WealthShield Partners’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 | $410K | Buy |
5,712
+224
| +4% | +$16.6K | 0.05% | 261 |
|
|
2025
Q4 | $398K | Buy |
5,488
+896
| +20% | +$65.2K | 0.04% | 258 |
|
|
2025
Q3 | $337K | Hold |
4,592
| – | – | 0.04% | 271 |
|
|
2025
Q2 | $321K | Sell |
4,592
-2,732
| -37% | -$179K | 0.04% | 273 |
|
|
2025
Q1 | $474K | Buy |
7,324
+188
| +3% | +$12.6K | 0.06% | 225 |
|
|
2024
Q4 | $471K | Sell |
7,136
-1,232
| -15% | -$83.6K | 0.07% | 218 |
|
|
2024
Q3 | $552K | Buy |
8,368
+4,444
| +113% | +$279K | 0.07% | 204 |
|
|
2024
Q2 | $238K | Buy |
3,924
+476
| +14% | +$28.9K | 0.04% | 259 |
|
|
2024
Q1 | $215K | Sell |
3,448
-68
| -2% | -$4.02K | 0.03% | 265 |
|
|
2023
Q4 | $204K | Sell |
3,516
-6,884
| -66% | -$368K | 0.03% | 274 |
|
|
2023
Q3 | $541K | Buy |
10,400
+1,400
| +16% | +$76.8K | 0.08% | 202 |
|
|
2023
Q2 | $495K | Buy |
9,000
+312
| +4% | +$16.4K | 0.07% | 206 |
|
|
2023
Q1 | $458K | Sell |
8,688
-16
| -0.2% | -$851 | 0.07% | 215 |
|
|
2022
Q4 | $444K | Buy |
8,704
+3,000
| +53% | +$153K | 0.08% | 208 |
|
|
2022
Q3 | $268K | Buy |
5,704
+416
| +8% | +$21.7K | 0.05% | 256 |
|
|
2022
Q2 | $260K | Buy |
5,288
+1,000
| +23% | +$54K | 0.05% | 262 |
|
|
2022
Q1 | $255K | Buy |
4,288
+596
| +16% | +$35K | 0.04% | 299 |
|
|
2021
Q4 | $235K | Buy |
+3,692
| New | +$231K | 0.04% | 259 |
|
|
2021
Q3 | – | Sell |
-4,784
| Closed | -$284K | – | 726 |
|
|
2021
Q2 | $284K | Sell |
4,784
-88
| -2% | -$5.1K | 0.04% | 212 |
|
|
2021
Q1 | $270K | Sell |
4,872
-2,184
| -31% | -$119K | 0.05% | 217 |
|
|
2020
Q4 | $365K | Buy |
7,056
+676
| +11% | +$32.7K | 0.07% | 213 |
|
|
2020
Q3 | $281K | Buy |
6,380
+896
| +16% | +$39K | 0.1% | 199 |
|
|
2020
Q2 | $225K | Sell |
5,484
-540
| -9% | -$20.7K | 0.1% | 186 |
|
|
2020
Q1 | $198K | Sell |
6,024
-7,964
| -57% | -$330K | 0.12% | 156 |
|
|
2019
Q4 | $623K | Hold |
13,988
| – | – | 0.3% | 72 |
|
|
2019
Q3 | $586K | Hold |
13,988
| – | – | 0.31% | 72 |
|
|
2019
Q2 | $585K | Buy |
13,988
+80
| +0.6% | +$3.27K | 0.34% | 61 |
|
|
2019
Q1 | $559K | Sell |
13,908
-100
| -0.7% | -$3.85K | 0.31% | 69 |
|
|
2018
Q4 | $484K | Sell |
14,008
-300
| -2% | -$11.3K | 0.33% | 60 |
|
|
2018
Q3 | $590K | Hold |
14,308
| – | – | 0.34% | 56 |
|
|
2018
Q2 | $564K | Sell |
14,308
-3,248
| -19% | -$127K | 0.34% | 52 |
|
|
2018
Q1 | $677K | Sell |
17,556
-4,840
| -22% | -$191K | 0.43% | 46 |
|
|
2017
Q4 | $872K | Buy |
+22,396
| New | +$845K | 0.53% | 37 |
|
Other funds holding VO
WealthShield Partners's VO Position: Q1 2026 in Review
WealthShield Partners increased its Vanguard Mid-Cap ETF (VO) stake by 4.1% in Q1 2026, buying an estimated $16.6K and bringing the position to 5,712 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #261.
WealthShield Partners first reported a position in VO in Q4 2017 and has held it in 33 quarters since. The position peaked at $872K in Q4 2017. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- WealthShield Partners held 5,712 shares of Vanguard Mid-Cap ETF worth $410K as of Q1 2026.
- WealthShield Partners bought 224 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $16.6K.
- Vanguard Mid-Cap ETF made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #261 holding.
- WealthShield Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
- WealthShield Partners's Vanguard Mid-Cap ETF position peaked at $872K in Q4 2017.
- 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.