WealthShield 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 | $321K | Sell |
1,148
-683
| -37% | -$191K | 0.04% | 273 |
|
|
2025
Q1 | $474K | Buy |
1,831
+47
| +3% | +$12.2K | 0.06% | 224 |
|
|
2024
Q4 | $471K | Sell |
1,784
-308
| -15% | -$81.4K | 0.07% | 218 |
|
|
2024
Q3 | $552K | Buy |
2,092
+1,111
| +113% | +$293K | 0.07% | 204 |
|
|
2024
Q2 | $238K | Buy |
981
+119
| +14% | +$28.9K | 0.04% | 259 |
|
|
2024
Q1 | $215K | Sell |
862
-17
| -2% | -$4.25K | 0.03% | 265 |
|
|
2023
Q4 | $204K | Sell |
879
-1,721
| -66% | -$400K | 0.03% | 274 |
|
|
2023
Q3 | $541K | Buy |
2,600
+350
| +16% | +$72.9K | 0.08% | 202 |
|
|
2023
Q2 | $495K | Buy |
2,250
+78
| +4% | +$17.2K | 0.07% | 206 |
|
|
2023
Q1 | $458K | Sell |
2,172
-4
| -0.2% | -$844 | 0.07% | 215 |
|
|
2022
Q4 | $444K | Buy |
2,176
+750
| +53% | +$153K | 0.08% | 208 |
|
|
2022
Q3 | $268K | Buy |
1,426
+104
| +8% | +$19.5K | 0.05% | 256 |
|
|
2022
Q2 | $260K | Buy |
1,322
+250
| +23% | +$49.2K | 0.05% | 262 |
|
|
2022
Q1 | $255K | Buy |
1,072
+149
| +16% | +$35.4K | 0.04% | 299 |
|
|
2021
Q4 | $235K | Buy |
+923
| New | +$235K | 0.04% | 259 |
|
|
2021
Q3 | – | Sell |
-1,196
| Closed | -$284K | – | 729 |
|
|
2021
Q2 | $284K | Sell |
1,196
-22
| -2% | -$5.22K | 0.04% | 212 |
|
|
2021
Q1 | $270K | Sell |
1,218
-546
| -31% | -$121K | 0.05% | 217 |
|
|
2020
Q4 | $365K | Buy |
1,764
+169
| +11% | +$35K | 0.07% | 213 |
|
|
2020
Q3 | $281K | Buy |
1,595
+224
| +16% | +$39.5K | 0.1% | 199 |
|
|
2020
Q2 | $225K | Sell |
1,371
-135
| -9% | -$22.2K | 0.1% | 186 |
|
|
2020
Q1 | $198K | Sell |
1,506
-1,991
| -57% | -$262K | 0.12% | 156 |
|
|
2019
Q4 | $623K | Hold |
3,497
| – | – | 0.3% | 72 |
|
|
2019
Q3 | $586K | Hold |
3,497
| – | – | 0.31% | 72 |
|
|
2019
Q2 | $585K | Buy |
3,497
+20
| +0.6% | +$3.35K | 0.34% | 61 |
|
|
2019
Q1 | $559K | Sell |
3,477
-25
| -0.7% | -$4.02K | 0.31% | 69 |
|
|
2018
Q4 | $484K | Sell |
3,502
-75
| -2% | -$10.4K | 0.33% | 60 |
|
|
2018
Q3 | $590K | Hold |
3,577
| – | – | 0.34% | 56 |
|
|
2018
Q2 | $564K | Sell |
3,577
-812
| -19% | -$128K | 0.34% | 52 |
|
|
2018
Q1 | $677K | Sell |
4,389
-1,210
| -22% | -$187K | 0.43% | 46 |
|
|
2017
Q4 | $872K | Buy |
+5,599
| New | +$872K | 0.53% | 37 |
|