Tradition 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
$282K Hold
1,007
0.02% 364
2025
Q1
$260K Buy
1,007
+139
+16% +$35.9K 0.02% 359
2024
Q4
$229K Buy
868
+1
+0.1% +$264 0.02% 372
2024
Q3
$229K Sell
867
-91
-9% -$24K 0.02% 371
2024
Q2
$232K Buy
958
+92
+11% +$22.3K 0.02% 359
2024
Q1
$216K Buy
866
+1
+0.1% +$250 0.02% 358
2023
Q4
$201K Buy
865
+4
+0.5% +$929 0.02% 323
2023
Q3
$179K Buy
861
+1
+0.1% +$208 0.02% 324
2023
Q2
$189K Buy
860
+1
+0.1% +$220 0.02% 322
2023
Q1
$181K Sell
859
-14
-2% -$2.95K 0.02% 316
2022
Q4
$178K Buy
873
+1
+0.1% +$204 0.03% 279
2022
Q3
$164K Sell
872
-4
-0.5% -$752 0.02% 282
2022
Q2
$172K Buy
876
+1
+0.1% +$196 0.03% 284
2022
Q1
$208K Sell
875
-36
-4% -$8.56K 0.03% 287
2021
Q4
$232K Buy
911
+556
+157% +$142K 0.03% 280
2021
Q3
$84K Hold
355
0.01% 398
2021
Q2
$84K Buy
355
+2
+0.6% +$473 0.01% 421
2021
Q1
$78K Sell
353
-169
-32% -$37.3K 0.01% 356
2020
Q4
$108K Buy
+522
New +$108K 0.02% 299