Tyler-Stone Wealth 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 | $413K | Sell |
1,475
-460
| -24% | -$129K | 0.07% | 220 |
|
|
2025
Q1 | $500K | Buy |
1,935
+1
| +0.1% | +$259 | 0.09% | 188 |
|
|
2024
Q4 | $511K | Hold |
1,934
| – | – | 0.09% | 194 |
|
|
2024
Q3 | $510K | Buy |
1,934
+1,212
| +168% | +$320K | 0.1% | 185 |
|
|
2024
Q2 | $175K | Buy |
722
+1
| +0.1% | +$242 | 0.07% | 208 |
|
|
2024
Q1 | $180K | Buy |
721
+2
| +0.3% | +$499 | 0.08% | 206 |
|
|
2023
Q4 | $167K | Buy |
719
+2
| +0.3% | +$465 | 0.08% | 196 |
|
|
2023
Q3 | $149K | Buy |
717
+2
| +0.3% | +$416 | 0.09% | 192 |
|
|
2023
Q2 | $157K | Buy |
+715
| New | +$157K | 0.09% | 190 |
|
|
2022
Q4 | $151K | Buy |
742
+2
| +0.3% | +$407 | 0.1% | 179 |
|
|
2022
Q3 | $139K | Buy |
740
+11
| +2% | +$2.07K | 0.11% | 172 |
|
|
2022
Q2 | $144K | Sell |
729
-755
| -51% | -$149K | 0.1% | 186 |
|
|
2022
Q1 | $353K | Buy |
1,484
+1
| +0.1% | +$238 | 0.19% | 108 |
|
|
2021
Q4 | $378K | Buy |
+1,483
| New | +$378K | 0.2% | 103 |
|