Wealthstream Advisors’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 | $419K | Sell |
1,496
-20
| -1% | -$5.6K | 0.07% | 93 |
|
|
2025
Q1 | $392K | Buy |
1,516
+64
| +4% | +$16.6K | 0.07% | 91 |
|
|
2024
Q4 | $384K | Buy |
1,452
+5
| +0.3% | +$1.32K | 0.07% | 89 |
|
|
2024
Q3 | $382K | Sell |
1,447
-17
| -1% | -$4.48K | 0.07% | 86 |
|
|
2024
Q2 | $354K | Hold |
1,464
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $366K | Buy |
1,464
+5
| +0.3% | +$1.25K | 0.14% | 83 |
|
|
2023
Q4 | $339K | Buy |
1,459
+8
| +0.6% | +$1.86K | 0.14% | 88 |
|
|
2023
Q3 | $302K | Buy |
1,451
+5
| +0.3% | +$1.04K | 0.16% | 73 |
|
|
2023
Q2 | $318K | Buy |
1,446
+457
| +46% | +$101K | 0.17% | 66 |
|
|
2023
Q1 | $209K | Sell |
989
-6
| -0.6% | -$1.27K | 0.12% | 73 |
|
|
2022
Q4 | $203K | Buy |
+995
| New | +$203K | 0.13% | 70 |
|
|
2022
Q2 | – | Sell |
-1,388
| Closed | -$330K | – | 77 |
|
|
2022
Q1 | $330K | Buy |
1,388
+4
| +0.3% | +$951 | 0.29% | 47 |
|
|
2021
Q4 | $353K | Buy |
+1,384
| New | +$353K | 0.3% | 46 |
|