Vanguard Personalized Indexing Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
8,979
-105
| -1% | -$29.4K | 0.03% | 484 |
|
|
2025
Q1 | $2.35M | Buy |
9,084
+1,409
| +18% | +$364K | 0.03% | 439 |
|
|
2024
Q4 | $2.03M | Sell |
7,675
-1,028
| -12% | -$272K | 0.03% | 473 |
|
|
2024
Q3 | $2.3M | Hold |
8,703
| – | – | 0.04% | 428 |
|
|
2024
Q2 | $2.11M | Buy |
8,703
+2,096
| +32% | +$507K | 0.04% | 391 |
|
|
2024
Q1 | $1.65M | Buy |
6,607
+2,296
| +53% | +$574K | 0.04% | 449 |
|
|
2023
Q4 | $1M | Buy |
4,311
+363
| +9% | +$84.4K | 0.03% | 646 |
|
|
2023
Q3 | $822K | Hold |
3,948
| – | – | 0.02% | 664 |
|
|
2023
Q2 | $869K | Sell |
3,948
-15
| -0.4% | -$3.3K | 0.03% | 630 |
|
|
2023
Q1 | $836K | Buy |
3,963
+15
| +0.4% | +$3.16K | 0.03% | 622 |
|
|
2022
Q4 | $805K | Sell |
3,948
-179
| -4% | -$36.5K | 0.03% | 598 |
|
|
2022
Q3 | $776K | Buy |
4,127
+178
| +5% | +$33.5K | 0.04% | 591 |
|
|
2022
Q2 | $778K | Sell |
3,949
-2
| -0.1% | -$394 | 0.04% | 587 |
|
|
2022
Q1 | $940K | Sell |
3,951
-322
| -8% | -$76.6K | 0.05% | 476 |
|
|
2021
Q4 | $1.09M | Buy |
4,273
+322
| +8% | +$82.1K | 0.06% | 345 |
|
|
2021
Q3 | $935K | Buy |
3,951
+3
| +0.1% | +$710 | 0.08% | 245 |
|
|
2021
Q2 | $937K | Hold |
3,948
| – | – | 0.1% | 220 |
|
|
2021
Q1 | $874K | Hold |
3,948
| – | – | 0.13% | 169 |
|
|
2020
Q4 | $816K | Buy |
+3,948
| New | +$816K | 0.18% | 125 |
|