Wealth Alliance’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 | $3.69M | Buy |
13,175
+540
| +4% | +$151K | 0.41% | 45 |
|
|
2025
Q1 | $3.27M | Buy |
12,635
+53
| +0.4% | +$13.7K | 0.4% | 51 |
|
|
2024
Q4 | $3.32M | Buy |
12,582
+137
| +1% | +$36.2K | 0.4% | 44 |
|
|
2024
Q3 | $3.28M | Buy |
12,445
+319
| +3% | +$84.2K | 0.39% | 44 |
|
|
2024
Q2 | $2.94M | Buy |
12,126
+906
| +8% | +$219K | 0.38% | 47 |
|
|
2024
Q1 | $2.8M | Sell |
11,220
-37
| -0.3% | -$9.25K | 0.37% | 50 |
|
|
2023
Q4 | $2.62M | Sell |
11,257
-341
| -3% | -$79.3K | 0.37% | 48 |
|
|
2023
Q3 | $2.42M | Sell |
11,598
-241
| -2% | -$50.2K | 0.38% | 54 |
|
|
2023
Q2 | $2.61M | Sell |
11,839
-103
| -0.9% | -$22.7K | 0.39% | 44 |
|
|
2023
Q1 | $2.52M | Sell |
11,942
-36
| -0.3% | -$7.59K | 0.41% | 40 |
|
|
2022
Q4 | $2.44M | Sell |
11,978
-207
| -2% | -$42.2K | 0.43% | 36 |
|
|
2022
Q3 | $2.29M | Sell |
12,185
-145
| -1% | -$27.3K | 0.45% | 34 |
|
|
2022
Q2 | $2.43M | Buy |
12,330
+96
| +0.8% | +$18.9K | 0.47% | 36 |
|
|
2022
Q1 | $2.91M | Sell |
12,234
-55
| -0.4% | -$13.1K | 0.59% | 26 |
|
|
2021
Q4 | $3.13M | Sell |
12,289
-112
| -0.9% | -$28.5K | 0.63% | 25 |
|
|
2021
Q3 | $2.94M | Buy |
12,401
+28
| +0.2% | +$6.63K | 0.66% | 28 |
|
|
2021
Q2 | $2.94M | Sell |
12,373
-297
| -2% | -$70.5K | 0.69% | 27 |
|
|
2021
Q1 | $2.8M | Buy |
12,670
+704
| +6% | +$156K | 0.79% | 22 |
|
|
2020
Q4 | $2.47M | Sell |
11,966
-101
| -0.8% | -$20.9K | 0.73% | 24 |
|
|
2020
Q3 | $2.13M | Buy |
12,067
+810
| +7% | +$143K | 0.76% | 26 |
|
|
2020
Q2 | $1.85M | Buy |
11,257
+2,307
| +26% | +$378K | 0.73% | 26 |
|
|
2020
Q1 | $1.18M | Buy |
+8,950
| New | +$1.18M | 0.64% | 34 |
|