WCFA
Walkner Condon Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
23,278
+292
| +1% | +$81.7K | 1.2% | 20 |
|
|
2025
Q1 | $5.94M | Sell |
22,986
-1,108
| -5% | -$287K | 1.2% | 19 |
|
|
2024
Q4 | $6.36M | Sell |
24,094
-420
| -2% | -$111K | 1.29% | 18 |
|
|
2024
Q3 | $6.47M | Buy |
24,514
+916
| +4% | +$242K | 1.32% | 18 |
|
|
2024
Q2 | $5.71M | Buy |
23,598
+873
| +4% | +$211K | 1.23% | 20 |
|
|
2024
Q1 | $5.68M | Sell |
22,725
-264
| -1% | -$66K | 1.2% | 22 |
|
|
2023
Q4 | $5.35M | Buy |
22,989
+655
| +3% | +$152K | 1.22% | 21 |
|
|
2023
Q3 | $4.65M | Sell |
22,334
-172
| -0.8% | -$35.8K | 1.23% | 23 |
|
|
2023
Q2 | $4.95M | Sell |
22,506
-1,092
| -5% | -$240K | 1.31% | 21 |
|
|
2023
Q1 | $4.98M | Buy |
23,598
+338
| +1% | +$71.3K | 1.39% | 20 |
|
|
2022
Q4 | $4.74M | Buy |
23,260
+522
| +2% | +$106K | 1.42% | 19 |
|
|
2022
Q3 | $4.28M | Buy |
22,738
+837
| +4% | +$157K | 1.38% | 20 |
|
|
2022
Q2 | $4.32M | Buy |
21,901
+1,262
| +6% | +$249K | 1.35% | 19 |
|
|
2022
Q1 | $4.91M | Buy |
20,639
+1,032
| +5% | +$245K | 1.4% | 18 |
|
|
2021
Q4 | $5M | Sell |
19,607
-3,339
| -15% | -$851K | 3.25% | 5 |
|
|
2021
Q3 | $5.43M | Sell |
22,946
-283
| -1% | -$67K | 2.67% | 8 |
|
|
2021
Q2 | $5.51M | Buy |
23,229
+2,174
| +10% | +$516K | 2.02% | 13 |
|
|
2021
Q1 | $4.66M | Buy |
21,055
+1,428
| +7% | +$316K | 1.81% | 12 |
|
|
2020
Q4 | $4.06M | Buy |
19,627
+6,375
| +48% | +$1.32M | 1.75% | 15 |
|
|
2020
Q3 | $2.34M | Buy |
13,252
+8,589
| +184% | +$1.51M | 1.25% | 19 |
|
|
2020
Q2 | $764K | Sell |
4,663
-606
| -12% | -$99.3K | 0.67% | 26 |
|
|
2020
Q1 | $694K | Sell |
5,269
-356
| -6% | -$46.9K | 0.74% | 24 |
|
|
2019
Q4 | $1M | Buy |
+5,625
| New | +$1M | 0.97% | 20 |
|