Western Wealth Management’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 | $1.24M | Buy |
4,437
+56
| +1% | +$15.7K | 0.07% | 235 |
|
|
2025
Q1 | $1.13M | Sell |
4,381
-335
| -7% | -$86.6K | 0.08% | 230 |
|
|
2024
Q4 | $1.25M | Sell |
4,716
-3,140
| -40% | -$829K | 0.08% | 215 |
|
|
2024
Q3 | $2.07M | Buy |
7,856
+1,354
| +21% | +$357K | 0.12% | 182 |
|
|
2024
Q2 | $1.57M | Buy |
6,502
+1,424
| +28% | +$345K | 0.12% | 159 |
|
|
2024
Q1 | $1.27M | Sell |
5,078
-1,548
| -23% | -$387K | 0.1% | 188 |
|
|
2023
Q4 | $1.54M | Buy |
6,626
+1,103
| +20% | +$257K | 0.11% | 192 |
|
|
2023
Q3 | $1.15M | Buy |
5,523
+100
| +2% | +$20.8K | 0.1% | 220 |
|
|
2023
Q2 | $1.19M | Sell |
5,423
-204
| -4% | -$44.9K | 0.1% | 207 |
|
|
2023
Q1 | $1.19M | Sell |
5,627
-64
| -1% | -$13.5K | 0.11% | 199 |
|
|
2022
Q4 | $1.16M | Sell |
5,691
-3,048
| -35% | -$621K | 0.12% | 194 |
|
|
2022
Q3 | $1.67M | Buy |
8,739
+2,943
| +51% | +$562K | 0.1% | 210 |
|
|
2022
Q2 | $1.15M | Buy |
5,796
+122
| +2% | +$24.3K | 0.07% | 277 |
|
|
2022
Q1 | $1.35M | Buy |
5,674
+3,051
| +116% | +$725K | 0.07% | 277 |
|
|
2021
Q4 | $672K | Buy |
+2,623
| New | +$672K | 0.07% | 273 |
|
|
2021
Q2 | $497K | Buy |
2,101
+1,085
| +107% | +$257K | 0.05% | 360 |
|
|
2021
Q1 | $225K | Hold |
1,016
| – | – | 0.03% | 474 |
|
|
2020
Q4 | $210K | Sell |
1,016
-520
| -34% | -$107K | 0.03% | 437 |
|
|
2020
Q3 | $271K | Buy |
1,536
+28
| +2% | +$4.94K | 0.04% | 353 |
|
|
2020
Q2 | $248K | Buy |
+1,508
| New | +$248K | 0.05% | 349 |
|
|
2019
Q4 | – | Sell |
-1,308
| Closed | -$219K | – | 422 |
|
|
2019
Q3 | $219K | Sell |
1,308
-50
| -4% | -$8.37K | 0.05% | 357 |
|
|
2019
Q2 | $226K | Buy |
+1,358
| New | +$226K | 0.03% | 363 |
|