Stonegate Investment Group’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 | $3.52M | Sell |
12,577
-330
| -3% | -$92.3K | 0.09% | 94 |
|
|
2025
Q1 | $3.34M | Buy |
12,907
+3,157
| +32% | +$816K | 0.09% | 87 |
|
|
2024
Q4 | $2.58M | Buy |
9,750
+259
| +3% | +$68.4K | 0.07% | 107 |
|
|
2024
Q3 | $2.5M | Buy |
9,491
+3,846
| +68% | +$1.01M | 0.07% | 107 |
|
|
2024
Q2 | $1.37M | Buy |
5,645
+634
| +13% | +$153K | 0.04% | 141 |
|
|
2024
Q1 | $1.25M | Buy |
5,011
+617
| +14% | +$154K | 0.04% | 145 |
|
|
2023
Q4 | $1.02M | Buy |
4,394
+279
| +7% | +$64.9K | 0.03% | 154 |
|
|
2023
Q3 | $857K | Buy |
4,115
+116
| +3% | +$24.2K | 0.03% | 164 |
|
|
2023
Q2 | $880K | Buy |
3,999
+272
| +7% | +$59.9K | 0.03% | 172 |
|
|
2023
Q1 | $786K | Buy |
3,727
+358
| +11% | +$75.5K | 0.03% | 173 |
|
|
2022
Q4 | $687K | Buy |
3,369
+89
| +3% | +$18.1K | 0.03% | 179 |
|
|
2022
Q3 | $617K | Buy |
3,280
+56
| +2% | +$10.5K | 0.03% | 165 |
|
|
2022
Q2 | $635K | Sell |
3,224
-200
| -6% | -$39.4K | 0.03% | 165 |
|
|
2022
Q1 | $814K | Buy |
3,424
+716
| +26% | +$170K | 0.03% | 137 |
|
|
2021
Q4 | $690K | Buy |
+2,708
| New | +$690K | 0.03% | 152 |
|