Stone House Investment Management’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 | $601K | Sell |
2,148
-387
| -15% | -$108K | 0.11% | 38 |
|
|
2025
Q1 | $656K | Buy |
2,535
+225
| +10% | +$58.2K | 0.13% | 40 |
|
|
2024
Q4 | $610K | Buy |
2,310
+486
| +27% | +$128K | 0.16% | 35 |
|
|
2024
Q3 | $481K | Buy |
1,824
+168
| +10% | +$44.3K | 0.1% | 39 |
|
|
2024
Q2 | $401K | Buy |
1,656
+174
| +12% | +$42.1K | 0.1% | 38 |
|
|
2024
Q1 | $370K | Buy |
1,482
+165
| +13% | +$41.2K | 0.09% | 44 |
|
|
2023
Q4 | $306K | Buy |
1,317
+145
| +12% | +$33.7K | 0.11% | 37 |
|
|
2023
Q3 | $244K | Buy |
1,172
+142
| +14% | +$29.6K | 0.08% | 35 |
|
|
2023
Q2 | $227K | Buy |
1,030
+147
| +17% | +$32.3K | 0.08% | 34 |
|
|
2023
Q1 | $186K | Buy |
+883
| New | +$186K | 0.06% | 40 |
|