TPG Financial Advisors’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 | $4.46M | Buy |
15,942
+317
| +2% | +$88.7K | 1.79% | 22 |
|
|
2025
Q1 | $4.04M | Buy |
15,625
+4,807
| +44% | +$1.24M | 1.79% | 21 |
|
|
2024
Q4 | $2.86M | Buy |
10,818
+135
| +1% | +$35.7K | 1.24% | 25 |
|
|
2024
Q3 | $2.82M | Buy |
10,683
+298
| +3% | +$78.6K | 1.27% | 23 |
|
|
2024
Q2 | $2.51M | Buy |
+10,385
| New | +$2.51M | 1.19% | 23 |
|
|
2023
Q4 | $2.12M | Buy |
9,159
+91
| +1% | +$21K | 1.08% | 24 |
|
|
2023
Q3 | $1.89M | Sell |
9,068
-4,581
| -34% | -$954K | 0.98% | 26 |
|
|
2023
Q2 | $3.01M | Buy |
13,649
+1,480
| +12% | +$326K | 1.57% | 22 |
|
|
2023
Q1 | $2.57M | Buy |
12,169
+1,454
| +14% | +$307K | 1.4% | 20 |
|
|
2022
Q4 | $2.18M | Sell |
10,715
-2,319
| -18% | -$473K | 1.32% | 21 |
|
|
2022
Q3 | $2.45M | Buy |
13,034
+87
| +0.7% | +$16.4K | 1.5% | 20 |
|
|
2022
Q2 | $2.55M | Buy |
12,947
+383
| +3% | +$75.4K | 1.71% | 18 |
|
|
2022
Q1 | $2.99M | Buy |
12,564
+3,220
| +34% | +$766K | 1.81% | 16 |
|
|
2021
Q4 | $2.38M | Buy |
9,344
+1,352
| +17% | +$345K | 1.46% | 16 |
|
|
2021
Q3 | $1.89M | Buy |
7,992
+80
| +1% | +$18.9K | 1.25% | 18 |
|
|
2021
Q2 | $1.88M | Sell |
7,912
-1,510
| -16% | -$358K | 1.32% | 17 |
|
|
2021
Q1 | $2.09M | Sell |
9,422
-691
| -7% | -$153K | 1.45% | 16 |
|
|
2020
Q4 | $2.09M | Buy |
10,113
+1,519
| +18% | +$314K | 1.55% | 17 |
|
|
2020
Q3 | $1.52M | Sell |
8,594
-981
| -10% | -$173K | 1.29% | 16 |
|
|
2020
Q2 | $1.57M | Buy |
9,575
+130
| +1% | +$21.3K | 1.41% | 18 |
|
|
2020
Q1 | $1.24M | Buy |
9,445
+5,214
| +123% | +$686K | 1.23% | 19 |
|
|
2019
Q4 | $754K | Sell |
4,231
-525
| -11% | -$93.6K | 0.62% | 26 |
|
|
2019
Q3 | $797K | Buy |
4,756
+899
| +23% | +$151K | 0.72% | 22 |
|
|
2019
Q2 | $655K | Sell |
3,857
-10
| -0.3% | -$1.7K | 0.6% | 22 |
|
|
2019
Q1 | $629K | Buy |
3,867
+63
| +2% | +$10.2K | 0.61% | 23 |
|
|
2018
Q4 | $526K | Buy |
+3,804
| New | +$526K | 0.57% | 29 |
|