TL Private 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 | $36.2M | Buy |
128,273
+2,556
| +2% | +$721K | 15.03% | 3 |
|
|
2025
Q1 | $28.7M | Buy |
125,717
+5,467
| +5% | +$1.25M | 14.24% | 3 |
|
|
2024
Q4 | $32.4M | Sell |
120,250
-2,761
| -2% | -$744K | 14.51% | 3 |
|
|
2024
Q3 | $32.2M | Sell |
123,011
-1,421
| -1% | -$372K | 14.41% | 3 |
|
|
2024
Q2 | $31.5M | Sell |
124,432
-146
| -0.1% | -$37K | 14.26% | 3 |
|
|
2024
Q1 | $30.8M | Buy |
124,578
+2,549
| +2% | +$631K | 15.22% | 3 |
|
|
2023
Q4 | $28.4M | Buy |
122,029
+3,381
| +3% | +$787K | 14.64% | 3 |
|
|
2023
Q3 | $24.7M | Sell |
118,648
-859
| -0.7% | -$179K | 14.14% | 3 |
|
|
2023
Q2 | $26.4M | Buy |
119,507
+68
| +0.1% | +$15K | 14.69% | 3 |
|
|
2023
Q1 | $25.2M | Buy |
119,439
+2,145
| +2% | +$452K | 14.27% | 3 |
|
|
2022
Q4 | $24.5M | Buy |
117,294
+91
| +0.1% | +$19K | 14.26% | 3 |
|
|
2022
Q3 | $22.3M | Buy |
117,203
+1,163
| +1% | +$222K | 13.86% | 3 |
|
|
2022
Q2 | $23.1M | Buy |
116,040
+1,912
| +2% | +$380K | 13.44% | 3 |
|
|
2022
Q1 | $26.6M | Buy |
114,128
+5,649
| +5% | +$1.32M | 14.06% | 3 |
|
|
2021
Q4 | $24.7M | Sell |
108,479
-448
| -0.4% | -$102K | 13.99% | 3 |
|
|
2021
Q3 | $27.5M | Buy |
108,927
+3,412
| +3% | +$861K | 15.03% | 3 |
|
|
2021
Q2 | $25M | Buy |
105,515
+2,336
| +2% | +$554K | 14.61% | 3 |
|
|
2021
Q1 | $23.5M | Sell |
103,179
-2,953
| -3% | -$673K | 14.42% | 3 |
|
|
2020
Q4 | $22.9M | Sell |
106,132
-40
| -0% | -$8.62K | 14.47% | 3 |
|
|
2020
Q3 | $19.9M | Buy |
106,172
+7,599
| +8% | +$1.42M | 13.9% | 3 |
|
|
2020
Q2 | $17M | Sell |
98,573
-8,117
| -8% | -$1.4M | 13.64% | 3 |
|
|
2020
Q1 | $15.8M | Buy |
106,690
+18,928
| +22% | +$2.8M | 14.36% | 3 |
|
|
2019
Q4 | $16.1M | Buy |
+87,762
| New | +$16.1M | 13.88% | 3 |
|