Strategic Equity 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 | $910K | Sell |
3,253
-29,037
| -90% | -$8.13M | 0.33% | 32 |
|
|
2025
Q1 | $8.35M | Buy |
32,290
+28,609
| +777% | +$7.4M | 3.51% | 10 |
|
|
2024
Q4 | $972K | Buy |
3,681
+682
| +23% | +$180K | 0.41% | 25 |
|
|
2024
Q3 | $791K | Buy |
2,999
+985
| +49% | +$260K | 0.38% | 32 |
|
|
2024
Q2 | $488K | Buy |
2,014
+656
| +48% | +$159K | 0.32% | 28 |
|
|
2024
Q1 | $339K | Buy |
+1,358
| New | +$339K | 0.28% | 28 |
|
|
2022
Q4 | – | Sell |
-1,071
| Closed | -$201K | – | 41 |
|
|
2022
Q3 | $201K | Buy |
+1,071
| New | +$201K | 0.08% | 36 |
|