Wealth Architects’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 | $1.11M | Sell |
3,978
-452
| -10% | -$126K | 0.11% | 83 |
|
|
2025
Q1 | $1.15M | Buy |
4,430
+149
| +3% | +$38.5K | 0.13% | 82 |
|
|
2024
Q4 | $1.13M | Hold |
4,281
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $1.13M | Hold |
4,281
| – | – | 0.13% | 77 |
|
|
2024
Q2 | $1.04M | Buy |
4,281
+217
| +5% | +$52.5K | 0.13% | 76 |
|
|
2024
Q1 | $1.02M | Sell |
4,064
-122
| -3% | -$30.5K | 0.13% | 74 |
|
|
2023
Q4 | $974K | Buy |
4,186
+1
| +0% | +$233 | 0.14% | 72 |
|
|
2023
Q3 | $872K | Sell |
4,185
-320
| -7% | -$66.6K | 0.15% | 72 |
|
|
2023
Q2 | $992K | Buy |
4,505
+321
| +8% | +$70.7K | 0.16% | 67 |
|
|
2023
Q1 | $882K | Buy |
4,184
+1
| +0% | +$211 | 0.16% | 68 |
|
|
2022
Q4 | $853K | Buy |
4,183
+1
| +0% | +$204 | 0.16% | 66 |
|
|
2022
Q3 | $786K | Hold |
4,182
| – | – | 0.16% | 61 |
|
|
2022
Q2 | $824K | Hold |
4,182
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $995K | Buy |
4,182
+133
| +3% | +$31.6K | 0.17% | 60 |
|
|
2021
Q4 | $1.03M | Buy |
4,049
+1
| +0% | +$255 | 0.18% | 58 |
|
|
2021
Q3 | $958K | Buy |
4,048
+783
| +24% | +$185K | 0.19% | 56 |
|
|
2021
Q2 | $775K | Hold |
3,265
| – | – | 0.15% | 64 |
|
|
2021
Q1 | $723K | Sell |
3,265
-210
| -6% | -$46.5K | 0.16% | 60 |
|
|
2020
Q4 | $719K | Sell |
3,475
-48
| -1% | -$9.93K | 0.17% | 59 |
|
|
2020
Q3 | $621K | Buy |
3,523
+228
| +7% | +$40.2K | 0.17% | 58 |
|
|
2020
Q2 | $540K | Hold |
3,295
| – | – | 0.15% | 65 |
|
|
2020
Q1 | $434K | Hold |
3,295
| – | – | 0.15% | 68 |
|
|
2019
Q4 | $587K | Buy |
3,295
+49
| +2% | +$8.73K | 0.16% | 55 |
|
|
2019
Q3 | $544K | Hold |
3,246
| – | – | 0.17% | 56 |
|
|
2019
Q2 | $543K | Hold |
3,246
| – | – | 0.16% | 57 |
|
|
2019
Q1 | $522K | Hold |
3,246
| – | – | 0.16% | 57 |
|
|
2018
Q4 | $449K | Hold |
3,246
| – | – | 0.16% | 57 |
|
|
2018
Q3 | $533K | Buy |
3,246
+51
| +2% | +$8.37K | 0.16% | 59 |
|
|
2018
Q2 | $504K | Sell |
3,195
-44
| -1% | -$6.94K | 0.16% | 58 |
|
|
2018
Q1 | $499K | Buy |
3,239
+44
| +1% | +$6.78K | 0.17% | 55 |
|
|
2017
Q4 | $495K | Hold |
3,195
| – | – | 0.16% | 64 |
|
|
2017
Q3 | $470K | Hold |
3,195
| – | – | 0.16% | 66 |
|
|
2017
Q2 | $455K | Hold |
3,195
| – | – | 0.17% | 66 |
|
|
2017
Q1 | $445K | Hold |
3,195
| – | – | 0.18% | 66 |
|
|
2016
Q4 | $421K | Hold |
3,195
| – | – | 0.19% | 66 |
|
|
2016
Q3 | $413K | Hold |
3,195
| – | – | 0.19% | 70 |
|
|
2016
Q2 | $394K | Hold |
3,195
| – | – | 0.19% | 69 |
|
|
2016
Q1 | $387K | Hold |
3,195
| – | – | 0.19% | 71 |
|
|
2015
Q4 | $384K | Hold |
3,195
| – | – | 0.19% | 73 |
|
|
2015
Q3 | $373K | Hold |
3,195
| – | – | 0.2% | 71 |
|
|
2015
Q2 | $407K | Hold |
3,195
| – | – | 0.22% | 66 |
|
|
2015
Q1 | $424K | Hold |
3,195
| – | – | 0.24% | 54 |
|
|
2014
Q4 | $395K | Buy |
+3,195
| New | +$395K | 0.23% | 59 |
|