Waterloo Capital’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 | $519K | Sell |
1,855
-302
| -14% | -$84.5K | 0.04% | 266 |
|
|
2025
Q1 | $558K | Buy |
2,157
+221
| +11% | +$57.1K | 0.05% | 232 |
|
|
2024
Q4 | $511K | Sell |
1,936
-1,048
| -35% | -$277K | 0.05% | 226 |
|
|
2024
Q3 | $787K | Sell |
2,984
-468
| -14% | -$123K | 0.09% | 180 |
|
|
2024
Q2 | $836K | Sell |
3,452
-23
| -0.7% | -$5.57K | 0.1% | 164 |
|
|
2024
Q1 | $868K | Buy |
3,475
+77
| +2% | +$19.2K | 0.11% | 164 |
|
|
2023
Q4 | $790K | Buy |
3,398
+288
| +9% | +$67K | 0.13% | 161 |
|
|
2023
Q3 | $648K | Buy |
3,110
+569
| +22% | +$118K | 0.19% | 88 |
|
|
2023
Q2 | $559K | Hold |
2,541
| – | – | 0.17% | 82 |
|
|
2023
Q1 | $536K | Buy |
+2,541
| New | +$536K | 0.17% | 84 |
|