Wealthquest’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 | $41.5M | Buy |
577,416
+15,668
| +3% | +$1.16M | 2.94% | 10 |
|
|
2025
Q4 | $40.8M | Buy |
561,748
+10,712
| +2% | +$779K | 3.08% | 9 |
|
|
2025
Q3 | $40.5M | Buy |
551,036
+5,788
| +1% | +$416K | 3.23% | 9 |
|
|
2025
Q2 | $38.1M | Buy |
545,248
+10,740
| +2% | +$705K | 3.01% | 10 |
|
|
2025
Q1 | $34.6M | Buy |
534,508
+27,896
| +6% | +$1.87M | 2.88% | 11 |
|
|
2024
Q4 | $33.5M | Buy |
506,612
+14,428
| +3% | +$979K | 2.72% | 13 |
|
|
2024
Q3 | $32.3M | Buy |
492,184
+49,892
| +11% | +$3.13M | 2.84% | 13 |
|
|
2024
Q2 | $26.8M | Buy |
442,292
+20,232
| +5% | +$1.23M | 2.85% | 14 |
|
|
2024
Q1 | $26.4M | Buy |
422,060
+108
| +0% | +$6.38K | 2.83% | 14 |
|
|
2023
Q4 | $24.5M | Buy |
421,952
+13,920
| +3% | +$744K | 2.72% | 13 |
|
|
2023
Q3 | $21.2M | Buy |
408,032
+14,372
| +4% | +$788K | 2.61% | 13 |
|
|
2023
Q2 | $21.7M | Buy |
393,660
+12,380
| +3% | +$649K | 2.59% | 12 |
|
|
2023
Q1 | $20.1M | Buy |
381,280
+8,372
| +2% | +$445K | 2.61% | 12 |
|
|
2022
Q4 | $19M | Buy |
372,908
+10,888
| +3% | +$555K | 2.44% | 14 |
|
|
2022
Q3 | $17M | Buy |
362,020
+77,932
| +27% | +$4.07M | 2.38% | 13 |
|
|
2022
Q2 | $14M | Sell |
284,088
-41,220
| -13% | -$2.23M | 2.11% | 12 |
|
|
2022
Q1 | $20.7M | Hold |
325,308
| – | – | 3.18% | 10 |
|
|
2021
Q4 | $20.7M | Buy |
325,308
+10,736
| +3% | +$673K | 3.18% | 10 |
|
|
2021
Q3 | $18.6M | Buy |
314,572
+57,600
| +22% | +$3.48M | 3.14% | 10 |
|
|
2021
Q2 | $15.2M | Sell |
256,972
-12,032
| -4% | -$697K | 2.61% | 12 |
|
|
2021
Q1 | $14.9M | Buy |
269,004
+20,544
| +8% | +$1.11M | 2.78% | 11 |
|
|
2020
Q4 | $12.8M | Buy |
248,460
+8,616
| +4% | +$417K | 2.75% | 12 |
|
|
2020
Q3 | $10.6M | Buy |
239,844
+13,812
| +6% | +$602K | 2.62% | 12 |
|
|
2020
Q2 | $9.26M | Buy |
+226,032
| New | +$8.66M | 2.36% | 13 |
|
|
2019
Q4 | $4.86M | Buy |
109,148
+36,136
| +49% | +$1.55M | 1.39% | 14 |
|
|
2019
Q3 | $3.06M | Buy |
73,012
+32,564
| +81% | +$1.36M | 1.02% | 22 |
|
|
2019
Q2 | $1.69M | Buy |
40,448
+10,012
| +33% | +$410K | 0.64% | 39 |
|
|
2019
Q1 | $1.22M | Buy |
30,436
+5,896
| +24% | +$227K | 0.46% | 45 |
|
|
2018
Q4 | $847K | Buy |
+24,540
| New | +$921K | 0.35% | 52 |
|
Other funds holding VO
