Wimmer Associates 1’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 | $389K | Sell |
1,389
-100
| -7% | -$28K | 0.2% | 81 |
|
|
2025
Q1 | $402K | Sell |
1,489
-58
| -4% | -$15.7K | 0.21% | 81 |
|
|
2024
Q4 | $409K | Hold |
1,547
| – | – | 0.2% | 81 |
|
|
2024
Q3 | $408K | Hold |
1,547
| – | – | 0.2% | 82 |
|
|
2024
Q2 | $375K | Buy |
1,547
+45
| +3% | +$10.9K | 0.19% | 85 |
|
|
2024
Q1 | $375K | Hold |
1,502
| – | – | 0.2% | 87 |
|
|
2023
Q4 | $349K | Buy |
1,502
+45
| +3% | +$10.5K | 0.2% | 84 |
|
|
2023
Q3 | $303K | Sell |
1,457
-10
| -0.7% | -$2.08K | 0.19% | 91 |
|
|
2023
Q2 | $323K | Hold |
1,467
| – | – | 0.19% | 89 |
|
|
2023
Q1 | $304K | Sell |
1,467
-50
| -3% | -$10.3K | 0.19% | 93 |
|
|
2022
Q4 | $309K | Hold |
1,517
| – | – | 0.2% | 90 |
|
|
2022
Q3 | $309K | Hold |
1,517
| – | – | 0.2% | 89 |
|
|
2022
Q2 | $299K | Sell |
1,517
-90
| -6% | -$17.7K | 0.19% | 94 |
|
|
2022
Q1 | $382K | Buy |
1,607
+90
| +6% | +$21.4K | 0.21% | 89 |
|
|
2021
Q4 | $386K | Hold |
1,517
| – | – | 0.21% | 92 |
|
|
2021
Q3 | $359K | Sell |
1,517
-55
| -3% | -$13K | 0.21% | 90 |
|
|
2021
Q2 | $373K | Sell |
1,572
-80
| -5% | -$19K | 0.22% | 83 |
|
|
2021
Q1 | $366K | Buy |
1,652
+220
| +15% | +$48.7K | 0.2% | 82 |
|
|
2020
Q4 | $296K | Hold |
1,432
| – | – | 0.18% | 92 |
|
|
2020
Q3 | $252K | Sell |
1,432
-120
| -8% | -$21.1K | 0.17% | 93 |
|
|
2020
Q2 | $276K | Sell |
1,552
-437
| -22% | -$77.7K | 0.21% | 89 |
|
|
2020
Q1 | $262K | Sell |
1,989
-245
| -11% | -$32.3K | 0.24% | 86 |
|
|
2019
Q4 | $398K | Sell |
2,234
-75
| -3% | -$13.4K | 0.32% | 68 |
|
|
2019
Q3 | $387K | Hold |
2,309
| – | – | 0.34% | 72 |
|
|
2019
Q2 | $386K | Sell |
2,309
-166
| -7% | -$27.8K | 0.34% | 73 |
|
|
2019
Q1 | $398K | Hold |
2,475
| – | – | 0.35% | 72 |
|
|
2018
Q4 | $342K | Hold |
2,475
| – | – | 0.34% | 74 |
|
|
2018
Q3 | $406K | Sell |
2,475
-83
| -3% | -$13.6K | 0.34% | 72 |
|
|
2018
Q2 | $403K | Sell |
2,558
-1
| -0% | -$158 | 0.36% | 75 |
|
|
2018
Q1 | $395K | Hold |
2,559
| – | – | 0.35% | 78 |
|
|
2017
Q4 | $396K | Sell |
2,559
-165
| -6% | -$25.5K | 0.36% | 76 |
|
|
2017
Q3 | $400K | Sell |
2,724
-60
| -2% | -$8.81K | 0.37% | 77 |
|
|
2017
Q2 | $397K | Sell |
2,784
-240
| -8% | -$34.2K | 0.37% | 76 |
|
|
2017
Q1 | $421K | Buy |
+3,024
| New | +$421K | 0.39% | 73 |
|