ViaWealth’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 | $1.69M | Sell |
6,050
-327
| -5% | -$91.5K | 1% | 26 |
|
|
2025
Q1 | $1.65M | Sell |
6,377
-127
| -2% | -$32.8K | 1.02% | 24 |
|
|
2024
Q4 | $1.72M | Sell |
6,504
-76
| -1% | -$20.1K | 1.04% | 24 |
|
|
2024
Q3 | $1.74M | Sell |
6,580
-41
| -0.6% | -$10.8K | 1.01% | 24 |
|
|
2024
Q2 | $1.6M | Hold |
6,621
| – | – | 0.99% | 25 |
|
|
2024
Q1 | $1.65M | Sell |
6,621
-104
| -2% | -$26K | 1.03% | 25 |
|
|
2023
Q4 | $1.56M | Sell |
6,725
-1,948
| -22% | -$453K | 1.08% | 24 |
|
|
2023
Q3 | $1.81M | Sell |
8,673
-577
| -6% | -$120K | 1.33% | 18 |
|
|
2023
Q2 | $2.04M | Sell |
9,250
-70
| -0.8% | -$15.4K | 1.52% | 13 |
|
|
2023
Q1 | $1.97M | Buy |
9,320
+6,081
| +188% | +$1.28M | 1.56% | 12 |
|
|
2022
Q4 | $675K | Buy |
+3,239
| New | +$675K | 0.56% | 63 |
|