Traphagen Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $799K | Sell |
11,136
-8
| -0.1% | -$594 | 0.06% | 89 |
|
|
2025
Q4 | $808K | Sell |
11,144
-1,148
| -9% | -$83.5K | 0.07% | 88 |
|
|
2025
Q3 | $903K | Sell |
12,292
-28
| -0.2% | -$2.01K | 0.08% | 81 |
|
|
2025
Q2 | $862K | Buy |
12,320
+1,184
| +11% | +$77.7K | 0.08% | 81 |
|
|
2025
Q1 | $720K | Sell |
11,136
-112
| -1% | -$7.52K | 0.08% | 88 |
|
|
2024
Q4 | $743K | Sell |
11,248
-1,888
| -14% | -$128K | 0.08% | 88 |
|
|
2024
Q3 | $866K | Sell |
13,136
-24
| -0.2% | -$1.51K | 0.09% | 76 |
|
|
2024
Q2 | $797K | Hold |
13,160
| – | – | 0.09% | 78 |
|
|
2024
Q1 | $822K | Sell |
13,160
-24
| -0.2% | -$1.42K | 0.09% | 78 |
|
|
2023
Q4 | $767K | Buy |
13,184
+4
| +0% | +$214 | 0.09% | 78 |
|
|
2023
Q3 | $686K | Buy |
13,180
+4,628
| +54% | +$254K | 0.09% | 73 |
|
|
2023
Q2 | $471K | Sell |
8,552
-712
| -8% | -$37.3K | 0.06% | 90 |
|
|
2023
Q1 | $488K | Sell |
9,264
-8,944
| -49% | -$476K | 0.07% | 84 |
|
|
2022
Q4 | $375K | Buy |
18,208
+9,680
| +114% | +$493K | 0.06% | 100 |
|
|
2022
Q3 | $401K | Sell |
8,528
-184
| -2% | -$9.62K | 0.07% | 77 |
|
|
2022
Q2 | $429K | Buy |
8,712
+100
| +1% | +$5.4K | 0.08% | 79 |
|
|
2022
Q1 | $512K | Buy |
8,612
+84
| +1% | +$4.93K | 0.08% | 72 |
|
|
2021
Q4 | $543K | Hold |
8,528
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $505K | Sell |
8,528
-220
| -3% | -$13.3K | 0.09% | 65 |
|
|
2021
Q2 | $519K | Buy |
8,748
+220
| +3% | +$12.8K | 0.09% | 71 |
|
|
2021
Q1 | $472K | Hold |
8,528
| – | – | 0.09% | 81 |
|
|
2020
Q4 | $441K | Hold |
8,528
| – | – | 0.08% | 82 |
|
|
2020
Q3 | $376K | Hold |
8,528
| – | – | 0.08% | 82 |
|
|
2020
Q2 | $349K | Hold |
8,528
| – | – | 0.08% | 86 |
|
|
2020
Q1 | $281K | Hold |
8,528
| – | – | 0.08% | 92 |
|
|
2019
Q4 | $380K | Hold |
8,528
| – | – | 0.09% | 82 |
|
|
2019
Q3 | $357K | Hold |
8,528
| – | – | 0.09% | 82 |
|
|
2019
Q2 | $356K | Hold |
8,528
| – | – | 0.1% | 81 |
|
|
2019
Q1 | $343K | Buy |
+8,528
| New | +$328K | 0.1% | 80 |
|
Other funds holding VO
