Toth Financial Advisory’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 | $257K | Sell |
918
-64
| -7% | -$17.9K | 0.03% | 196 |
|
|
2025
Q1 | $254K | Sell |
982
-400
| -29% | -$103K | 0.03% | 195 |
|
|
2024
Q4 | $365K | Buy |
1,382
+1
| +0.1% | +$264 | 0.04% | 178 |
|
|
2024
Q3 | $364K | Sell |
1,381
-14
| -1% | -$3.7K | 0.04% | 180 |
|
|
2024
Q2 | $338K | Hold |
1,395
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $348K | Buy |
1,395
+1
| +0.1% | +$250 | 0.04% | 180 |
|
|
2023
Q4 | $324K | Sell |
1,394
-110
| -7% | -$25.6K | 0.04% | 183 |
|
|
2023
Q3 | $313K | Buy |
1,504
+1,128
| +300% | +$235K | 0.05% | 171 |
|
|
2023
Q2 | $82.8K | Sell |
376
-171
| -31% | -$37.6K | 0.01% | 229 |
|
|
2023
Q1 | $115K | Hold |
547
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $111K | Hold |
547
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $103K | Buy |
+547
| New | +$103K | 0.02% | 211 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$7K | – | 602 |
|
|
2020
Q1 | $7K | Sell |
50
-7,067
| -99% | -$989K | ﹤0.01% | 304 |
|
|
2019
Q4 | $1.27M | Sell |
7,117
-100
| -1% | -$17.8K | 0.26% | 86 |
|
|
2019
Q3 | $1.21M | Sell |
7,217
-871
| -11% | -$146K | 0.27% | 77 |
|
|
2019
Q2 | $1.35M | Sell |
8,088
-255
| -3% | -$42.6K | 0.3% | 73 |
|
|
2019
Q1 | $1.34M | Sell |
8,343
-302
| -3% | -$48.5K | 0.31% | 71 |
|
|
2018
Q4 | $1.2M | Sell |
8,645
-42
| -0.5% | -$5.81K | 0.33% | 72 |
|
|
2018
Q3 | $1.43M | Sell |
8,687
-465
| -5% | -$76.3K | 0.32% | 80 |
|
|
2018
Q2 | $1.44M | Sell |
9,152
-77
| -0.8% | -$12.1K | 0.34% | 79 |
|
|
2018
Q1 | $1.42M | Sell |
9,229
-1,770
| -16% | -$273K | 0.35% | 77 |
|
|
2017
Q4 | $1.7M | Sell |
10,999
-570
| -5% | -$88.2K | 0.4% | 71 |
|
|
2017
Q3 | $1.7M | Sell |
11,569
-908
| -7% | -$134K | 0.43% | 72 |
|
|
2017
Q2 | $1.78M | Sell |
12,477
-1,555
| -11% | -$222K | 0.46% | 70 |
|
|
2017
Q1 | $1.95M | Sell |
14,032
-4,446
| -24% | -$619K | 0.52% | 66 |
|
|
2016
Q4 | $2.43M | Sell |
18,478
-3,440
| -16% | -$453K | 0.7% | 57 |
|
|
2016
Q3 | $2.84M | Sell |
21,918
-10,993
| -33% | -$1.42M | 0.83% | 52 |
|
|
2016
Q2 | $4.07M | Sell |
32,911
-4,332
| -12% | -$536K | 1.24% | 33 |
|
|
2016
Q1 | $4.52M | Sell |
37,243
-2,449
| -6% | -$297K | 1.48% | 27 |
|
|
2015
Q4 | $4.77M | Buy |
39,692
+1,574
| +4% | +$189K | 1.58% | 23 |
|
|
2015
Q3 | $4.45M | Sell |
38,118
-773
| -2% | -$90.2K | 1.63% | 24 |
|
|
2015
Q2 | $4.96M | Buy |
38,891
+3,360
| +9% | +$428K | 1.66% | 25 |
|
|
2015
Q1 | $4.72M | Buy |
35,531
+4,717
| +15% | +$626K | 1.58% | 26 |
|
|
2014
Q4 | $3.81M | Buy |
30,814
+2,143
| +7% | +$265K | 1.32% | 33 |
|
|
2014
Q3 | $3.36M | Buy |
28,671
+1,320
| +5% | +$155K | 1.27% | 37 |
|
|
2014
Q2 | $3.25M | Buy |
27,351
+915
| +3% | +$109K | 1.23% | 38 |
|
|
2014
Q1 | $3M | Buy |
26,436
+1,889
| +8% | +$215K | 1.22% | 39 |
|
|
2013
Q4 | $2.7M | Buy |
24,547
+2,127
| +9% | +$234K | 1.15% | 40 |
|
|
2013
Q3 | $2.3M | Buy |
22,420
+1,928
| +9% | +$198K | 1.08% | 41 |
|
|
2013
Q2 | $1.95M | Buy |
+20,492
| New | +$1.95M | 0.96% | 44 |
|