Westside Investment 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 | $383K | Buy |
1,366
+25
| +2% | +$7K | 0.07% | 192 |
|
|
2025
Q1 | $347K | Buy |
1,341
+110
| +9% | +$28.5K | 0.07% | 187 |
|
|
2024
Q4 | $325K | Buy |
1,231
+40
| +3% | +$10.6K | 0.07% | 181 |
|
|
2024
Q3 | $311K | Hold |
1,191
| – | – | 0.07% | 185 |
|
|
2024
Q2 | $288K | Buy |
1,191
+182
| +18% | +$44.1K | 0.07% | 189 |
|
|
2024
Q1 | $252K | Buy |
1,009
+50
| +5% | +$12.5K | 0.06% | 204 |
|
|
2023
Q4 | $223K | Buy |
959
+23
| +2% | +$5.35K | 0.06% | 198 |
|
|
2023
Q3 | $195K | Buy |
936
+50
| +6% | +$10.4K | 0.06% | 203 |
|
|
2023
Q2 | $195K | Buy |
886
+35
| +4% | +$7.71K | 0.06% | 208 |
|
|
2023
Q1 | $179K | Buy |
851
+50
| +6% | +$10.5K | 0.05% | 219 |
|
|
2022
Q4 | $163 | Buy |
801
+440
| +122% | +$90 | ﹤0.01% | 333 |
|
|
2022
Q3 | $67 | Hold |
361
| – | – | ﹤0.01% | 391 |
|
|
2022
Q2 | $71 | Sell |
361
-26
| -7% | -$5 | ﹤0.01% | 383 |
|
|
2022
Q1 | $92 | Buy |
387
+99
| +34% | +$24 | ﹤0.01% | 370 |
|
|
2021
Q4 | $73 | Buy |
288
+67
| +30% | +$17 | ﹤0.01% | 374 |
|
|
2021
Q3 | $52 | Hold |
221
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $52 | Hold |
221
| – | – | ﹤0.01% | 383 |
|
|
2021
Q1 | $48 | Hold |
221
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $45 | Hold |
221
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $38 | Hold |
221
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $36 | Buy |
221
+41
| +23% | +$7 | ﹤0.01% | 357 |
|
|
2020
Q1 | $23 | Buy |
+180
| New | +$23 | ﹤0.01% | 384 |
|
|
2019
Q2 | $38 | Buy |
+231
| New | +$38 | ﹤0.01% | 348 |
|
|
2018
Q4 | $122K | Buy |
881
+300
| +52% | +$41.5K | 0.04% | 196 |
|
|
2018
Q3 | $69.2K | Buy |
581
+200
| +52% | +$23.8K | 0.02% | 236 |
|
|
2018
Q2 | $60.1K | Hold |
381
| – | – | 0.02% | 278 |
|
|
2018
Q1 | $57.4K | Buy |
381
+150
| +65% | +$22.6K | 0.03% | 272 |
|
|
2017
Q4 | $36.6K | Buy |
231
+163
| +240% | +$25.9K | 0.02% | 314 |
|
|
2017
Q3 | $10.1K | Buy |
+68
| New | +$10.1K | 0.01% | 538 |
|