Strategic Wealth Partners’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 | $362K | Buy |
+1,294
| New | +$362K | 0.03% | 252 |
|
|
2024
Q4 | $357K | Buy |
1,292
+184
| +17% | +$50.9K | 0.03% | 245 |
|
|
2024
Q3 | $292K | Sell |
1,108
-100
| -8% | -$26.4K | 0.03% | 256 |
|
|
2024
Q2 | $292K | Sell |
1,208
-4
| -0.3% | -$968 | 0.03% | 247 |
|
|
2024
Q1 | $303K | Buy |
1,212
+60
| +5% | +$15K | 0.03% | 231 |
|
|
2023
Q4 | $268K | Sell |
1,152
-9
| -0.8% | -$2.09K | 0.03% | 232 |
|
|
2023
Q3 | $242K | Sell |
1,161
-11
| -0.9% | -$2.29K | 0.03% | 258 |
|
|
2023
Q2 | $258K | Buy |
1,172
+46
| +4% | +$10.1K | 0.03% | 258 |
|
|
2023
Q1 | $237K | Buy |
+1,126
| New | +$237K | 0.04% | 236 |
|
|
2022
Q2 | – | Sell |
-2,861
| Closed | -$680K | – | 289 |
|
|
2022
Q1 | $680K | Sell |
2,861
-35
| -1% | -$8.32K | 0.13% | 157 |
|
|
2021
Q4 | $738K | Sell |
2,896
-55
| -2% | -$14K | 0.14% | 167 |
|
|
2021
Q3 | $699K | Buy |
2,951
+60
| +2% | +$14.2K | 0.21% | 133 |
|
|
2021
Q2 | $686K | Buy |
+2,891
| New | +$686K | 0.22% | 116 |
|
|
2018
Q3 | – | Sell |
-129
| Closed | -$20K | – | 701 |
|
|
2018
Q2 | $20K | Hold |
129
| – | – | 0.01% | 399 |
|
|
2018
Q1 | $20K | Buy |
+129
| New | +$20K | 0.01% | 358 |
|