TrueWealth Financial Partners’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 | $13.8M | Sell |
49,456
-5,340
| -10% | -$1.49M | 7.63% | 4 |
|
|
2025
Q1 | $14.2M | Sell |
54,796
-4,977
| -8% | -$1.29M | 8.56% | 5 |
|
|
2024
Q4 | $15.8M | Buy |
59,773
+591
| +1% | +$156K | 9.8% | 4 |
|
|
2024
Q3 | $15.6M | Sell |
59,182
-2,147
| -4% | -$566K | 9.4% | 7 |
|
|
2024
Q2 | $14.8M | Buy |
61,329
+3,937
| +7% | +$953K | 9.58% | 5 |
|
|
2024
Q1 | $14.3M | Buy |
57,392
+1,044
| +2% | +$261K | 10.06% | 5 |
|
|
2023
Q4 | $13.1M | Buy |
56,348
+493
| +0.9% | +$115K | 9.96% | 5 |
|
|
2023
Q3 | $11.6M | Buy |
55,855
+1,942
| +4% | +$404K | 9.57% | 6 |
|
|
2023
Q2 | $11.9M | Buy |
53,913
+635
| +1% | +$140K | 9.82% | 5 |
|
|
2023
Q1 | $11.2M | Buy |
53,278
+4,153
| +8% | +$876K | 9.69% | 7 |
|
|
2022
Q4 | $10M | Buy |
49,125
+1,749
| +4% | +$356K | 9.71% | 5 |
|
|
2022
Q3 | $8.91M | Buy |
47,376
+1,985
| +4% | +$373K | 9.67% | 4 |
|
|
2022
Q2 | $8.94M | Buy |
45,391
+2,889
| +7% | +$569K | 9.38% | 6 |
|
|
2022
Q1 | $10.1M | Buy |
42,502
+907
| +2% | +$216K | 9.72% | 5 |
|
|
2021
Q4 | $10.6M | Buy |
+41,595
| New | +$10.6M | 10.36% | 5 |
|