Welch Group’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 | $760K | Buy |
2,717
+202
| +8% | +$56.5K | 0.03% | 124 |
|
|
2025
Q1 | $647K | Hold |
2,515
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $664K | Buy |
2,515
+1
| +0% | +$264 | 0.03% | 128 |
|
|
2024
Q3 | $663K | Sell |
2,514
-41
| -2% | -$10.8K | 0.03% | 123 |
|
|
2024
Q2 | $619K | Buy |
2,555
+36
| +1% | +$8.72K | 0.03% | 123 |
|
|
2024
Q1 | $630K | Sell |
2,519
-359
| -12% | -$89.7K | 0.03% | 113 |
|
|
2023
Q4 | $670K | Sell |
2,878
-33
| -1% | -$7.68K | 0.04% | 103 |
|
|
2023
Q3 | $606K | Buy |
2,911
+52
| +2% | +$10.8K | 0.04% | 97 |
|
|
2023
Q2 | $629K | Buy |
2,859
+212
| +8% | +$46.7K | 0.04% | 92 |
|
|
2023
Q1 | $558K | Sell |
2,647
-39
| -1% | -$8.23K | 0.03% | 104 |
|
|
2022
Q4 | $547K | Buy |
+2,686
| New | +$547K | 0.03% | 111 |
|
|
2022
Q3 | – | Sell |
-2,890
| Closed | -$569K | – | 206 |
|
|
2022
Q2 | $569K | Buy |
2,890
+77
| +3% | +$15.2K | 0.03% | 96 |
|
|
2022
Q1 | $669K | Buy |
2,813
+23
| +0.8% | +$5.47K | 0.04% | 97 |
|
|
2021
Q4 | $711K | Buy |
+2,790
| New | +$711K | 0.04% | 98 |
|