Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Sell |
201,004
-11,708
| -6% | -$870K | 2.34% | 10 |
|
|
2025
Q4 | $15.4M | Sell |
212,712
-41,416
| -16% | -$3.01M | 2.48% | 9 |
|
|
2025
Q3 | $18.7M | Hold |
254,128
| – | – | 2.74% | 9 |
|
|
2025
Q2 | $17.8M | Sell |
254,128
-3,004
| -1% | -$197K | 2.67% | 9 |
|
|
2025
Q1 | $16.6M | Buy |
257,132
+12,712
| +5% | +$853K | 2.76% | 9 |
|
|
2024
Q4 | $16.1M | Buy |
244,420
+188
| +0.1% | +$12.8K | 2.66% | 8 |
|
|
2024
Q3 | $16.1M | Buy |
244,232
+764
| +0.3% | +$48K | 2.64% | 9 |
|
|
2024
Q2 | $14.7M | Sell |
243,468
-3,592
| -1% | -$218K | 2.6% | 9 |
|
|
2024
Q1 | $15.4M | Sell |
247,060
-592
| -0.2% | -$35K | 2.71% | 9 |
|
|
2023
Q4 | $14.4M | Sell |
247,652
-12,772
| -5% | -$682K | 2.8% | 9 |
|
|
2023
Q3 | $13.6M | Buy |
260,424
+568
| +0.2% | +$31.1K | 2.81% | 6 |
|
|
2023
Q2 | $14.3M | Sell |
259,856
-9,832
| -4% | -$515K | 2.78% | 7 |
|
|
2023
Q1 | $14.2M | Sell |
269,688
-2,612
| -1% | -$139K | 2.87% | 7 |
|
|
2022
Q4 | $13.9M | Buy |
272,300
+8,856
| +3% | +$451K | 3.04% | 7 |
|
|
2022
Q3 | $13M | Sell |
263,444
-128
| -0% | -$6.69K | 3.08% | 7 |
|
|
2022
Q2 | $13M | Sell |
263,572
-5,952
| -2% | -$322K | 2.91% | 7 |
|
|
2022
Q1 | $16M | Sell |
269,524
-15,964
| -6% | -$937K | 3.25% | 7 |
|
|
2021
Q4 | $18.2M | Sell |
285,488
-2,668
| -0.9% | -$167K | 3.13% | 8 |
|
|
2021
Q3 | $17.1M | Sell |
288,156
-5,364
| -2% | -$324K | 3.12% | 8 |
|
|
2021
Q2 | $17.4M | Sell |
293,520
-1,656
| -0.6% | -$96K | 3.11% | 8 |
|
|
2021
Q1 | $16.3M | Sell |
295,176
-780
| -0.3% | -$42.3K | 3.21% | 8 |
|
|
2020
Q4 | $15.3M | Sell |
295,956
-1,268
| -0.4% | -$61.4K | 3.2% | 8 |
|
|
2020
Q3 | $13.1M | Sell |
297,224
-3,504
| -1% | -$153K | 3.19% | 8 |
|
|
2020
Q2 | $12.3M | Buy |
300,728
+29,496
| +11% | +$1.13M | 3.19% | 7 |
|
|
2020
Q1 | $8.93M | Buy |
+271,232
| New | +$11.2M | 2.89% | 9 |
|
|
2018
Q4 | – | Sell |
-8
| Closed | – | – | 643 |
|
|
2018
Q3 | $0 | Sell |
8
-176
| -96% | -$7.18K | ﹤0.01% | 636 |
|
|
2018
Q2 | $7K | Hold |
184
| – | – | ﹤0.01% | 363 |
|
|
2018
Q1 | $7K | Hold |
184
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $7K | Buy |
+184
| New | +$6.95K | ﹤0.01% | 368 |
|
|
2014
Q2 | – | Sell |
-220
| Closed | -$6K | – | 536 |
|
|
2014
Q1 | $6K | Hold |
220
| – | – | 0.01% | 316 |
|
|
2013
Q4 | $6K | Buy |
+220
| New | +$5.86K | 0.01% | 354 |
|
Other funds holding VO
