Wealth Architects’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
15,996
+88
| +0.6% | +$6.54K | 0.1% | 90 |
|
|
2025
Q4 | $1.15M | Hold |
15,908
| – | – | 0.1% | 87 |
|
|
2025
Q3 | $1.17M | Sell |
15,908
-4
| -0% | -$287 | 0.11% | 85 |
|
|
2025
Q2 | $1.11M | Sell |
15,912
-1,808
| -10% | -$119K | 0.11% | 83 |
|
|
2025
Q1 | $1.15M | Buy |
17,720
+596
| +3% | +$40K | 0.13% | 82 |
|
|
2024
Q4 | $1.13M | Hold |
17,124
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $1.13M | Hold |
17,124
| – | – | 0.13% | 77 |
|
|
2024
Q2 | $1.04M | Buy |
17,124
+868
| +5% | +$52.7K | 0.13% | 76 |
|
|
2024
Q1 | $1.02M | Sell |
16,256
-488
| -3% | -$28.8K | 0.13% | 74 |
|
|
2023
Q4 | $974K | Buy |
16,744
+4
| +0% | +$214 | 0.14% | 72 |
|
|
2023
Q3 | $872K | Sell |
16,740
-1,280
| -7% | -$70.2K | 0.15% | 72 |
|
|
2023
Q2 | $992K | Buy |
18,020
+1,284
| +8% | +$67.3K | 0.16% | 67 |
|
|
2023
Q1 | $882K | Buy |
16,736
+4
| +0% | +$213 | 0.16% | 68 |
|
|
2022
Q4 | $853K | Buy |
16,732
+4
| +0% | +$204 | 0.16% | 66 |
|
|
2022
Q3 | $786K | Hold |
16,728
| – | – | 0.16% | 61 |
|
|
2022
Q2 | $824K | Hold |
16,728
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $995K | Buy |
16,728
+532
| +3% | +$31.2K | 0.17% | 60 |
|
|
2021
Q4 | $1.03M | Buy |
16,196
+4
| +0% | +$251 | 0.18% | 58 |
|
|
2021
Q3 | $958K | Buy |
16,192
+3,132
| +24% | +$189K | 0.19% | 56 |
|
|
2021
Q2 | $775K | Hold |
13,060
| – | – | 0.15% | 64 |
|
|
2021
Q1 | $723K | Sell |
13,060
-840
| -6% | -$45.6K | 0.16% | 60 |
|
|
2020
Q4 | $719K | Sell |
13,900
-192
| -1% | -$9.3K | 0.17% | 59 |
|
|
2020
Q3 | $621K | Buy |
14,092
+912
| +7% | +$39.7K | 0.17% | 58 |
|
|
2020
Q2 | $540K | Hold |
13,180
| – | – | 0.15% | 65 |
|
|
2020
Q1 | $434K | Hold |
13,180
| – | – | 0.15% | 68 |
|
|
2019
Q4 | $587K | Buy |
13,180
+196
| +2% | +$8.42K | 0.16% | 55 |
|
|
2019
Q3 | $544K | Hold |
12,984
| – | – | 0.17% | 56 |
|
|
2019
Q2 | $543K | Hold |
12,984
| – | – | 0.16% | 57 |
|
|
2019
Q1 | $522K | Hold |
12,984
| – | – | 0.16% | 57 |
|
|
2018
Q4 | $449K | Hold |
12,984
| – | – | 0.16% | 57 |
|
|
2018
Q3 | $533K | Buy |
12,984
+204
| +2% | +$8.32K | 0.16% | 59 |
|
|
2018
Q2 | $504K | Sell |
12,780
-176
| -1% | -$6.91K | 0.16% | 58 |
|
|
2018
Q1 | $499K | Buy |
12,956
+176
| +1% | +$6.93K | 0.17% | 55 |
|
|
2017
Q4 | $495K | Hold |
12,780
| – | – | 0.16% | 64 |
|
|
2017
Q3 | $470K | Hold |
12,780
| – | – | 0.16% | 66 |
|
|
2017
Q2 | $455K | Hold |
12,780
| – | – | 0.17% | 66 |
|
|
2017
Q1 | $445K | Hold |
12,780
| – | – | 0.18% | 66 |
|
|
2016
Q4 | $421K | Hold |
12,780
| – | – | 0.19% | 66 |
|
|
2016
Q3 | $413K | Hold |
12,780
| – | – | 0.19% | 70 |
|
|
2016
Q2 | $394K | Hold |
12,780
| – | – | 0.19% | 69 |
|
|
2016
Q1 | $387K | Hold |
12,780
| – | – | 0.19% | 71 |
|
|
2015
Q4 | $384K | Hold |
12,780
| – | – | 0.19% | 73 |
|
|
2015
Q3 | $373K | Hold |
12,780
| – | – | 0.2% | 71 |
|
|
2015
Q2 | $407K | Hold |
12,780
| – | – | 0.22% | 66 |
|
|
2015
Q1 | $424K | Hold |
12,780
| – | – | 0.24% | 54 |
|
|
2014
Q4 | $395K | Buy |
+12,780
| New | +$385K | 0.23% | 59 |
|
Other funds holding VO
