TruWealth 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 | $7.64M | Sell |
27,285
-329
| -1% | -$92.1K | 0.42% | 54 |
|
|
2025
Q1 | $7.14M | Sell |
27,614
-361
| -1% | -$93.4K | 0.43% | 51 |
|
|
2024
Q4 | $7.39M | Sell |
27,975
-145
| -0.5% | -$38.3K | 0.45% | 52 |
|
|
2024
Q3 | $7.42M | Sell |
28,120
-11
| -0% | -$2.9K | 0.45% | 50 |
|
|
2024
Q2 | $6.81M | Sell |
28,131
-15,134
| -35% | -$3.66M | 0.45% | 48 |
|
|
2024
Q1 | $10.8M | Buy |
43,265
+122
| +0.3% | +$30.5K | 0.75% | 43 |
|
|
2023
Q4 | $10M | Sell |
43,143
-323
| -0.7% | -$75.1K | 0.77% | 42 |
|
|
2023
Q3 | $9.05M | Buy |
43,466
+273
| +0.6% | +$56.8K | 0.78% | 42 |
|
|
2023
Q2 | $9.51M | Buy |
43,193
+451
| +1% | +$99.3K | 0.82% | 40 |
|
|
2023
Q1 | $9.02M | Buy |
42,742
+1,915
| +5% | +$404K | 0.83% | 36 |
|
|
2022
Q4 | $8.32M | Buy |
40,827
+1,312
| +3% | +$267K | 0.81% | 36 |
|
|
2022
Q3 | $7.43M | Buy |
39,515
+2,720
| +7% | +$511K | 0.79% | 35 |
|
|
2022
Q2 | $7.25M | Buy |
36,795
+1,826
| +5% | +$360K | 0.78% | 33 |
|
|
2022
Q1 | $8.32M | Buy |
+34,969
| New | +$8.32M | 0.86% | 31 |
|