.35M | Hold |
5,300
| – | – | 0.21% | 47 |
|
2021
Q3 | $1.26M | Sell |
5,300
-95
| -2% | -$22.5K | 0.21% | 48 |
|
2021
Q2 | $1.28M | Buy |
5,395
+425
| +9% | +$101K | 0.21% | 48 |
|
2021
Q1 | $1.1M | Sell |
4,970
-670
| -12% | -$148K | 0.2% | 50 |
|
2020
Q4 | $1.17M | Buy |
5,640
+300
| +6% | +$62K | 0.22% | 48 |
|
2020
Q3 | $941K | Hold |
5,340
| – | – | 0.21% | 48 |
|
2020
Q2 | $875K | Sell |
5,340
-2,045
| -28% | -$335K | 0.21% | 47 |
|
2020
Q1 | $972K | Hold |
7,385
| – | – | 0.29% | 45 |
|
2019
Q4 | $1.32M | Buy |
7,385
+265
| +4% | +$47.2K | 0.3% | 46 |
|
2019
Q3 | $1.19M | Sell |
7,120
-5,243
| -42% | -$878K | 0.3% | 46 |
|
2019
Q2 | $2.07M | Sell |
12,363
-12,152
| -50% | -$2.03M | 0.51% | 42 |
|
2019
Q1 | $3.94M | Buy |
24,515
+968
| +4% | +$156K | 0.86% | 35 |
|
2018
Q4 | $3.25M | Buy |
23,547
+11,089
| +89% | +$1.53M | 0.81% | 35 |
|
2018
Q3 | $2.05M | Buy |
12,458
+4,800
| +63% | +$788K | 0.42% | 46 |
|
2018
Q2 | $1.21M | Sell |
7,658
-120
| -2% | -$18.9K | 0.29% | 50 |
|
2018
Q1 | $1.2M | Hold |
7,778
| – | – | 0.29% | 49 |
|
2017
Q4 | $1.2M | Sell |
7,778
-117
| -1% | -$18.1K | 0.28% | 51 |
|
2017
Q3 | $1.16M | Buy |
7,895
+4,195
| +113% | +$617K | 0.3% | 50 |
|
2017
Q2 | $527K | Hold |
3,700
| – | – | 0.13% | 64 |
|
2017
Q1 | $515K | Hold |
3,700
| – | – | 0.14% | 63 |
|
2016
Q4 | $487K | Hold |
3,700
| – | – | 0.13% | 63 |
|
2016
Q3 | $479K | Hold |
3,700
| – | – | 0.14% | 62 |
|
2016
Q2 | $457K | Hold |
3,700
| – | – | 0.14% | 62 |
|
2016
Q1 | $449K | Sell |
3,700
-5,775
| -61% | -$701K | 0.13% | 62 |
|
2015
Q4 | $1.14M | Hold |
9,475
| – | – | 0.35% | 43 |
|
2015
Q3 | $1.11M | Hold |
9,475
| – | – | 0.38% | 38 |
|
2015
Q2 | $1.21M | Sell |
9,475
-75
| -0.8% | -$9.55K | 0.35% | 40 |
|
2015
Q1 | $1.27M | Hold |
9,550
| – | – | 0.39% | 37 |
|
2014
Q4 | $1.18M | Hold |
9,550
| – | – | 0.35% | 39 |
|
2014
Q3 | $1.12M | Hold |
9,550
| – | – | 0.37% | 41 |
|
2014
Q2 | $1.13M | Buy |
9,550
+300
| +3% | +$35.6K | 0.39% | 41 |
|
2014
Q1 | $1.05M | Hold |
9,250
| – | – | 0.38% | 41 |
|
2013
Q4 | $1.02M | Buy |
+9,250
| New | +$1.02M | 0.39% | 39 |
|