Wolff Financial 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 | $24M | Buy |
85,809
+1,346
| +2% | +$377K | 6.2% | 7 |
|
|
2025
Q1 | $21.8M | Buy |
84,463
+200
| +0.2% | +$51.7K | 6.05% | 8 |
|
|
2024
Q4 | $22.3M | Buy |
84,263
+259
| +0.3% | +$68.4K | 6.18% | 7 |
|
|
2024
Q3 | $22.2M | Buy |
+84,004
| New | +$22.2M | 6.02% | 7 |
|
|
2024
Q2 | – | Sell |
-92,942
| Closed | -$23.2M | – | 89 |
|
|
2024
Q1 | $23.2M | Sell |
92,942
-384
| -0.4% | -$95.9K | 6.77% | 7 |
|
|
2023
Q4 | $21.7M | Buy |
93,326
+2,887
| +3% | +$672K | 6.7% | 7 |
|
|
2023
Q3 | $18.8M | Buy |
+90,439
| New | +$18.8M | 6.43% | 8 |
|
|
2023
Q2 | – | Sell |
-84,843
| Closed | -$17.9M | – | 93 |
|
|
2023
Q1 | $17.9M | Buy |
84,843
+2,641
| +3% | +$557K | 6.23% | 7 |
|
|
2022
Q4 | $16.8M | Buy |
82,202
+37,335
| +83% | +$7.61M | 6.2% | 6 |
|
|
2022
Q3 | $8.43M | Buy |
44,867
+899
| +2% | +$169K | 3.85% | 7 |
|
|
2022
Q2 | $8.66M | Buy |
43,968
+409
| +0.9% | +$80.6K | 3.85% | 8 |
|
|
2022
Q1 | $10.4M | Buy |
43,559
+555
| +1% | +$132K | 4.11% | 6 |
|
|
2021
Q4 | $11M | Buy |
+43,004
| New | +$11M | 4.15% | 7 |
|
|
2021
Q1 | $9.07M | Buy |
40,974
+4,220
| +11% | +$934K | 4.16% | 6 |
|
|
2020
Q4 | $7.6M | Buy |
36,754
+1,647
| +5% | +$341K | 3.98% | 8 |
|
|
2020
Q3 | $6.19M | Sell |
35,107
-663
| -2% | -$117K | 3.67% | 9 |
|
|
2020
Q2 | $5.86M | Sell |
35,770
-1,569
| -4% | -$257K | 3.73% | 8 |
|
|
2020
Q1 | $4.92M | Buy |
37,339
+3,835
| +11% | +$505K | 3.71% | 7 |
|
|
2019
Q4 | $5.97M | Buy |
33,504
+1,670
| +5% | +$298K | 3.96% | 5 |
|
|
2019
Q3 | $5.34M | Buy |
31,834
+1,438
| +5% | +$241K | 3.89% | 5 |
|
|
2019
Q2 | $5.08M | Buy |
30,396
+5,364
| +21% | +$897K | 3.91% | 6 |
|
|
2019
Q1 | $4.02M | Buy |
25,032
+4,912
| +24% | +$790K | 3.34% | 9 |
|
|
2018
Q4 | $2.78M | Buy |
+20,120
| New | +$2.78M | 2.7% | 11 |
|