WBH Advisory’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 | $781K | Sell |
2,791
-207
| -7% | -$57.9K | 0.07% | 184 |
|
|
2025
Q1 | $775K | Sell |
2,998
-65
| -2% | -$16.8K | 0.07% | 172 |
|
|
2024
Q4 | $809K | Sell |
3,063
-24
| -0.8% | -$6.34K | 0.08% | 170 |
|
|
2024
Q3 | $815K | Sell |
3,087
-116
| -4% | -$30.6K | 0.08% | 169 |
|
|
2024
Q2 | $775K | Hold |
3,203
| – | – | 0.08% | 170 |
|
|
2024
Q1 | $800K | Buy |
3,203
+1
| +0% | +$250 | 0.08% | 170 |
|
|
2023
Q4 | $745K | Sell |
3,202
-99
| -3% | -$23K | 0.08% | 176 |
|
|
2023
Q3 | $687K | Sell |
3,301
-278
| -8% | -$57.9K | 0.08% | 168 |
|
|
2023
Q2 | $788K | Buy |
3,579
+2
| +0.1% | +$440 | 0.09% | 162 |
|
|
2023
Q1 | $754K | Buy |
+3,577
| New | +$754K | 0.09% | 169 |
|
|
2022
Q3 | $673K | Sell |
3,581
-701
| -16% | -$132K | 0.1% | 169 |
|
|
2022
Q2 | $857K | Sell |
4,282
-210
| -5% | -$42K | 0.11% | 151 |
|
|
2022
Q1 | $1.02M | Buy |
4,492
+268
| +6% | +$60.6K | 0.12% | 144 |
|
|
2021
Q4 | $1.08M | Buy |
4,224
+1
| +0% | +$255 | 0.12% | 149 |
|
|
2021
Q3 | $1M | Buy |
4,223
+1
| +0% | +$237 | 0.13% | 140 |
|
|
2021
Q2 | $1.01M | Buy |
4,222
+1
| +0% | +$239 | 0.15% | 121 |
|
|
2021
Q1 | $934K | Sell |
4,221
-316
| -7% | -$69.9K | 0.15% | 122 |
|
|
2020
Q4 | $978K | Buy |
4,537
+219
| +5% | +$47.2K | 0.17% | 110 |
|
|
2020
Q3 | $761K | Buy |
4,318
+3
| +0.1% | +$529 | 0.15% | 120 |
|
|
2020
Q2 | $707K | Sell |
4,315
-232
| -5% | -$38K | 0.17% | 113 |
|
|
2020
Q1 | $598 | Sell |
4,547
-4,020
| -47% | -$529 | 0.14% | 121 |
|
|
2019
Q4 | $1.53M | Buy |
8,567
+21
| +0.2% | +$3.74K | 0.31% | 74 |
|
|
2019
Q3 | $1.43M | Buy |
8,546
+646
| +8% | +$108K | 0.32% | 79 |
|
|
2019
Q2 | $1.32M | Buy |
7,900
+560
| +8% | +$93.6K | 0.31% | 79 |
|
|
2019
Q1 | $1.18M | Buy |
7,340
+874
| +14% | +$141K | 0.28% | 84 |
|
|
2018
Q4 | $893 | Buy |
6,466
+110
| +2% | +$15 | 0.22% | 98 |
|
|
2018
Q3 | $1.04M | Sell |
6,356
-272
| -4% | -$44.6K | 0.25% | 95 |
|
|
2018
Q2 | $1.04M | Buy |
6,628
+418
| +7% | +$65.8K | 0.27% | 89 |
|
|
2018
Q1 | $957K | Buy |
6,210
+56
| +0.9% | +$8.63K | 0.26% | 88 |
|
|
2017
Q4 | $952K | Buy |
6,154
+64
| +1% | +$9.9K | 0.25% | 94 |
|
|
2017
Q3 | $895K | Buy |
6,090
+56
| +0.9% | +$8.23K | 0.25% | 89 |
|
|
2017
Q2 | $860K | Buy |
6,034
+79
| +1% | +$11.3K | 0.24% | 90 |
|
|
2017
Q1 | $829K | Buy |
5,955
+10
| +0.2% | +$1.39K | 0.25% | 89 |
|
|
2016
Q4 | $782K | Buy |
5,945
+414
| +7% | +$54.5K | 0.26% | 91 |
|
|
2016
Q3 | $715K | Buy |
5,531
+1,548
| +39% | +$200K | 0.24% | 93 |
|
|
2016
Q2 | $492K | Buy |
3,983
+835
| +27% | +$103K | 0.19% | 116 |
|
|
2016
Q1 | $381K | Buy |
3,148
+84
| +3% | +$10.2K | 0.13% | 134 |
|
|
2015
Q4 | $368 | Sell |
3,064
-228
| -7% | -$27 | 0.13% | 139 |
|
|
2015
Q3 | $384K | Buy |
3,292
+39
| +1% | +$4.55K | 0.16% | 130 |
|
|
2015
Q2 | $414K | Sell |
3,253
-191
| -6% | -$24.3K | 0.16% | 133 |
|
|
2015
Q1 | $457 | Sell |
3,444
-250
| -7% | -$33 | 0.13% | 130 |
|
|
2014
Q4 | $456K | Buy |
3,694
+41
| +1% | +$5.06K | 0.17% | 125 |
|
|
2014
Q3 | $428K | Buy |
3,653
+40
| +1% | +$4.69K | 0.15% | 136 |
|
|
2014
Q2 | $428K | Sell |
3,613
-58
| -2% | -$6.87K | 0.16% | 141 |
|
|
2014
Q1 | $416K | Sell |
3,671
-196
| -5% | -$22.2K | 0.17% | 140 |
|
|
2013
Q4 | $425K | Sell |
3,867
-76
| -2% | -$8.35K | 0.17% | 130 |
|
|
2013
Q3 | $404K | Buy |
3,943
+1
| +0% | +$102 | 0.18% | 129 |
|
|
2013
Q2 | $375K | Buy |
+3,942
| New | +$375K | 0.17% | 133 |
|