TSWM
Triangle Securities Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,830
-15
| -0.4% | -$4.2K | 0.26% | 99 |
|
|
2025
Q1 | $994K | Sell |
3,845
-100
| -3% | -$25.9K | 0.26% | 103 |
|
|
2024
Q4 | $1.04M | Hold |
3,945
| – | – | 0.27% | 96 |
|
|
2024
Q3 | $1.04M | Hold |
3,945
| – | – | 0.27% | 100 |
|
|
2024
Q2 | $955K | Sell |
3,945
-15
| -0.4% | -$3.63K | 0.27% | 103 |
|
|
2024
Q1 | $989K | Hold |
3,960
| – | – | 0.28% | 102 |
|
|
2023
Q4 | $921K | Hold |
3,960
| – | – | 0.29% | 102 |
|
|
2023
Q3 | $825K | Hold |
3,960
| – | – | 0.29% | 95 |
|
|
2023
Q2 | $872K | Sell |
3,960
-10
| -0.3% | -$2.2K | 0.3% | 98 |
|
|
2023
Q1 | $837K | Sell |
3,970
-314
| -7% | -$66.2K | 0.3% | 100 |
|
|
2022
Q4 | $873K | Buy |
4,284
+314
| +8% | +$64K | 0.32% | 93 |
|
|
2022
Q3 | $746K | Hold |
3,970
| – | – | 0.3% | 94 |
|
|
2022
Q2 | $782K | Hold |
3,970
| – | – | 0.3% | 97 |
|
|
2022
Q1 | $944K | Hold |
3,970
| – | – | 0.32% | 94 |
|
|
2021
Q4 | $1.01M | Sell |
3,970
-15
| -0.4% | -$3.82K | 0.32% | 96 |
|
|
2021
Q3 | $943K | Hold |
3,985
| – | – | 0.32% | 95 |
|
|
2021
Q2 | $946K | Sell |
3,985
-65
| -2% | -$15.4K | 0.32% | 97 |
|
|
2021
Q1 | $896K | Hold |
4,050
| – | – | 0.32% | 95 |
|
|
2020
Q4 | $837K | Buy |
4,050
+225
| +6% | +$46.5K | 0.33% | 95 |
|
|
2020
Q3 | $674K | Sell |
3,825
-350
| -8% | -$61.7K | 0.3% | 102 |
|
|
2020
Q2 | $684K | Sell |
4,175
-105
| -2% | -$17.2K | 0.33% | 89 |
|
|
2020
Q1 | $563K | Buy |
4,280
+50
| +1% | +$6.58K | 0.32% | 92 |
|
|
2019
Q4 | $754K | Buy |
4,230
+1,140
| +37% | +$203K | 0.33% | 86 |
|
|
2019
Q3 | $518K | Sell |
3,090
-50
| -2% | -$8.38K | 0.25% | 105 |
|
|
2019
Q2 | $530K | Sell |
3,140
-100
| -3% | -$16.9K | 0.27% | 94 |
|
|
2019
Q1 | $521K | Hold |
3,240
| – | – | 0.27% | 93 |
|
|
2018
Q4 | $448K | Buy |
+3,240
| New | +$448K | 0.26% | 97 |
|
|
2016
Q2 | – | Sell |
-3,410
| Closed | -$413K | – | 135 |
|
|
2016
Q1 | $413K | Sell |
3,410
-2,532
| -43% | -$307K | 0.27% | 94 |
|
|
2015
Q4 | $692K | Buy |
5,942
+2,263
| +62% | +$264K | 0.46% | 68 |
|
|
2015
Q3 | $429K | Buy |
3,679
+329
| +10% | +$38.4K | 0.32% | 92 |
|
|
2015
Q2 | $427K | Hold |
3,350
| – | – | 0.3% | 94 |
|
|
2015
Q1 | $445K | Buy |
3,350
+290
| +9% | +$38.5K | 0.31% | 91 |
|
|
2014
Q4 | $378K | Hold |
3,060
| – | – | 0.27% | 93 |
|
|
2014
Q3 | $359K | Hold |
3,060
| – | – | 0.28% | 90 |
|
|
2014
Q2 | $363K | Hold |
3,060
| – | – | 0.28% | 94 |
|
|
2014
Q1 | $284K | Hold |
3,060
| – | – | 0.26% | 96 |
|
|
2013
Q4 | $337K | Hold |
3,060
| – | – | 0.27% | 94 |
|
|
2013
Q3 | $314K | Hold |
3,060
| – | – | 0.27% | 95 |
|
|
2013
Q2 | $291K | Buy |
+3,060
| New | +$291K | 0.22% | 100 |
|