VERITY Wealth Advisors’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 | $397K | Hold |
1,417
| – | – | 0.27% | 62 |
|
|
2025
Q1 | $366K | Sell |
1,417
-82
| -5% | -$21.2K | 0.27% | 57 |
|
|
2024
Q4 | $396K | Buy |
1,499
+5
| +0.3% | +$1.32K | 0.29% | 57 |
|
|
2024
Q3 | $394K | Buy |
1,494
+7
| +0.5% | +$1.85K | 0.28% | 60 |
|
|
2024
Q2 | $360K | Hold |
1,487
| – | – | 0.27% | 60 |
|
|
2024
Q1 | $371K | Sell |
1,487
-233
| -14% | -$58.2K | 0.29% | 60 |
|
|
2023
Q4 | $400K | Buy |
1,720
+5
| +0.3% | +$1.16K | 0.34% | 52 |
|
|
2023
Q3 | $357K | Buy |
1,715
+4
| +0.2% | +$833 | 0.34% | 54 |
|
|
2023
Q2 | $377K | Sell |
1,711
-459
| -21% | -$101K | 0.34% | 54 |
|
|
2023
Q1 | $458K | Buy |
2,170
+3
| +0.1% | +$633 | 0.42% | 47 |
|
|
2022
Q4 | $442K | Buy |
2,167
+6
| +0.3% | +$1.22K | 0.43% | 47 |
|
|
2022
Q3 | $406K | Buy |
2,161
+4
| +0.2% | +$752 | 0.42% | 48 |
|
|
2022
Q2 | $425K | Buy |
2,157
+3
| +0.1% | +$591 | 0.41% | 45 |
|
|
2022
Q1 | $512K | Buy |
2,154
+3
| +0.1% | +$713 | 0.45% | 39 |
|
|
2021
Q4 | $548K | Buy |
2,151
+4
| +0.2% | +$1.02K | 0.46% | 37 |
|
|
2021
Q3 | $508K | Buy |
2,147
+3
| +0.1% | +$710 | 0.45% | 38 |
|
|
2021
Q2 | $509K | Buy |
2,144
+3
| +0.1% | +$712 | 0.46% | 35 |
|
|
2021
Q1 | $474K | Buy |
2,141
+2
| +0.1% | +$443 | 0.42% | 38 |
|
|
2020
Q4 | $442K | Buy |
2,139
+9
| +0.4% | +$1.86K | 0.4% | 37 |
|
|
2020
Q3 | $375K | Buy |
2,130
+4
| +0.2% | +$704 | 0.38% | 36 |
|
|
2020
Q2 | $349K | Hold |
2,126
| – | – | 0.37% | 37 |
|
|
2020
Q1 | $280K | Sell |
2,126
-586
| -22% | -$77.2K | 0.38% | 35 |
|
|
2019
Q4 | $483K | Sell |
2,712
-1,194
| -31% | -$213K | 0.47% | 35 |
|
|
2019
Q3 | $655K | Buy |
3,906
+6
| +0.2% | +$1.01K | 0.64% | 30 |
|
|
2019
Q2 | $652K | Sell |
3,900
-12
| -0.3% | -$2.01K | 0.64% | 31 |
|
|
2019
Q1 | $629K | Buy |
3,912
+15
| +0.4% | +$2.41K | 0.64% | 31 |
|
|
2018
Q4 | $538K | Buy |
+3,897
| New | +$538K | 0.62% | 31 |
|