Waypoint Wealth Counsel’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 | $1.76M | Sell |
6,279
-194
| -3% | -$54.3K | 0.87% | 25 |
|
|
2025
Q1 | $1.67M | Buy |
6,473
+706
| +12% | +$183K | 1.05% | 22 |
|
|
2024
Q4 | $1.52M | Buy |
5,767
+9
| +0.2% | +$2.38K | 0.99% | 24 |
|
|
2024
Q3 | $1.52M | Buy |
5,758
+10
| +0.2% | +$2.64K | 1.02% | 23 |
|
|
2024
Q2 | $1.39M | Buy |
5,748
+16
| +0.3% | +$3.87K | 1.06% | 23 |
|
|
2024
Q1 | $1.43M | Buy |
5,732
+8
| +0.1% | +$2K | 1.1% | 23 |
|
|
2023
Q4 | $1.33M | Sell |
5,724
-1,365
| -19% | -$318K | 1.13% | 22 |
|
|
2023
Q3 | $1.48M | Buy |
7,089
+8
| +0.1% | +$1.67K | 1.39% | 17 |
|
|
2023
Q2 | $1.56M | Buy |
7,081
+6
| +0.1% | +$1.32K | 1.39% | 17 |
|
|
2023
Q1 | $1.49M | Sell |
7,075
-1,429
| -17% | -$301K | 1.16% | 21 |
|
|
2022
Q4 | $1.73M | Buy |
+8,504
| New | +$1.73M | 1.4% | 20 |
|