Y-Intercept (HK)’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 | – | Sell |
-1,091
| Closed | -$282K | – | 2054 |
|
|
2025
Q1 | $282K | Sell |
1,091
-6,259
| -85% | -$1.62M | 0.02% | 925 |
|
|
2024
Q4 | $1.94M | Buy |
7,350
+5,179
| +239% | +$1.37M | 0.13% | 219 |
|
|
2024
Q3 | $573K | Buy |
+2,171
| New | +$573K | 0.04% | 719 |
|
|
2023
Q4 | – | Sell |
-5,688
| Closed | -$1.18M | – | 1681 |
|
|
2023
Q3 | $1.18M | Buy |
5,688
+2,208
| +63% | +$460K | 0.12% | 260 |
|
|
2023
Q2 | $766K | Buy |
+3,480
| New | +$766K | 0.08% | 388 |
|
|
2023
Q1 | – | Sell |
-1,123
| Closed | -$229K | – | 1567 |
|
|
2022
Q4 | $229K | Sell |
1,123
-10,837
| -91% | -$2.21M | 0.03% | 773 |
|
|
2022
Q3 | $2.25M | Buy |
11,960
+9,318
| +353% | +$1.75M | 0.22% | 130 |
|
|
2022
Q2 | $520K | Buy |
+2,642
| New | +$520K | 0.07% | 417 |
|
|
2021
Q3 | – | Sell |
-2,420
| Closed | -$574K | – | 932 |
|
|
2021
Q2 | $574K | Buy |
+2,420
| New | +$574K | 0.15% | 226 |
|