Traphagen Investment 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 | $862K | Buy |
3,080
+296
| +11% | +$82.8K | 0.08% | 81 |
|
|
2025
Q1 | $720K | Sell |
2,784
-28
| -1% | -$7.24K | 0.08% | 88 |
|
|
2024
Q4 | $743K | Sell |
2,812
-472
| -14% | -$125K | 0.08% | 88 |
|
|
2024
Q3 | $866K | Sell |
3,284
-6
| -0.2% | -$1.58K | 0.09% | 76 |
|
|
2024
Q2 | $797K | Hold |
3,290
| – | – | 0.09% | 78 |
|
|
2024
Q1 | $822K | Sell |
3,290
-6
| -0.2% | -$1.5K | 0.09% | 78 |
|
|
2023
Q4 | $767K | Buy |
3,296
+1
| +0% | +$233 | 0.09% | 78 |
|
|
2023
Q3 | $686K | Buy |
3,295
+1,157
| +54% | +$241K | 0.09% | 73 |
|
|
2023
Q2 | $471K | Sell |
2,138
-178
| -8% | -$39.2K | 0.06% | 90 |
|
|
2023
Q1 | $488K | Sell |
2,316
-2,236
| -49% | -$472K | 0.07% | 84 |
|
|
2022
Q4 | $375K | Buy |
4,552
+2,420
| +114% | +$200K | 0.06% | 100 |
|
|
2022
Q3 | $401K | Sell |
2,132
-46
| -2% | -$8.65K | 0.07% | 77 |
|
|
2022
Q2 | $429K | Buy |
2,178
+25
| +1% | +$4.93K | 0.08% | 79 |
|
|
2022
Q1 | $512K | Buy |
2,153
+21
| +1% | +$5K | 0.08% | 72 |
|
|
2021
Q4 | $543K | Hold |
2,132
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $505K | Sell |
2,132
-55
| -3% | -$13K | 0.09% | 65 |
|
|
2021
Q2 | $519K | Buy |
2,187
+55
| +3% | +$13.1K | 0.09% | 71 |
|
|
2021
Q1 | $472K | Hold |
2,132
| – | – | 0.09% | 81 |
|
|
2020
Q4 | $441K | Hold |
2,132
| – | – | 0.08% | 82 |
|
|
2020
Q3 | $376K | Hold |
2,132
| – | – | 0.08% | 82 |
|
|
2020
Q2 | $349K | Hold |
2,132
| – | – | 0.08% | 86 |
|
|
2020
Q1 | $281K | Hold |
2,132
| – | – | 0.08% | 92 |
|
|
2019
Q4 | $380K | Hold |
2,132
| – | – | 0.09% | 82 |
|
|
2019
Q3 | $357K | Hold |
2,132
| – | – | 0.09% | 82 |
|
|
2019
Q2 | $356K | Hold |
2,132
| – | – | 0.1% | 81 |
|
|
2019
Q1 | $343K | Buy |
+2,132
| New | +$343K | 0.1% | 80 |
|