Walled Lake Planning & Wealth 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 | $723K | Sell |
2,584
-485
| -16% | -$136K | 0.24% | 52 |
|
|
2025
Q1 | $794K | Buy |
3,069
+64
| +2% | +$16.6K | 0.28% | 50 |
|
|
2024
Q4 | $794K | Buy |
3,005
+223
| +8% | +$58.9K | 0.3% | 50 |
|
|
2024
Q3 | $734K | Buy |
2,782
+145
| +5% | +$38.3K | 0.28% | 48 |
|
|
2024
Q2 | $638K | Buy |
2,637
+404
| +18% | +$97.8K | 0.26% | 49 |
|
|
2024
Q1 | $558K | Buy |
2,233
+522
| +31% | +$130K | 0.23% | 45 |
|
|
2023
Q4 | $398K | Buy |
1,711
+20
| +1% | +$4.65K | 0.19% | 59 |
|
|
2023
Q3 | $352K | Buy |
1,691
+53
| +3% | +$11K | 0.18% | 58 |
|
|
2023
Q2 | $361K | Buy |
1,638
+249
| +18% | +$54.8K | 0.18% | 55 |
|
|
2023
Q1 | $293K | Buy |
1,389
+100
| +8% | +$21.1K | 0.15% | 60 |
|
|
2022
Q4 | $263K | Sell |
1,289
-36
| -3% | -$7.34K | 0.18% | 46 |
|
|
2022
Q3 | $249K | Buy |
1,325
+57
| +4% | +$10.7K | 0.17% | 63 |
|
|
2022
Q2 | $250K | Buy |
1,268
+177
| +16% | +$34.9K | 0.17% | 64 |
|
|
2022
Q1 | $259K | Sell |
1,091
-555
| -34% | -$132K | 0.15% | 71 |
|
|
2021
Q4 | $419K | Buy |
1,646
+1,086
| +194% | +$276K | 0.24% | 53 |
|
|
2021
Q3 | $133K | Buy |
560
+127
| +29% | +$30.2K | 0.08% | 100 |
|
|
2021
Q2 | $103K | Buy |
433
+35
| +9% | +$8.33K | 0.07% | 115 |
|
|
2021
Q1 | $88K | Buy |
398
+67
| +20% | +$14.8K | 0.06% | 120 |
|
|
2020
Q4 | $68K | Buy |
331
+89
| +37% | +$18.3K | 0.05% | 121 |
|
|
2020
Q3 | $43K | Buy |
242
+73
| +43% | +$13K | 0.03% | 134 |
|
|
2020
Q2 | $28K | Buy |
+169
| New | +$28K | 0.02% | 137 |
|