TPCW
TD Private Client Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
57,567
+2,725
| +5% | +$763K | 0.4% | 44 |
|
|
2025
Q1 | $14.2M | Buy |
54,842
+6,686
| +14% | +$1.73M | 0.39% | 47 |
|
|
2024
Q4 | $12.7M | Sell |
48,156
-68
| -0.1% | -$18K | 0.36% | 51 |
|
|
2024
Q3 | $12.7M | Sell |
48,224
-1,719
| -3% | -$454K | 0.37% | 48 |
|
|
2024
Q2 | $12.1M | Buy |
49,943
+1,117
| +2% | +$270K | 0.38% | 47 |
|
|
2024
Q1 | $12.2M | Buy |
48,826
+1,400
| +3% | +$350K | 0.4% | 47 |
|
|
2023
Q4 | $11M | Buy |
47,426
+5,176
| +12% | +$1.2M | 0.4% | 49 |
|
|
2023
Q3 | $8.8M | Buy |
42,250
+2,378
| +6% | +$495K | 0.38% | 45 |
|
|
2023
Q2 | $8.78M | Buy |
39,872
+3,580
| +10% | +$788K | 0.38% | 48 |
|
|
2023
Q1 | $7.65M | Buy |
36,292
+1,161
| +3% | +$245K | 0.34% | 53 |
|
|
2022
Q4 | $7.16M | Buy |
35,131
+6,937
| +25% | +$1.41M | 0.34% | 58 |
|
|
2022
Q3 | $5.3M | Buy |
28,194
+3,162
| +13% | +$594K | 0.27% | 81 |
|
|
2022
Q2 | $4.93M | Buy |
25,032
+1,972
| +9% | +$388K | 0.24% | 94 |
|
|
2022
Q1 | $5.48M | Buy |
23,060
+3,445
| +18% | +$819K | 0.23% | 98 |
|
|
2021
Q4 | $5M | Buy |
19,615
+3
| +0% | +$764 | 0.21% | 107 |
|
|
2021
Q3 | $4.64M | Sell |
19,612
-1,006
| -5% | -$238K | 0.2% | 113 |
|
|
2021
Q2 | $4.89M | Sell |
20,618
-192
| -0.9% | -$45.6K | 0.21% | 103 |
|
|
2021
Q1 | $4.61M | Buy |
20,810
+2,362
| +13% | +$523K | 0.22% | 110 |
|
|
2020
Q4 | $3.81M | Sell |
18,448
-2,333
| -11% | -$482K | 0.19% | 125 |
|
|
2020
Q3 | $3.66M | Buy |
20,781
+147
| +0.7% | +$25.9K | 0.21% | 111 |
|
|
2020
Q2 | $3.38M | Buy |
20,634
+2,172
| +12% | +$356K | 0.2% | 113 |
|
|
2020
Q1 | $2.43M | Sell |
18,462
-3,789
| -17% | -$499K | 0.17% | 123 |
|
|
2019
Q4 | $4.08M | Buy |
+22,251
| New | +$4.08M | 0.24% | 99 |
|