Tarbox Family Office’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 | $17.8M | Sell |
63,532
-751
| -1% | -$210K | 2.67% | 9 |
|
|
2025
Q1 | $16.6M | Buy |
64,283
+3,178
| +5% | +$822K | 2.76% | 9 |
|
|
2024
Q4 | $16.1M | Buy |
61,105
+47
| +0.1% | +$12.4K | 2.66% | 8 |
|
|
2024
Q3 | $16.1M | Buy |
61,058
+191
| +0.3% | +$50.4K | 2.64% | 9 |
|
|
2024
Q2 | $14.7M | Sell |
60,867
-898
| -1% | -$217K | 2.6% | 9 |
|
|
2024
Q1 | $15.4M | Sell |
61,765
-148
| -0.2% | -$37K | 2.71% | 9 |
|
|
2023
Q4 | $14.4M | Sell |
61,913
-3,193
| -5% | -$743K | 2.8% | 9 |
|
|
2023
Q3 | $13.6M | Buy |
65,106
+142
| +0.2% | +$29.6K | 2.81% | 6 |
|
|
2023
Q2 | $14.3M | Sell |
64,964
-2,458
| -4% | -$541K | 2.78% | 7 |
|
|
2023
Q1 | $14.2M | Sell |
67,422
-653
| -1% | -$138K | 2.87% | 7 |
|
|
2022
Q4 | $13.9M | Buy |
68,075
+2,214
| +3% | +$451K | 3.04% | 7 |
|
|
2022
Q3 | $13M | Sell |
65,861
-32
| -0% | -$6.3K | 3.08% | 7 |
|
|
2022
Q2 | $13M | Sell |
65,893
-1,488
| -2% | -$293K | 2.91% | 7 |
|
|
2022
Q1 | $16M | Sell |
67,381
-3,991
| -6% | -$949K | 3.25% | 7 |
|
|
2021
Q4 | $18.2M | Sell |
71,372
-667
| -0.9% | -$170K | 3.13% | 8 |
|
|
2021
Q3 | $17.1M | Sell |
72,039
-1,341
| -2% | -$317K | 3.12% | 8 |
|
|
2021
Q2 | $17.4M | Sell |
73,380
-414
| -0.6% | -$98.3K | 3.11% | 8 |
|
|
2021
Q1 | $16.3M | Sell |
73,794
-195
| -0.3% | -$43.2K | 3.21% | 8 |
|
|
2020
Q4 | $15.3M | Sell |
73,989
-317
| -0.4% | -$65.5K | 3.2% | 8 |
|
|
2020
Q3 | $13.1M | Sell |
74,306
-876
| -1% | -$154K | 3.19% | 8 |
|
|
2020
Q2 | $12.3M | Buy |
75,182
+7,374
| +11% | +$1.21M | 3.19% | 7 |
|
|
2020
Q1 | $8.93M | Buy |
+67,808
| New | +$8.93M | 2.89% | 9 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | – | – | 643 |
|
|
2018
Q3 | $0 | Sell |
2
-44
| -96% | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 363 |
|
|
2018
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 368 |
|
|
2014
Q2 | – | Sell |
-55
| Closed | -$6K | – | 536 |
|
|
2014
Q1 | $6K | Hold |
55
| – | – | 0.01% | 316 |
|
|
2013
Q4 | $6K | Buy |
+55
| New | +$6K | 0.01% | 354 |
|