SVB 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 | $1.23M | Buy |
+4,380
| New | +$1.23M | 0.07% | 214 |
|
|
2025
Q1 | – | Sell |
-18,132
| Closed | -$4.79M | – | 1796 |
|
|
2024
Q4 | $4.79M | Buy |
+18,132
| New | +$4.79M | 0.09% | 145 |
|
|
2024
Q3 | – | Sell |
-20,481
| Closed | -$4.96M | – | 597 |
|
|
2024
Q2 | $4.96M | Buy |
20,481
+485
| +2% | +$117K | 0.12% | 152 |
|
|
2024
Q1 | $5M | Buy |
19,996
+8,393
| +72% | +$2.1M | 0.11% | 166 |
|
|
2023
Q4 | $2.7M | Sell |
11,603
-12,334
| -52% | -$2.87M | 0.07% | 209 |
|
|
2023
Q3 | $4.98M | Sell |
23,937
-4,420
| -16% | -$920K | 0.11% | 153 |
|
|
2023
Q2 | $6.24M | Sell |
28,357
-8,642
| -23% | -$1.9M | 0.11% | 146 |
|
|
2023
Q1 | $7.8M | Sell |
36,999
-103
| -0.3% | -$21.7K | 0.11% | 141 |
|
|
2022
Q4 | $7.56M | Buy |
37,102
+13,730
| +59% | +$2.8M | 0.1% | 137 |
|
|
2022
Q3 | $4.39M | Buy |
23,372
+6,291
| +37% | +$1.18M | 0.06% | 176 |
|
|
2022
Q2 | $3.36M | Sell |
17,081
-7,435
| -30% | -$1.46M | 0.05% | 175 |
|
|
2022
Q1 | $5.83M | Buy |
24,516
+328
| +1% | +$78K | 0.08% | 142 |
|
|
2021
Q4 | $6.16M | Sell |
24,188
-25,244
| -51% | -$6.43M | 0.1% | 135 |
|
|
2021
Q3 | $11.7M | Buy |
49,432
+17,351
| +54% | +$4.11M | 0.15% | 109 |
|
|
2021
Q2 | $7.61M | Buy |
32,081
+2,836
| +10% | +$673K | 0.1% | 139 |
|
|
2021
Q1 | $6.47M | Buy |
29,245
+635
| +2% | +$141K | 0.09% | 145 |
|
|
2020
Q4 | $5.92M | Buy |
28,610
+2,133
| +8% | +$441K | 0.09% | 149 |
|
|
2020
Q3 | $4.67M | Buy |
26,477
+8,601
| +48% | +$1.52M | 0.08% | 150 |
|
|
2020
Q2 | $2.93M | Buy |
17,876
+10,694
| +149% | +$1.75M | 0.05% | 174 |
|
|
2020
Q1 | $945K | Sell |
7,182
-12,984
| -64% | -$1.71M | 0.02% | 238 |
|
|
2019
Q4 | $3.59M | Buy |
20,166
+8,261
| +69% | +$1.47M | 0.07% | 157 |
|
|
2019
Q3 | $2M | Buy |
11,905
+7,182
| +152% | +$1.2M | 0.04% | 206 |
|
|
2019
Q2 | $789K | Buy |
+4,723
| New | +$789K | 0.03% | 315 |
|