Wealthquest’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 | $38.1M | Buy |
136,312
+2,685
| +2% | +$751K | 3.01% | 10 |
|
|
2025
Q1 | $34.6M | Buy |
133,627
+6,974
| +6% | +$1.8M | 2.88% | 11 |
|
|
2024
Q4 | $33.5M | Buy |
126,653
+3,607
| +3% | +$953K | 2.72% | 13 |
|
|
2024
Q3 | $32.3M | Buy |
123,046
+12,473
| +11% | +$3.27M | 2.84% | 13 |
|
|
2024
Q2 | $26.8M | Buy |
110,573
+5,058
| +5% | +$1.22M | 2.85% | 14 |
|
|
2024
Q1 | $26.4M | Buy |
105,515
+27
| +0% | +$6.75K | 2.83% | 14 |
|
|
2023
Q4 | $24.5M | Buy |
105,488
+3,480
| +3% | +$810K | 2.72% | 13 |
|
|
2023
Q3 | $21.2M | Buy |
102,008
+3,593
| +4% | +$748K | 2.61% | 13 |
|
|
2023
Q2 | $21.7M | Buy |
98,415
+3,095
| +3% | +$681K | 2.59% | 12 |
|
|
2023
Q1 | $20.1M | Buy |
95,320
+2,093
| +2% | +$441K | 2.61% | 12 |
|
|
2022
Q4 | $19M | Buy |
93,227
+2,722
| +3% | +$555K | 2.44% | 14 |
|
|
2022
Q3 | $17M | Buy |
90,505
+19,483
| +27% | +$3.66M | 2.38% | 13 |
|
|
2022
Q2 | $14M | Sell |
71,022
-10,305
| -13% | -$2.03M | 2.11% | 12 |
|
|
2022
Q1 | $20.7M | Hold |
81,327
| – | – | 3.18% | 10 |
|
|
2021
Q4 | $20.7M | Buy |
81,327
+2,684
| +3% | +$684K | 3.18% | 10 |
|
|
2021
Q3 | $18.6M | Buy |
78,643
+14,400
| +22% | +$3.41M | 3.14% | 10 |
|
|
2021
Q2 | $15.2M | Sell |
64,243
-3,008
| -4% | -$714K | 2.61% | 12 |
|
|
2021
Q1 | $14.9M | Buy |
67,251
+5,136
| +8% | +$1.14M | 2.78% | 11 |
|
|
2020
Q4 | $12.8M | Buy |
62,115
+2,154
| +4% | +$445K | 2.75% | 12 |
|
|
2020
Q3 | $10.6M | Buy |
59,961
+3,453
| +6% | +$609K | 2.62% | 12 |
|
|
2020
Q2 | $9.26M | Buy |
+56,508
| New | +$9.26M | 2.36% | 13 |
|
|
2019
Q4 | $4.86M | Buy |
27,287
+9,034
| +49% | +$1.61M | 1.39% | 14 |
|
|
2019
Q3 | $3.06M | Buy |
18,253
+8,141
| +81% | +$1.36M | 1.02% | 22 |
|
|
2019
Q2 | $1.69M | Buy |
10,112
+2,503
| +33% | +$418K | 0.64% | 39 |
|
|
2019
Q1 | $1.22M | Buy |
7,609
+1,474
| +24% | +$237K | 0.46% | 45 |
|
|
2018
Q4 | $847K | Buy |
+6,135
| New | +$847K | 0.35% | 52 |
|