Topel & Distasi Wealth Management’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 | $2.41M | Sell |
8,616
-328
| -4% | -$91.8K | 1.26% | 26 |
|
|
2025
Q1 | $2.31M | Sell |
8,944
-1,856
| -17% | -$480K | 1.08% | 27 |
|
|
2024
Q4 | $2.85M | Sell |
10,800
-744
| -6% | -$197K | 1.22% | 26 |
|
|
2024
Q3 | $3.05M | Sell |
11,544
-51
| -0.4% | -$13.5K | 1.26% | 26 |
|
|
2024
Q2 | $2.81M | Sell |
11,595
-93
| -0.8% | -$22.5K | 1.23% | 27 |
|
|
2024
Q1 | $2.92M | Sell |
11,688
-961
| -8% | -$240K | 1.29% | 27 |
|
|
2023
Q4 | $2.94M | Sell |
12,649
-198
| -2% | -$46.1K | 1.4% | 26 |
|
|
2023
Q3 | $2.68M | Sell |
12,847
-140
| -1% | -$29.2K | 1.4% | 27 |
|
|
2023
Q2 | $2.86M | Sell |
12,987
-5
| -0% | -$1.1K | 1.44% | 27 |
|
|
2023
Q1 | $2.74M | Buy |
12,992
+260
| +2% | +$54.8K | 1.43% | 27 |
|
|
2022
Q4 | $2.59M | Buy |
12,732
+3,784
| +42% | +$771K | 1.45% | 27 |
|
|
2022
Q3 | $1.88M | Buy |
8,948
+26
| +0.3% | +$5.47K | 1.04% | 30 |
|
|
2022
Q2 | $1.76M | Buy |
8,922
+76
| +0.9% | +$15K | 1.02% | 31 |
|
|
2022
Q1 | $2.1M | Sell |
8,846
-46
| -0.5% | -$10.9K | 0.88% | 36 |
|
|
2021
Q4 | $2.27M | Buy |
+8,892
| New | +$2.27M | 0.92% | 38 |
|