Twele Capital 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 | $19.1M | Buy |
68,228
+983
| +1% | +$275K | 3.79% | 11 |
|
|
2025
Q1 | $17.4M | Buy |
67,245
+80
| +0.1% | +$20.7K | 3.69% | 12 |
|
|
2024
Q4 | $17.7M | Buy |
67,165
+4,546
| +7% | +$1.2M | 3.76% | 12 |
|
|
2024
Q3 | $16.5M | Sell |
62,619
-89
| -0.1% | -$23.5K | 3.47% | 12 |
|
|
2024
Q2 | $15.2M | Sell |
62,708
-149
| -0.2% | -$36.1K | 3.44% | 12 |
|
|
2024
Q1 | $15.7M | Sell |
62,857
-16
| -0% | -$4K | 3.55% | 12 |
|
|
2023
Q4 | $14.6M | Sell |
62,873
-2,394
| -4% | -$557K | 2.35% | 15 |
|
|
2023
Q3 | $13.6M | Sell |
65,267
-53
| -0.1% | -$11K | 2.33% | 15 |
|
|
2023
Q2 | $14.4M | Buy |
65,320
+12,804
| +24% | +$2.82M | 2.32% | 15 |
|
|
2023
Q1 | $11.1M | Buy |
52,516
+4,238
| +9% | +$894K | 1.81% | 17 |
|
|
2022
Q4 | $9.84M | Buy |
48,278
+20
| +0% | +$4.08K | 1.61% | 17 |
|
|
2022
Q3 | $9.07M | Buy |
48,258
+319
| +0.7% | +$60K | 1.57% | 17 |
|
|
2022
Q2 | $9.44M | Buy |
47,939
+1,042
| +2% | +$205K | 1.49% | 17 |
|
|
2022
Q1 | $11.2M | Buy |
46,897
+4,490
| +11% | +$1.07M | 1.51% | 17 |
|
|
2021
Q4 | $10.8M | Buy |
42,407
+842
| +2% | +$215K | 1.36% | 19 |
|
|
2021
Q3 | $9.84M | Buy |
41,565
+1,172
| +3% | +$277K | 1.3% | 20 |
|
|
2021
Q2 | $9.59M | Buy |
40,393
+2,517
| +7% | +$597K | 1.49% | 19 |
|
|
2021
Q1 | $8.38M | Sell |
37,876
-563
| -1% | -$125K | 1.34% | 19 |
|
|
2020
Q4 | $7.95M | Sell |
38,439
-657
| -2% | -$136K | 1.43% | 18 |
|
|
2020
Q3 | $6.89M | Sell |
39,096
-4,076
| -9% | -$718K | 1.34% | 20 |
|
|
2020
Q2 | $7.08M | Sell |
43,172
-5,686
| -12% | -$932K | 1.41% | 18 |
|
|
2020
Q1 | $6.43M | Buy |
48,858
+1,786
| +4% | +$235K | 1.41% | 18 |
|
|
2019
Q4 | $8.39M | Sell |
47,072
-48
| -0.1% | -$8.55K | 1.57% | 18 |
|
|
2019
Q3 | $7.9M | Hold |
47,120
| – | – | 1.56% | 18 |
|
|
2019
Q2 | $7.88M | Sell |
47,120
-6,563
| -12% | -$1.1M | 1.58% | 19 |
|
|
2019
Q1 | $8.63M | Sell |
53,683
-274
| -0.5% | -$44K | 1.89% | 16 |
|
|
2018
Q4 | $7.46M | Sell |
53,957
-25
| -0% | -$3.46K | 1.73% | 19 |
|
|
2018
Q3 | $8.86M | Sell |
53,982
-148
| -0.3% | -$24.3K | 2.02% | 17 |
|
|
2018
Q2 | $8.53M | Sell |
54,130
-29
| -0.1% | -$4.57K | 1.98% | 18 |
|
|
2018
Q1 | $8.35M | Sell |
54,159
-40
| -0.1% | -$6.17K | 1.93% | 19 |
|
|
2017
Q4 | $8.39M | Hold |
54,199
| – | – | 1.92% | 19 |
|
|
2017
Q3 | $7.97M | Sell |
54,199
-3,547
| -6% | -$521K | 1.91% | 19 |
|
|
2017
Q2 | $8.23M | Sell |
57,746
-27,536
| -32% | -$3.92M | 2.05% | 19 |
|
|
2017
Q1 | $11.9M | Sell |
85,282
-3,630
| -4% | -$505K | 3.07% | 13 |
|
|
2016
Q4 | $11.7M | Buy |
88,912
+335
| +0.4% | +$44.1K | 3.12% | 12 |
|
|
2016
Q3 | $11.5M | Hold |
88,577
| – | – | 3.09% | 11 |
|
|
2016
Q2 | $11M | Buy |
88,577
+205
| +0.2% | +$25.3K | 3.05% | 11 |
|
|
2016
Q1 | $10.7M | Buy |
88,372
+981
| +1% | +$119K | 3.08% | 11 |
|
|
2015
Q4 | $10.5M | Sell |
87,391
-5,354
| -6% | -$643K | 3.18% | 10 |
|
|
2015
Q3 | $10.8M | Sell |
92,745
-162
| -0.2% | -$18.9K | 3.23% | 9 |
|
|
2015
Q2 | $11.8M | Sell |
92,907
-115
| -0.1% | -$14.7K | 3.37% | 9 |
|
|
2015
Q1 | $12.3M | Sell |
93,022
-194
| -0.2% | -$25.7K | 3.5% | 8 |
|
|
2014
Q4 | $11.5M | Sell |
93,216
-15,563
| -14% | -$1.92M | 3.33% | 10 |
|
|
2014
Q3 | $12.8M | Buy |
108,779
+139
| +0.1% | +$16.3K | 3.8% | 6 |
|
|
2014
Q2 | $12.9M | Buy |
108,640
+260
| +0.2% | +$30.9K | 3.84% | 8 |
|
|
2014
Q1 | $12.3M | Buy |
108,380
+2,080
| +2% | +$236K | 3.73% | 9 |
|
|
2013
Q4 | $11.7M | Buy |
106,300
+21,655
| +26% | +$2.38M | 3.68% | 9 |
|
|
2013
Q3 | $8.68M | Buy |
84,645
+5,500
| +7% | +$564K | 2.84% | 12 |
|
|
2013
Q2 | $7.53M | Buy |
+79,145
| New | +$7.53M | 2.59% | 12 |
|