TriaGen 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 | $14M | Buy |
49,904
+3,567
| +8% | +$998K | 4.23% | 3 |
|
|
2025
Q1 | $12M | Sell |
46,337
-464
| -1% | -$120K | 4.23% | 3 |
|
|
2024
Q4 | $12.4M | Buy |
46,801
+339
| +0.7% | +$89.5K | 4.17% | 3 |
|
|
2024
Q3 | $12.3M | Buy |
46,462
+2,111
| +5% | +$557K | 4.1% | 3 |
|
|
2024
Q2 | $10.7M | Buy |
44,351
+222
| +0.5% | +$53.7K | 4.15% | 4 |
|
|
2024
Q1 | $11M | Buy |
44,129
+3,847
| +10% | +$961K | 4.57% | 3 |
|
|
2023
Q4 | $9.37M | Buy |
40,282
+1,591
| +4% | +$370K | 4.47% | 2 |
|
|
2023
Q3 | $8.06M | Buy |
38,691
+1,103
| +3% | +$230K | 4.11% | 3 |
|
|
2023
Q2 | $8.28M | Buy |
37,588
+1,460
| +4% | +$321K | 3.79% | 3 |
|
|
2023
Q1 | $7.62M | Buy |
36,128
+938
| +3% | +$198K | 3.83% | 3 |
|
|
2022
Q4 | $7.17M | Buy |
35,190
+685
| +2% | +$140K | 3.98% | 3 |
|
|
2022
Q3 | $6.49M | Buy |
34,505
+8,373
| +32% | +$1.57M | 3.58% | 2 |
|
|
2022
Q2 | $5.15M | Buy |
26,132
+1,040
| +4% | +$205K | 3.66% | 2 |
|
|
2022
Q1 | $5.97M | Buy |
25,092
+2,182
| +10% | +$519K | 3.1% | 2 |
|
|
2021
Q4 | $5.84M | Buy |
22,910
+332
| +1% | +$84.6K | 2.88% | 2 |
|
|
2021
Q3 | $5.35M | Buy |
22,578
+795
| +4% | +$188K | 2.91% | 2 |
|
|
2021
Q2 | $5.24M | Buy |
21,783
+2,275
| +12% | +$547K | 2.7% | 2 |
|
|
2021
Q1 | $4.32M | Buy |
19,508
+2,239
| +13% | +$496K | 2.48% | 2 |
|
|
2020
Q4 | $3.57M | Buy |
+17,269
| New | +$3.57M | 2.09% | 3 |
|