StrongBox Wealth’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 | $968K | Sell |
3,460
-112
| -3% | -$31.3K | 0.37% | 51 |
|
|
2025
Q1 | $924K | Sell |
3,572
-234
| -6% | -$60.5K | 0.39% | 50 |
|
|
2024
Q4 | $1.01M | Sell |
3,806
-275
| -7% | -$72.6K | 0.43% | 46 |
|
|
2024
Q3 | $1.08M | Buy |
4,081
+55
| +1% | +$14.5K | 0.46% | 47 |
|
|
2024
Q2 | $975K | Sell |
4,026
-4,283
| -52% | -$1.04M | 0.46% | 47 |
|
|
2024
Q1 | $2.08M | Buy |
8,309
+563
| +7% | +$141K | 1.09% | 30 |
|
|
2023
Q4 | $1.8M | Buy |
7,746
+190
| +3% | +$44.2K | 1.05% | 31 |
|
|
2023
Q3 | $1.57M | Buy |
7,556
+166
| +2% | +$34.6K | 1% | 36 |
|
|
2023
Q2 | $1.63M | Buy |
7,390
+191
| +3% | +$42.1K | 1.03% | 33 |
|
|
2023
Q1 | $1.52M | Buy |
7,199
+139
| +2% | +$29.3K | 1.02% | 35 |
|
|
2022
Q4 | $1.44M | Buy |
7,060
+355
| +5% | +$72.4K | 1.02% | 36 |
|
|
2022
Q3 | $1.26M | Sell |
6,705
-1,129
| -14% | -$212K | 0.91% | 38 |
|
|
2022
Q2 | $1.54M | Sell |
7,834
-4,291
| -35% | -$845K | 1% | 34 |
|
|
2022
Q1 | $2.88M | Sell |
12,125
-764
| -6% | -$182K | 1.64% | 19 |
|
|
2021
Q4 | $3.28M | Buy |
12,889
+370
| +3% | +$94.3K | 1.64% | 22 |
|
|
2021
Q3 | $2.96M | Sell |
12,519
-216
| -2% | -$51.1K | 1.66% | 20 |
|
|
2021
Q2 | $3.02M | Sell |
12,735
-1,254
| -9% | -$298K | 1.73% | 19 |
|
|
2021
Q1 | $3.1M | Buy |
13,989
+1,591
| +13% | +$352K | 1.92% | 17 |
|
|
2020
Q4 | $2.56M | Buy |
12,398
+964
| +8% | +$199K | 1.66% | 20 |
|
|
2020
Q3 | $2.02M | Buy |
11,434
+6,345
| +125% | +$1.12M | 1.48% | 22 |
|
|
2020
Q2 | $834K | Buy |
+5,089
| New | +$834K | 0.76% | 40 |
|