WealthBridge Capital Management’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 | $1.03M | Sell |
3,675
-10
| -0.3% | -$2.8K | 0.26% | 72 |
|
|
2025
Q1 | $953K | Sell |
3,685
-225
| -6% | -$58.2K | 0.27% | 71 |
|
|
2024
Q4 | $1.03M | Hold |
3,910
| – | – | 0.29% | 65 |
|
|
2024
Q3 | $1.03M | Buy |
3,910
+1
| +0% | +$264 | 0.29% | 65 |
|
|
2024
Q2 | $946K | Sell |
3,909
-533
| -12% | -$129K | 0.31% | 62 |
|
|
2024
Q1 | $1.11M | Buy |
4,442
+4
| +0.1% | +$999 | 0.37% | 54 |
|
|
2023
Q4 | $1.03M | Buy |
4,438
+34
| +0.8% | +$7.91K | 0.39% | 54 |
|
|
2023
Q3 | $917K | Hold |
4,404
| – | – | 0.38% | 57 |
|
|
2023
Q2 | $970K | Buy |
4,404
+51
| +1% | +$11.2K | 0.39% | 55 |
|
|
2023
Q1 | $918K | Buy |
4,353
+125
| +3% | +$26.4K | 0.37% | 58 |
|
|
2022
Q4 | $862K | Buy |
4,228
+342
| +9% | +$69.7K | 0.36% | 60 |
|
|
2022
Q3 | $765K | Hold |
3,886
| – | – | 0.33% | 68 |
|
|
2022
Q2 | $765K | Buy |
3,886
+257
| +7% | +$50.6K | 0.33% | 68 |
|
|
2022
Q1 | $863K | Sell |
3,629
-94
| -3% | -$22.4K | 0.32% | 71 |
|
|
2021
Q4 | $948K | Sell |
3,723
-171
| -4% | -$43.5K | 0.35% | 59 |
|
|
2021
Q3 | $922K | Buy |
3,894
+26
| +0.7% | +$6.16K | 0.34% | 58 |
|
|
2021
Q2 | $918K | Sell |
3,868
-230
| -6% | -$54.6K | 0.33% | 65 |
|
|
2021
Q1 | $907K | Sell |
4,098
-16
| -0.4% | -$3.54K | 0.37% | 60 |
|
|
2020
Q4 | $851K | Buy |
4,114
+54
| +1% | +$11.2K | 0.37% | 58 |
|
|
2020
Q3 | $716K | Sell |
4,060
-99
| -2% | -$17.5K | 0.37% | 58 |
|
|
2020
Q2 | $682K | Sell |
4,159
-959
| -19% | -$157K | 0.39% | 55 |
|
|
2020
Q1 | $674K | Sell |
5,118
-46
| -0.9% | -$6.06K | 0.47% | 52 |
|
|
2019
Q4 | $920K | Sell |
5,164
-25
| -0.5% | -$4.45K | 0.6% | 43 |
|
|
2019
Q3 | $870K | Sell |
5,189
-50
| -1% | -$8.38K | 0.63% | 41 |
|
|
2019
Q2 | $724K | Buy |
5,239
+50
| +1% | +$6.91K | 0.66% | 39 |
|
|
2019
Q1 | $846K | Sell |
5,189
-50
| -1% | -$8.15K | 0.54% | 39 |
|
|
2018
Q4 | $724K | Buy |
+5,239
| New | +$724K | 0.55% | 39 |
|