Twin Focus Capital 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 | $1.39M | Sell |
4,960
-265
| -5% | -$74.2K | 0.19% | 69 |
|
2025
Q1 | $1.35M | Buy |
5,225
+19
| +0.4% | +$4.91K | 0.21% | 72 |
|
2024
Q4 | $1.38M | Sell |
5,206
-2,948
| -36% | -$779K | 0.2% | 68 |
|
2024
Q3 | $2.15M | Buy |
8,154
+45
| +0.6% | +$11.9K | 0.34% | 52 |
|
2024
Q2 | $1.96M | Sell |
8,109
-127
| -2% | -$30.7K | 0.31% | 56 |
|
2024
Q1 | $2.06M | Buy |
8,236
+144
| +2% | +$36K | 0.39% | 49 |
|
2023
Q4 | $1.88M | Buy |
8,092
+16
| +0.2% | +$3.72K | 0.38% | 49 |
|
2023
Q3 | $1.68M | Sell |
8,076
-106
| -1% | -$22.1K | 0.38% | 49 |
|
2023
Q2 | $1.8M | Hold |
8,182
| – | – | 0.36% | 50 |
|
2023
Q1 | $1.73M | Buy |
8,182
+127
| +2% | +$26.8K | 0.34% | 53 |
|
2022
Q4 | $1.64M | Sell |
8,055
-100
| -1% | -$20.4K | 0.34% | 52 |
|
2022
Q3 | $1.53M | Sell |
8,155
-25
| -0.3% | -$4.7K | 0.37% | 49 |
|
2022
Q2 | $1.61M | Buy |
8,180
+800
| +11% | +$158K | 0.36% | 50 |
|
2022
Q1 | $1.76M | Buy |
7,380
+680
| +10% | +$162K | 0.34% | 49 |
|
2021
Q4 | $1.71M | Buy |
6,700
+400
| +6% | +$102K | 0.34% | 48 |
|
2021
Q3 | $1.49M | Hold |
6,300
| – | – | 0.35% | 48 |
|
2021
Q2 | $1.5M | Hold |
6,300
| – | – | 0.35% | 50 |
|
2021
Q1 | $1.39M | Hold |
6,300
| – | – | 0.4% | 45 |
|
2020
Q4 | $1.3M | Hold |
6,300
| – | – | 0.4% | 45 |
|
2020
Q3 | $1.11M | Hold |
6,300
| – | – | 0.4% | 48 |
|
2020
Q2 | $1.03M | Buy |
6,300
+1,500
| +31% | +$246K | 0.41% | 46 |
|
2020
Q1 | $632K | Hold |
4,800
| – | – | 0.29% | 58 |
|
2019
Q4 | $855K | Sell |
4,800
-3,300
| -41% | -$588K | 0.28% | 64 |
|
2019
Q3 | $1.36M | Hold |
8,100
| – | – | 0.53% | 38 |
|
2019
Q2 | $1.35M | Sell |
8,100
-2,920
| -26% | -$488K | 0.57% | 36 |
|
2019
Q1 | $1.77M | Sell |
11,020
-80
| -0.7% | -$12.9K | 0.83% | 28 |
|
2018
Q4 | $1.53M | Hold |
11,100
| – | – | 0.69% | 32 |
|
2018
Q3 | $1.82M | Buy |
11,100
+80
| +0.7% | +$13.1K | 0.94% | 23 |
|
2018
Q2 | $1.74M | Buy |
11,020
+1,100
| +11% | +$173K | 0.89% | 27 |
|
2018
Q1 | $1.53M | Hold |
9,920
| – | – | 0.76% | 29 |
|
2017
Q4 | $1.54M | Buy |
9,920
+2,100
| +27% | +$325K | 0.78% | 30 |
|
2017
Q3 | $1.15M | Hold |
7,820
| – | – | 0.59% | 35 |
|
2017
Q2 | $1.11M | Buy |
7,820
+1,920
| +33% | +$274K | 0.61% | 34 |
|
2017
Q1 | $822K | Buy |
+5,900
| New | +$822K | 0.49% | 43 |
|