Vista Investment 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 | $1.55M | Sell |
5,544
-15
| -0.3% | -$4.2K | 0.58% | 54 |
|
2025
Q1 | $1.44M | Sell |
5,559
-11
| -0.2% | -$2.85K | 0.56% | 57 |
|
2024
Q4 | $1.47M | Sell |
5,570
-279
| -5% | -$73.7K | 0.56% | 59 |
|
2024
Q3 | $1.54M | Sell |
5,849
-25
| -0.4% | -$6.6K | 0.58% | 57 |
|
2024
Q2 | $1.42M | Sell |
5,874
-79
| -1% | -$19.1K | 0.58% | 58 |
|
2024
Q1 | $1.49M | Sell |
5,953
-81
| -1% | -$20.2K | 0.61% | 50 |
|
2023
Q4 | $1.4M | Sell |
6,034
-87
| -1% | -$20.2K | 0.65% | 46 |
|
2023
Q3 | $1.27M | Sell |
6,121
-13
| -0.2% | -$2.71K | 0.67% | 47 |
|
2023
Q2 | $1.35M | Sell |
6,134
-168
| -3% | -$37K | 0.68% | 46 |
|
2023
Q1 | $1.33M | Sell |
6,302
-99
| -2% | -$20.9K | 0.7% | 47 |
|
2022
Q4 | $1.3M | Sell |
6,401
-20
| -0.3% | -$4.08K | 0.75% | 41 |
|
2022
Q3 | $1.21M | Sell |
6,421
-61
| -0.9% | -$11.5K | 0.74% | 40 |
|
2022
Q2 | $1.28M | Buy |
6,482
+87
| +1% | +$17.1K | 0.77% | 40 |
|
2022
Q1 | $1.52M | Buy |
6,395
+931
| +17% | +$221K | 0.83% | 36 |
|
2021
Q4 | $1.39M | Hold |
5,464
| – | – | 0.76% | 42 |
|
2021
Q3 | $1.29M | Sell |
5,464
-11
| -0.2% | -$2.61K | 0.76% | 45 |
|
2021
Q2 | $1.3M | Sell |
5,475
-41
| -0.7% | -$9.73K | 0.77% | 43 |
|
2021
Q1 | $1.22M | Sell |
5,516
-53
| -1% | -$11.7K | 0.76% | 43 |
|
2020
Q4 | $1.15M | Sell |
5,569
-65
| -1% | -$13.4K | 0.77% | 45 |
|
2020
Q3 | $993K | Buy |
5,634
+140
| +3% | +$24.7K | 0.76% | 44 |
|
2020
Q2 | $901K | Buy |
5,494
+141
| +3% | +$23.1K | 0.77% | 45 |
|
2020
Q1 | $705K | Sell |
5,353
-2,709
| -34% | -$357K | 0.72% | 46 |
|
2019
Q4 | $1.44M | Buy |
8,062
+66
| +0.8% | +$11.8K | 1.08% | 28 |
|
2019
Q3 | $1.34M | Hold |
7,996
| – | – | 1.11% | 28 |
|
2019
Q2 | $1.34M | Sell |
7,996
-55
| -0.7% | -$9.2K | 1.13% | 28 |
|
2019
Q1 | $1.29M | Buy |
8,051
+68
| +0.9% | +$10.9K | 1.13% | 30 |
|
2018
Q4 | $1.1M | Sell |
7,983
-200
| -2% | -$27.6K | 1.14% | 28 |
|
2018
Q3 | $1.34M | Hold |
8,183
| – | – | 1.19% | 28 |
|
2018
Q2 | $1.29M | Buy |
8,183
+651
| +9% | +$103K | 1.26% | 21 |
|
2018
Q1 | $1.16M | Sell |
7,532
-2,693
| -26% | -$415K | 1.22% | 25 |
|
2017
Q4 | $1.58M | Buy |
+10,225
| New | +$1.58M | 1.66% | 13 |
|