Strategic Family Wealth Counselors’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 | $2.88M | Sell |
10,290
-574
| -5% | -$161K | 0.82% | 35 |
|
|
2025
Q1 | $2.81M | Sell |
10,864
-155
| -1% | -$40.1K | 0.91% | 35 |
|
|
2024
Q4 | $2.91M | Buy |
11,019
+315
| +3% | +$83.2K | 0.95% | 33 |
|
|
2024
Q3 | $2.82M | Buy |
10,704
+8
| +0.1% | +$2.11K | 0.99% | 32 |
|
|
2024
Q2 | $2.59M | Buy |
10,696
+871
| +9% | +$211K | 0.98% | 31 |
|
|
2024
Q1 | $2.45M | Buy |
9,825
+195
| +2% | +$48.7K | 0.97% | 31 |
|
|
2023
Q4 | $2.24M | Buy |
9,630
+138
| +1% | +$32.1K | 0.94% | 30 |
|
|
2023
Q3 | $1.98M | Sell |
9,492
-224
| -2% | -$46.6K | 0.95% | 30 |
|
|
2023
Q2 | $2.14M | Buy |
9,716
+130
| +1% | +$28.6K | 0.98% | 29 |
|
|
2023
Q1 | $2.02M | Buy |
9,586
+95
| +1% | +$20K | 0.96% | 28 |
|
|
2022
Q4 | $1.93M | Buy |
9,491
+736
| +8% | +$150K | 0.96% | 35 |
|
|
2022
Q3 | $1.65M | Buy |
8,755
+492
| +6% | +$92.5K | 0.81% | 30 |
|
|
2022
Q2 | $1.63M | Sell |
8,263
-20
| -0.2% | -$3.94K | 0.78% | 32 |
|
|
2022
Q1 | $1.97M | Sell |
8,283
-865
| -9% | -$206K | 0.79% | 30 |
|
|
2021
Q4 | $2.33M | Buy |
9,148
+3,481
| +61% | +$887K | 0.75% | 32 |
|
|
2021
Q3 | $1.34M | Buy |
5,667
+350
| +7% | +$82.9K | 0.46% | 34 |
|
|
2021
Q2 | $1.26M | Sell |
5,317
-137
| -3% | -$32.5K | 0.41% | 34 |
|
|
2021
Q1 | $1.21M | Buy |
5,454
+2
| +0% | +$443 | 0.46% | 34 |
|
|
2020
Q4 | $1.13M | Buy |
5,452
+159
| +3% | +$32.9K | 0.58% | 32 |
|
|
2020
Q3 | $933K | Buy |
5,293
+614
| +13% | +$108K | 0.52% | 33 |
|
|
2020
Q2 | $767K | Buy |
4,679
+1,769
| +61% | +$290K | 0.48% | 37 |
|
|
2020
Q1 | $383K | Sell |
2,910
-3,711
| -56% | -$488K | 0.29% | 45 |
|
|
2019
Q4 | $1.18M | Buy |
6,621
+1,134
| +21% | +$202K | 0.95% | 25 |
|
|
2019
Q3 | $920K | Hold |
5,487
| – | – | 0.7% | 27 |
|
|
2019
Q2 | $917K | Hold |
5,487
| – | – | 0.71% | 27 |
|
|
2019
Q1 | $882K | Buy |
5,487
+2,774
| +102% | +$446K | 0.71% | 26 |
|
|
2018
Q4 | $375K | Buy |
+2,713
| New | +$375K | 0.42% | 41 |
|