Wells Financial 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 | $2.44M | Sell |
8,702
-493
| -5% | -$138K | 3.35% | 12 |
|
|
2025
Q1 | $2.38M | Buy |
9,195
+187
| +2% | +$48.4K | 3.28% | 12 |
|
|
2024
Q4 | $2.38M | Sell |
9,008
-1,439
| -14% | -$380K | 3.24% | 12 |
|
|
2024
Q3 | $2.76M | Sell |
10,447
-19,055
| -65% | -$5.03M | 3.72% | 13 |
|
|
2024
Q2 | $7.14M | Sell |
29,502
-5,706
| -16% | -$1.38M | 4.7% | 7 |
|
|
2024
Q1 | $8.8M | Sell |
35,208
-347
| -1% | -$86.7K | 5.99% | 5 |
|
|
2023
Q4 | $8.27M | Sell |
35,555
-519
| -1% | -$121K | 6.01% | 6 |
|
|
2023
Q3 | $7.51M | Buy |
36,074
+24
| +0.1% | +$5K | 5.84% | 7 |
|
|
2023
Q2 | $7.94M | Sell |
36,050
-443
| -1% | -$97.5K | 5.99% | 6 |
|
|
2023
Q1 | $7.7M | Sell |
36,493
-322
| -0.9% | -$67.9K | 6.13% | 5 |
|
|
2022
Q4 | $7.5M | Sell |
36,815
-3,426
| -9% | -$698K | 6.21% | 5 |
|
|
2022
Q3 | $7.57M | Sell |
40,241
-1,700
| -4% | -$320K | 7.33% | 5 |
|
|
2022
Q2 | $8.26M | Sell |
41,941
-83
| -0.2% | -$16.3K | 7.46% | 5 |
|
|
2022
Q1 | $10M | Buy |
42,024
+424
| +1% | +$101K | 8.34% | 4 |
|
|
2021
Q4 | $10.6M | Buy |
41,600
+2,133
| +5% | +$543K | 8.45% | 3 |
|
|
2021
Q3 | $9.34M | Buy |
39,467
+410
| +1% | +$97.1K | 7.89% | 4 |
|
|
2021
Q2 | $9.27M | Sell |
39,057
-8
| -0% | -$1.9K | 7.82% | 4 |
|
|
2021
Q1 | $8.65M | Buy |
39,065
+29,249
| +298% | +$6.47M | 7.76% | 4 |
|
|
2020
Q4 | $2.03M | Buy |
+9,816
| New | +$2.03M | 1.74% | 15 |
|