Whelan Financial’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 | $13.2M | Sell |
47,293
-146
| -0.3% | -$40.9K | 4.79% | 8 |
|
|
2025
Q1 | $12.3M | Sell |
47,439
-521
| -1% | -$135K | 4.77% | 8 |
|
|
2024
Q4 | $12.7M | Sell |
47,960
-476
| -1% | -$126K | 4.98% | 8 |
|
|
2024
Q3 | $12.8M | Buy |
48,436
+133
| +0.3% | +$35.1K | 5.26% | 8 |
|
|
2024
Q2 | $11.7M | Buy |
48,303
+95
| +0.2% | +$23K | 5.22% | 8 |
|
|
2024
Q1 | $12M | Sell |
48,208
-1,603
| -3% | -$401K | 5.5% | 8 |
|
|
2023
Q4 | $11.6M | Sell |
49,811
-1,040
| -2% | -$242K | 5.41% | 8 |
|
|
2023
Q3 | $10.6M | Buy |
50,851
+1,381
| +3% | +$288K | 5.58% | 8 |
|
|
2023
Q2 | $10.9M | Buy |
49,470
+58
| +0.1% | +$12.8K | 5.69% | 8 |
|
|
2023
Q1 | $10.4M | Buy |
49,412
+4,084
| +9% | +$861K | 5.78% | 8 |
|
|
2022
Q4 | $9.24M | Sell |
45,328
-727
| -2% | -$148K | 5.58% | 8 |
|
|
2022
Q3 | $8.66M | Buy |
46,055
+5,561
| +14% | +$1.05M | 5.95% | 8 |
|
|
2022
Q2 | $7.98M | Sell |
40,494
-2,258
| -5% | -$445K | 5.39% | 8 |
|
|
2022
Q1 | $10.2M | Buy |
42,752
+4,443
| +12% | +$1.06M | 6.26% | 8 |
|
|
2021
Q4 | $9.76M | Sell |
38,309
-6,120
| -14% | -$1.56M | 6.06% | 8 |
|
|
2021
Q3 | $10.5M | Buy |
+44,429
| New | +$10.5M | 9.62% | 6 |
|