Wealthspan 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 | $3.24M | Buy |
11,583
+308
| +3% | +$86.2K | 1.34% | 22 |
|
|
2025
Q1 | $2.92M | Sell |
11,275
-465
| -4% | -$120K | 1.35% | 22 |
|
|
2024
Q4 | $3.1M | Sell |
11,740
-713
| -6% | -$188K | 1.48% | 19 |
|
|
2024
Q3 | $3.29M | Sell |
12,453
-137
| -1% | -$36.1K | 1.62% | 16 |
|
|
2024
Q2 | $3.05M | Buy |
12,590
+227
| +2% | +$55K | 1.68% | 15 |
|
|
2024
Q1 | $3.09M | Buy |
12,363
+1,498
| +14% | +$374K | 1.82% | 15 |
|
|
2023
Q4 | $2.53M | Buy |
10,865
+380
| +4% | +$88.4K | 1.77% | 15 |
|
|
2023
Q3 | $2.18M | Buy |
10,485
+1,530
| +17% | +$319K | 1.72% | 15 |
|
|
2023
Q2 | $1.97M | Sell |
8,955
-62
| -0.7% | -$13.7K | 1.56% | 16 |
|
|
2023
Q1 | $1.9M | Sell |
9,017
-132
| -1% | -$27.8K | 1.63% | 15 |
|
|
2022
Q4 | $1.86M | Sell |
9,149
-18
| -0.2% | -$3.67K | 1.7% | 15 |
|
|
2022
Q3 | $1.72M | Buy |
9,167
+821
| +10% | +$154K | 1.78% | 15 |
|
|
2022
Q2 | $1.64M | Buy |
8,346
+520
| +7% | +$102K | 1.7% | 12 |
|
|
2022
Q1 | $1.86M | Buy |
7,826
+296
| +4% | +$70.4K | 1.69% | 12 |
|
|
2021
Q4 | $1.92M | Buy |
+7,530
| New | +$1.92M | 1.7% | 13 |
|