Welch & Forbes’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 | $2.68M | Buy |
9,586
+46
| +0.5% | +$12.9K | 0.03% | 163 |
|
|
2025
Q1 | $2.47M | Sell |
9,540
-61
| -0.6% | -$15.8K | 0.03% | 169 |
|
|
2024
Q4 | $2.54M | Sell |
9,601
-211
| -2% | -$55.7K | 0.03% | 170 |
|
|
2024
Q3 | $2.59M | Sell |
9,812
-74
| -0.7% | -$19.5K | 0.03% | 169 |
|
|
2024
Q2 | $2.39M | Buy |
9,886
+44
| +0.4% | +$10.6K | 0.03% | 170 |
|
|
2024
Q1 | $2.46M | Sell |
9,842
-71
| -0.7% | -$17.7K | 0.03% | 174 |
|
|
2023
Q4 | $2.31M | Sell |
9,913
-300
| -3% | -$69.8K | 0.03% | 176 |
|
|
2023
Q3 | $2.13M | Sell |
10,213
-348
| -3% | -$72.5K | 0.04% | 175 |
|
|
2023
Q2 | $2.33M | Sell |
10,561
-234
| -2% | -$51.5K | 0.04% | 172 |
|
|
2023
Q1 | $2.28M | Sell |
10,795
-18
| -0.2% | -$3.8K | 0.04% | 169 |
|
|
2022
Q4 | $2.2M | Sell |
10,813
-394
| -4% | -$80.3K | 0.04% | 170 |
|
|
2022
Q3 | $2.11M | Sell |
11,207
-283
| -2% | -$53.2K | 0.04% | 173 |
|
|
2022
Q2 | $2.26M | Hold |
11,490
| – | – | 0.04% | 168 |
|
|
2022
Q1 | $2.73M | Buy |
11,490
+141
| +1% | +$33.5K | 0.04% | 159 |
|
|
2021
Q4 | $2.89M | Sell |
11,349
-500
| -4% | -$127K | 0.04% | 162 |
|
|
2021
Q3 | $2.81M | Buy |
11,849
+8,188
| +224% | +$1.94M | 0.05% | 162 |
|
|
2021
Q2 | $869K | Hold |
3,661
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $810K | Buy |
3,661
+311
| +9% | +$68.8K | 0.02% | 233 |
|
|
2020
Q4 | $692K | Buy |
3,350
+81
| +2% | +$16.7K | 0.01% | 243 |
|
|
2020
Q3 | $577K | Sell |
3,269
-255
| -7% | -$45K | 0.01% | 239 |
|
|
2020
Q2 | $578K | Sell |
3,524
-6
| -0.2% | -$984 | 0.01% | 231 |
|
|
2020
Q1 | $465K | Hold |
3,530
| – | – | 0.01% | 238 |
|
|
2019
Q4 | $629K | Buy |
3,530
+145
| +4% | +$25.8K | 0.01% | 240 |
|
|
2019
Q3 | $567K | Buy |
3,385
+1,492
| +79% | +$250K | 0.01% | 248 |
|
|
2019
Q2 | $317K | Hold |
1,893
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $304K | Sell |
1,893
-160
| -8% | -$25.7K | 0.01% | 302 |
|
|
2018
Q4 | $283K | Hold |
2,053
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $337K | Sell |
2,053
-350
| -15% | -$57.5K | 0.01% | 292 |
|
|
2018
Q2 | $379K | Hold |
2,403
| – | – | 0.01% | 278 |
|
|
2018
Q1 | $371K | Sell |
2,403
-1,070
| -31% | -$165K | 0.01% | 279 |
|
|
2017
Q4 | $538K | Buy |
+3,473
| New | +$538K | 0.01% | 231 |
|
|
2017
Q3 | – | Sell |
-1,743
| Closed | -$248K | – | 345 |
|
|
2017
Q2 | $248K | Buy |
1,743
+37
| +2% | +$5.26K | 0.01% | 314 |
|
|
2017
Q1 | $238K | Buy |
+1,706
| New | +$238K | 0.01% | 311 |
|
|
2016
Q1 | – | Sell |
-3,862
| Closed | -$464K | – | 357 |
|
|
2015
Q4 | $464K | Buy |
3,862
+337
| +10% | +$40.5K | 0.01% | 244 |
|
|
2015
Q3 | $411K | Hold |
3,525
| – | – | 0.01% | 262 |
|
|
2015
Q2 | $449K | Buy |
+3,525
| New | +$449K | 0.01% | 260 |
|