TAP Consulting’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $613K | Sell |
9,288
-532
| -5% | -$36.1K | 0.13% | 113 |
|
|
2024
Q3 | $648K | Buy |
9,820
+40
| +0.4% | +$2.51K | 0.13% | 116 |
|
|
2024
Q2 | $592K | Buy |
9,780
+252
| +3% | +$15.3K | 0.12% | 121 |
|
|
2024
Q1 | $595K | Sell |
9,528
-692
| -7% | -$40.9K | 0.13% | 116 |
|
|
2023
Q4 | $594K | Sell |
10,220
-4,156
| -29% | -$222K | 0.14% | 100 |
|
|
2023
Q3 | $748K | Sell |
14,376
-4,784
| -25% | -$262K | 0.19% | 97 |
|
|
2023
Q2 | $1.05M | Sell |
19,160
-132
| -0.7% | -$6.92K | 0.26% | 91 |
|
|
2023
Q1 | $1.02M | Sell |
19,292
-20
| -0.1% | -$1.06K | 0.25% | 89 |
|
|
2022
Q4 | $984K | Sell |
19,312
-1,072
| -5% | -$54.6K | 0.26% | 78 |
|
|
2022
Q3 | $958K | Sell |
20,384
-6,600
| -24% | -$345K | 0.26% | 74 |
|
|
2022
Q2 | $1.33M | Buy |
26,984
+76
| +0.3% | +$4.11K | 0.37% | 65 |
|
|
2022
Q1 | $1.6M | Buy |
26,908
+72
| +0.3% | +$4.22K | 0.42% | 54 |
|
|
2021
Q4 | $1.71M | Sell |
26,836
-320
| -1% | -$20.1K | 0.39% | 61 |
|
|
2021
Q3 | $1.61M | Sell |
27,156
-8
| -0% | -$483 | 0.43% | 63 |
|
|
2021
Q2 | $1.61M | Sell |
27,164
-9,304
| -26% | -$539K | 0.45% | 59 |
|
|
2021
Q1 | $2.02M | Sell |
36,468
-6,964
| -16% | -$378K | 0.63% | 45 |
|
|
2020
Q4 | $2.25M | Sell |
43,432
-4,740
| -10% | -$230K | 0.81% | 45 |
|
|
2020
Q3 | $2.12M | Sell |
48,172
-7,812
| -14% | -$340K | 0.83% | 40 |
|
|
2020
Q2 | $2.29M | Sell |
55,984
-24,536
| -30% | -$940K | 1.13% | 36 |
|
|
2020
Q1 | $2.65M | Sell |
80,520
-1,060
| -1% | -$43.9K | 1.78% | 16 |
|
|
2019
Q4 | $3.63M | Sell |
81,580
-668
| -0.8% | -$28.7K | 2.02% | 13 |
|
|
2019
Q3 | $3.45M | Buy |
+82,248
| New | +$3.44M | 2.04% | 12 |
|
|
2019
Q1 | $4.12M | Buy |
+102,604
| New | +$3.95M | 3.12% | 8 |
|