TrueWealth 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 | $1.41M | Sell |
5,034
-119
| -2% | -$33.3K | 0.42% | 48 |
|
|
2025
Q1 | $1.33M | Sell |
5,153
-55
| -1% | -$14.2K | 0.44% | 50 |
|
|
2024
Q4 | $1.38M | Sell |
5,208
-139
| -3% | -$36.7K | 0.46% | 47 |
|
|
2024
Q3 | $1.41M | Sell |
5,347
-112
| -2% | -$29.6K | 0.47% | 46 |
|
|
2024
Q2 | $1.32M | Buy |
5,459
+203
| +4% | +$49.1K | 0.49% | 43 |
|
|
2024
Q1 | $1.31M | Sell |
5,256
-358
| -6% | -$89.5K | 0.51% | 42 |
|
|
2023
Q4 | $1.31M | Sell |
5,614
-304
| -5% | -$70.7K | 0.51% | 39 |
|
|
2023
Q3 | $1.23M | Sell |
5,918
-440
| -7% | -$91.6K | 0.52% | 38 |
|
|
2023
Q2 | $1.4M | Sell |
6,358
-3,130
| -33% | -$689K | 0.57% | 36 |
|
|
2023
Q1 | $2M | Sell |
9,488
-8,617
| -48% | -$1.82M | 0.84% | 29 |
|
|
2022
Q4 | $3.69M | Sell |
18,105
-1,965
| -10% | -$400K | 1.61% | 16 |
|
|
2022
Q3 | $3.77M | Sell |
20,070
-2,298
| -10% | -$432K | 1.79% | 14 |
|
|
2022
Q2 | $4.41M | Sell |
22,368
-11,422
| -34% | -$2.25M | 2.05% | 12 |
|
|
2022
Q1 | $8.61M | Hold |
33,790
| – | – | 3.86% | 1 |
|
|
2021
Q4 | $8.61M | Buy |
33,790
+4,174
| +14% | +$1.06M | 3.86% | 1 |
|
|
2021
Q3 | $7.01M | Buy |
29,616
+3,329
| +13% | +$788K | 3.94% | 8 |
|
|
2021
Q2 | $6.24M | Buy |
26,287
+2,455
| +10% | +$583K | 3.64% | 7 |
|
|
2021
Q1 | $5.42M | Buy |
23,832
+6,721
| +39% | +$1.53M | 3.52% | 8 |
|
|
2020
Q4 | $3.64M | Buy |
+17,111
| New | +$3.64M | 3.12% | 8 |
|