Wealth Enhancement Advisory Services’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 | $61.3M | Buy |
216,223
+21,557
| +11% | +$6.11M | 0.1% | 197 |
|
|
2025
Q1 | $50.3M | Buy |
194,666
+42,378
| +28% | +$11M | 0.1% | 202 |
|
|
2024
Q4 | $40.2M | Buy |
152,288
+9,578
| +7% | +$2.53M | 0.08% | 243 |
|
|
2024
Q3 | $37.7M | Buy |
142,710
+3,591
| +3% | +$947K | 0.08% | 234 |
|
|
2024
Q2 | $33.7M | Buy |
139,119
+19,861
| +17% | +$4.81M | 0.08% | 237 |
|
|
2024
Q1 | $29.8M | Buy |
119,258
+14,545
| +14% | +$3.63M | 0.08% | 247 |
|
|
2023
Q4 | $24.4M | Buy |
104,713
+2,732
| +3% | +$636K | 0.07% | 263 |
|
|
2023
Q3 | $21.2M | Buy |
101,981
+97,909
| +2,404% | +$20.4M | 0.07% | 268 |
|
|
2023
Q2 | $897K | Buy |
4,072
+1,975
| +94% | +$435K | 0.01% | 275 |
|
|
2023
Q1 | $442K | Buy |
+2,097
| New | +$442K | 0.01% | 398 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$374K | – | 248 |
|
|
2020
Q3 | $374K | Hold |
2,000
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $347K | Hold |
2,000
| – | – | 0.01% | 193 |
|
|
2020
Q1 | $300K | Hold |
2,000
| – | – | 0.01% | 196 |
|
|
2019
Q4 | $356K | Hold |
2,000
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $333K | Hold |
2,000
| – | – | 0.01% | 188 |
|
|
2019
Q2 | $341K | Buy |
+2,000
| New | +$341K | 0.02% | 188 |
|