World Equity Group’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 | $778K | Buy |
2,782
+695
| +33% | +$194K | 0.21% | 103 |
|
2025
Q1 | $539K | Sell |
2,087
-2,069
| -50% | -$535K | 0.15% | 137 |
|
2024
Q4 | $1.1M | Buy |
4,156
+2,145
| +107% | +$566K | 0.24% | 92 |
|
2024
Q3 | $530K | Sell |
2,011
-795
| -28% | -$210K | 0.19% | 122 |
|
2024
Q2 | $679K | Sell |
2,806
-2,968
| -51% | -$718K | 0.2% | 132 |
|
2024
Q1 | $1.44M | Buy |
5,774
+180
| +3% | +$45K | 0.3% | 88 |
|
2023
Q4 | $1.3M | Buy |
5,594
+3,061
| +121% | +$712K | 0.26% | 93 |
|
2023
Q3 | $527K | Buy |
2,533
+159
| +7% | +$33.1K | 0.11% | 194 |
|
2023
Q2 | $523K | Sell |
2,374
-13,190
| -85% | -$2.9M | 0.15% | 174 |
|
2023
Q1 | $703K | Buy |
15,564
+13,089
| +529% | +$591K | 0.11% | 214 |
|
2022
Q4 | $504K | Buy |
2,475
+31
| +1% | +$6.32K | 0.12% | 175 |
|
2022
Q3 | $459K | Buy |
2,444
+45
| +2% | +$8.46K | 0.12% | 175 |
|
2022
Q2 | $473K | Buy |
2,399
+197
| +9% | +$38.8K | 0.12% | 183 |
|
2022
Q1 | $524K | Buy |
+2,202
| New | +$524K | 0.11% | 203 |
|