White Lighthouse 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 | $5.12M | Buy |
18,291
+798
| +5% | +$223K | 0.83% | 26 |
|
|
2025
Q1 | $4.52M | Buy |
17,493
+580
| +3% | +$150K | 0.81% | 26 |
|
|
2024
Q4 | $4.47M | Buy |
16,913
+516
| +3% | +$136K | 0.78% | 27 |
|
|
2024
Q3 | $4.33M | Buy |
16,397
+410
| +3% | +$108K | 0.78% | 27 |
|
|
2024
Q2 | $3.87M | Buy |
15,987
+920
| +6% | +$223K | 0.75% | 29 |
|
|
2024
Q1 | $3.76M | Buy |
15,067
+1,019
| +7% | +$255K | 0.76% | 29 |
|
|
2023
Q4 | $3.27M | Buy |
14,048
+1,371
| +11% | +$319K | 0.72% | 28 |
|
|
2023
Q3 | $2.64M | Buy |
12,677
+459
| +4% | +$95.6K | 0.64% | 31 |
|
|
2023
Q2 | $2.69M | Buy |
12,218
+24
| +0.2% | +$5.28K | 0.64% | 34 |
|
|
2023
Q1 | $2.57M | Sell |
12,194
-47
| -0.4% | -$9.91K | 0.65% | 34 |
|
|
2022
Q4 | $2.49M | Sell |
12,241
-51
| -0.4% | -$10.4K | 0.68% | 33 |
|
|
2022
Q3 | $2.31M | Buy |
12,292
+830
| +7% | +$156K | 0.67% | 33 |
|
|
2022
Q2 | $2.26M | Buy |
11,462
+110
| +1% | +$21.7K | 0.65% | 34 |
|
|
2022
Q1 | $2.7M | Sell |
11,352
-282
| -2% | -$67.1K | 0.69% | 35 |
|
|
2021
Q4 | $2.96M | Buy |
11,634
+489
| +4% | +$125K | 0.74% | 33 |
|
|
2021
Q3 | $2.64M | Buy |
11,145
+856
| +8% | +$203K | 0.71% | 34 |
|
|
2021
Q2 | $2.44M | Buy |
10,289
+427
| +4% | +$101K | 0.67% | 35 |
|
|
2021
Q1 | $2.18M | Buy |
9,862
+625
| +7% | +$138K | 0.67% | 34 |
|
|
2020
Q4 | $1.91M | Buy |
9,237
+725
| +9% | +$150K | 0.61% | 36 |
|
|
2020
Q3 | $1.5M | Buy |
8,512
+47
| +0.6% | +$8.28K | 0.52% | 44 |
|
|
2020
Q2 | $1.39M | Buy |
8,465
+3,172
| +60% | +$520K | 0.51% | 44 |
|
|
2020
Q1 | $697K | Buy |
5,293
+493
| +10% | +$64.9K | 0.29% | 61 |
|
|
2019
Q4 | $855K | Buy |
4,800
+181
| +4% | +$32.2K | 0.31% | 56 |
|
|
2019
Q3 | $774K | Buy |
4,619
+51
| +1% | +$8.55K | 0.31% | 59 |
|
|
2019
Q2 | $764K | Buy |
4,568
+1,447
| +46% | +$242K | 0.32% | 59 |
|
|
2019
Q1 | $502K | Buy |
3,121
+240
| +8% | +$38.6K | 0.23% | 73 |
|
|
2018
Q4 | $398K | Buy |
2,881
+698
| +32% | +$96.4K | 0.22% | 79 |
|
|
2018
Q3 | $358K | Hold |
2,183
| – | – | 0.18% | 86 |
|
|
2018
Q2 | $344K | Buy |
2,183
+8
| +0.4% | +$1.26K | 0.19% | 86 |
|
|
2018
Q1 | $335K | Buy |
2,175
+6
| +0.3% | +$924 | 0.19% | 88 |
|
|
2017
Q4 | $336K | Buy |
+2,169
| New | +$336K | 0.19% | 91 |
|