Valley Forge Investment Consultants’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 | $685K | Buy |
2,449
+171
| +8% | +$47.9K | 0.22% | 42 |
|
|
2025
Q1 | $589K | Sell |
2,278
-162
| -7% | -$41.9K | 0.21% | 42 |
|
|
2024
Q4 | $644K | Buy |
2,440
+23
| +1% | +$6.07K | 0.22% | 41 |
|
|
2024
Q3 | $638K | Sell |
2,417
-227
| -9% | -$59.9K | 0.22% | 39 |
|
|
2024
Q2 | $640K | Sell |
2,644
-663
| -20% | -$160K | 0.24% | 34 |
|
|
2024
Q1 | $826K | Buy |
3,307
+3
| +0.1% | +$750 | 0.32% | 28 |
|
|
2023
Q4 | $769K | Buy |
3,304
+14
| +0.4% | +$3.26K | 0.34% | 28 |
|
|
2023
Q3 | $685K | Sell |
3,290
-82
| -2% | -$17.1K | 0.31% | 35 |
|
|
2023
Q2 | $742K | Buy |
3,372
+3
| +0.1% | +$660 | 0.37% | 29 |
|
|
2023
Q1 | $711K | Buy |
3,369
+2
| +0.1% | +$422 | 0.37% | 29 |
|
|
2022
Q4 | $686K | Sell |
3,367
-1,121
| -25% | -$228K | 0.36% | 29 |
|
|
2022
Q3 | $844K | Buy |
4,488
+1,568
| +54% | +$295K | 0.46% | 27 |
|
|
2022
Q2 | $575K | Sell |
2,920
-17
| -0.6% | -$3.35K | 0.29% | 37 |
|
|
2022
Q1 | $699K | Sell |
2,937
-332
| -10% | -$79K | 0.29% | 39 |
|
|
2021
Q4 | $833K | Buy |
3,269
+1
| +0% | +$255 | 0.37% | 33 |
|
|
2021
Q3 | $774K | Buy |
3,268
+18
| +0.6% | +$4.26K | 0.42% | 32 |
|
|
2021
Q2 | $771K | Buy |
3,250
+85
| +3% | +$20.2K | 0.42% | 34 |
|
|
2021
Q1 | $701K | Buy |
3,165
+342
| +12% | +$75.7K | 0.48% | 32 |
|
|
2020
Q4 | $584K | Buy |
+2,823
| New | +$584K | 0.51% | 35 |
|