Wambolt & Associates’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 | $322K | Hold |
1,145
| – | – | 0.11% | 142 |
|
|
2025
Q1 | $297K | Sell |
1,145
-1,039
| -48% | -$270K | 0.1% | 146 |
|
|
2024
Q4 | $577K | Sell |
2,184
-15
| -0.7% | -$3.96K | 0.18% | 113 |
|
|
2024
Q3 | $577K | Sell |
2,199
-179
| -8% | -$47K | 0.16% | 118 |
|
|
2024
Q2 | $571K | Sell |
2,378
-111
| -4% | -$26.7K | 0.17% | 116 |
|
|
2024
Q1 | $618K | Sell |
2,489
-23
| -0.9% | -$5.71K | 0.18% | 119 |
|
|
2023
Q4 | $584K | Buy |
2,512
+229
| +10% | +$53.3K | 0.19% | 148 |
|
|
2023
Q3 | $470K | Buy |
2,283
+643
| +39% | +$132K | 0.17% | 166 |
|
|
2023
Q2 | $361K | Sell |
1,640
-79
| -5% | -$17.4K | 0.13% | 185 |
|
|
2023
Q1 | $362K | Sell |
1,719
-133
| -7% | -$28K | 0.13% | 193 |
|
|
2022
Q4 | $378K | Buy |
1,852
+1
| +0.1% | +$204 | 0.15% | 177 |
|
|
2022
Q3 | $348K | Sell |
1,851
-107
| -5% | -$20.1K | 0.15% | 172 |
|
|
2022
Q2 | $386K | Buy |
1,958
+1
| +0.1% | +$197 | 0.16% | 168 |
|
|
2022
Q1 | $468K | Sell |
1,957
-51
| -3% | -$12.2K | 0.17% | 160 |
|
|
2021
Q4 | $511K | Sell |
2,008
-128
| -6% | -$32.6K | 0.18% | 149 |
|
|
2021
Q3 | $512K | Sell |
2,136
-12
| -0.6% | -$2.88K | 0.21% | 143 |
|
|
2021
Q2 | $512K | Buy |
2,148
+182
| +9% | +$43.4K | 0.22% | 145 |
|
|
2021
Q1 | $441K | Buy |
1,966
+232
| +13% | +$52K | 0.23% | 144 |
|
|
2020
Q4 | $359K | Sell |
1,734
-75
| -4% | -$15.5K | 0.21% | 150 |
|
|
2020
Q3 | $319K | Sell |
1,809
-143
| -7% | -$25.2K | 0.24% | 145 |
|
|
2020
Q2 | $320K | Sell |
1,952
-344
| -15% | -$56.4K | 0.25% | 139 |
|
|
2020
Q1 | $302K | Sell |
2,296
-134
| -6% | -$17.6K | 0.31% | 113 |
|
|
2019
Q4 | $433K | Sell |
2,430
-24
| -1% | -$4.28K | 0.33% | 102 |
|
|
2019
Q3 | $411K | Sell |
2,454
-23
| -0.9% | -$3.85K | 0.34% | 101 |
|
|
2019
Q2 | $414K | Sell |
2,477
-329
| -12% | -$55K | 0.35% | 95 |
|
|
2019
Q1 | $459K | Sell |
2,806
-345
| -11% | -$56.4K | 0.42% | 74 |
|
|
2018
Q4 | $435K | Buy |
+3,151
| New | +$435K | 0.48% | 65 |
|