Wealthcare Advisory Partners’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 | $15.3M | Buy |
54,673
+8,601
| +19% | +$2.41M | 0.35% | 59 |
|
2025
Q1 | $11.9M | Buy |
46,072
+5,165
| +13% | +$1.34M | 0.32% | 65 |
|
2024
Q4 | $10.8M | Buy |
40,907
+342
| +0.8% | +$90.3K | 0.3% | 68 |
|
2024
Q3 | $10.7M | Sell |
40,565
-823
| -2% | -$217K | 0.3% | 66 |
|
2024
Q2 | $10M | Sell |
41,388
-711
| -2% | -$172K | 0.31% | 60 |
|
2024
Q1 | $10.5M | Buy |
42,099
+2,796
| +7% | +$699K | 0.34% | 55 |
|
2023
Q4 | $9.14M | Buy |
39,303
+8,064
| +26% | +$1.88M | 0.36% | 55 |
|
2023
Q3 | $6.51M | Sell |
31,239
-869
| -3% | -$181K | 0.3% | 65 |
|
2023
Q2 | $7.07M | Sell |
32,108
-8,144
| -20% | -$1.79M | 0.32% | 63 |
|
2023
Q1 | $8.49M | Buy |
40,252
+9,233
| +30% | +$1.95M | 0.36% | 54 |
|
2022
Q4 | $6.32M | Sell |
31,019
-20,352
| -40% | -$4.15M | 0.3% | 64 |
|
2022
Q3 | $9.66M | Buy |
51,371
+33,536
| +188% | +$6.3M | 0.55% | 41 |
|
2022
Q2 | $3.51M | Buy |
17,835
+6,116
| +52% | +$1.2M | 0.21% | 78 |
|
2022
Q1 | $2.79M | Buy |
11,719
+244
| +2% | +$58K | 0.17% | 75 |
|
2021
Q4 | $2.92M | Sell |
11,475
-508
| -4% | -$129K | 0.17% | 73 |
|
2021
Q3 | $2.84M | Sell |
11,983
-9
| -0.1% | -$2.13K | 0.19% | 76 |
|
2021
Q2 | $2.85M | Buy |
11,992
+256
| +2% | +$60.8K | 0.19% | 76 |
|
2021
Q1 | $2.6M | Buy |
11,736
+41
| +0.4% | +$9.08K | 0.19% | 73 |
|
2020
Q4 | $2.42M | Buy |
11,695
+1,904
| +19% | +$394K | 0.21% | 66 |
|
2020
Q3 | $1.73M | Buy |
9,791
+146
| +2% | +$25.7K | 0.19% | 74 |
|
2020
Q2 | $1.58M | Sell |
9,645
-514
| -5% | -$84.3K | 0.2% | 68 |
|
2020
Q1 | $1.34M | Sell |
10,159
-13,649
| -57% | -$1.8M | 0.2% | 68 |
|
2019
Q4 | $4.24M | Buy |
23,808
+40
| +0.2% | +$7.13K | 0.54% | 29 |
|
2019
Q3 | $3.98M | Buy |
23,768
+154
| +0.7% | +$25.8K | 0.58% | 28 |
|
2019
Q2 | $3.95M | Buy |
23,614
+150
| +0.6% | +$25.1K | 0.63% | 27 |
|
2019
Q1 | $3.77M | Sell |
23,464
-1,182
| -5% | -$190K | 0.64% | 27 |
|
2018
Q4 | $3.41M | Buy |
24,646
+17,569
| +248% | +$2.43M | 0.66% | 27 |
|
2018
Q3 | $1.16M | Buy |
7,077
+103
| +1% | +$16.9K | 0.21% | 65 |
|
2018
Q2 | $1.1M | Buy |
6,974
+226
| +3% | +$35.6K | 0.22% | 66 |
|
2018
Q1 | $1.04M | Buy |
6,748
+1,572
| +30% | +$243K | 0.24% | 58 |
|
2017
Q4 | $801K | Buy |
5,176
+596
| +13% | +$92.2K | 0.21% | 64 |
|
2017
Q3 | $673K | Buy |
+4,580
| New | +$673K | 0.2% | 63 |
|