Weitzel Financial Services’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 | $317K | Hold |
1,119
| – | – | 0.13% | 36 |
|
|
2025
Q1 | $279K | Hold |
1,119
| – | – | 0.13% | 35 |
|
|
2024
Q4 | $298K | Hold |
1,119
| – | – | 0.14% | 34 |
|
|
2024
Q3 | $293K | Hold |
1,119
| – | – | 0.14% | 34 |
|
|
2024
Q2 | $269K | Hold |
1,119
| – | – | 0.13% | 32 |
|
|
2024
Q1 | $278K | Hold |
1,119
| – | – | 0.14% | 31 |
|
|
2023
Q4 | $260K | Sell |
1,119
-118
| -10% | -$27.4K | 0.14% | 35 |
|
|
2023
Q3 | $252K | Sell |
1,237
-160
| -11% | -$32.6K | 0.15% | 34 |
|
|
2023
Q2 | $308K | Buy |
1,397
+1
| +0.1% | +$220 | 0.17% | 32 |
|
|
2023
Q1 | $294K | Sell |
1,396
-77
| -5% | -$16.2K | 0.18% | 29 |
|
|
2022
Q4 | $300K | Sell |
1,473
-3
| -0.2% | -$611 | 0.19% | 27 |
|
|
2022
Q3 | $277K | Sell |
1,476
-93
| -6% | -$17.5K | 0.19% | 28 |
|
|
2022
Q2 | $309K | Sell |
1,569
-1,549
| -50% | -$305K | 0.21% | 26 |
|
|
2022
Q1 | $742K | Sell |
3,118
-17,846
| -85% | -$4.24M | 0.47% | 20 |
|
|
2021
Q4 | $5.34M | Buy |
20,964
+57
| +0.3% | +$14.5K | 3.23% | 9 |
|
|
2021
Q3 | $5.01M | Sell |
20,907
-5,033,925
| -100% | -$1.21B | 3.25% | 9 |
|
|
2021
Q2 | $21.1M | Buy |
5,054,832
+5,033,112
| +23,173% | +$21M | 0.74% | 14 |
|
|
2021
Q1 | $4.85M | Buy |
21,720
+1,131
| +5% | +$252K | 3.39% | 9 |
|
|
2020
Q4 | $4.6M | Buy |
+20,589
| New | +$4.6M | 3.44% | 9 |
|