Westmount Partners’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 | $513K | Hold |
1,835
| – | – | 0.14% | 125 |
|
|
2025
Q1 | $475K | Buy |
1,835
+8
| +0.4% | +$2.07K | 0.14% | 132 |
|
|
2024
Q4 | $483K | Sell |
1,827
-14
| -0.8% | -$3.7K | 0.15% | 121 |
|
|
2024
Q3 | $486K | Sell |
1,841
-22
| -1% | -$5.81K | 0.15% | 118 |
|
|
2024
Q2 | $448K | Sell |
1,863
-391
| -17% | -$93.9K | 0.15% | 120 |
|
|
2024
Q1 | $563K | Buy |
2,254
+7
| +0.3% | +$1.75K | 0.2% | 102 |
|
|
2023
Q4 | $523K | Sell |
2,247
-386
| -15% | -$89.8K | 0.21% | 100 |
|
|
2023
Q3 | $548K | Buy |
2,633
+11
| +0.4% | +$2.29K | 0.24% | 96 |
|
|
2023
Q2 | $577K | Buy |
2,622
+17
| +0.7% | +$3.74K | 0.25% | 85 |
|
|
2023
Q1 | $549K | Buy |
2,605
+13
| +0.5% | +$2.74K | 0.25% | 88 |
|
|
2022
Q4 | $528K | Buy |
+2,592
| New | +$528K | 0.27% | 88 |
|