Stokes Family Office’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 | $532K | Hold |
1,902
| – | – | 0.06% | 159 |
|
|
2025
Q1 | $492K | Sell |
1,902
-60
| -3% | -$15.5K | 0.06% | 160 |
|
|
2024
Q4 | $518K | Buy |
1,962
+128
| +7% | +$33.8K | 0.06% | 160 |
|
|
2024
Q3 | $484K | Buy |
1,834
+86
| +5% | +$22.7K | 0.05% | 156 |
|
|
2024
Q2 | $423K | Hold |
1,748
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $437K | Sell |
1,748
-150
| -8% | -$37.5K | 0.05% | 156 |
|
|
2023
Q4 | $442K | Sell |
1,898
-947
| -33% | -$220K | 0.06% | 148 |
|
|
2023
Q3 | $593K | Buy |
2,845
+344
| +14% | +$71.6K | 0.07% | 170 |
|
|
2023
Q2 | $551K | Sell |
2,501
-496
| -17% | -$109K | 0.06% | 166 |
|
|
2023
Q1 | $632K | Buy |
2,997
+566
| +23% | +$119K | 0.08% | 151 |
|
|
2022
Q4 | $496K | Hold |
2,431
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $457K | Sell |
2,431
-164
| -6% | -$30.8K | 0.07% | 164 |
|
|
2022
Q2 | $511K | Sell |
2,595
-3
| -0.1% | -$591 | 0.07% | 161 |
|
|
2022
Q1 | $618K | Sell |
2,598
-10
| -0.4% | -$2.38K | 0.08% | 147 |
|
|
2021
Q4 | $664K | Buy |
2,608
+13
| +0.5% | +$3.31K | 0.08% | 137 |
|
|
2021
Q3 | $614K | Buy |
2,595
+31
| +1% | +$7.34K | 0.09% | 130 |
|
|
2021
Q2 | $609K | Buy |
2,564
+60
| +2% | +$14.3K | 0.09% | 125 |
|
|
2021
Q1 | $554K | Buy |
2,504
+105
| +4% | +$23.2K | 0.09% | 127 |
|
|
2020
Q4 | $496K | Buy |
2,399
+76
| +3% | +$15.7K | 0.1% | 111 |
|
|
2020
Q3 | $410K | Buy |
+2,323
| New | +$410K | 0.09% | 110 |
|