YHB Investment Advisors’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 | $334K | Sell |
1,195
-5
| -0.4% | -$1.4K | 0.03% | 239 |
|
|
2025
Q1 | $310K | Hold |
1,200
| – | – | 0.03% | 237 |
|
|
2024
Q4 | $317K | Sell |
1,200
-25
| -2% | -$6.6K | 0.03% | 227 |
|
|
2024
Q3 | $323K | Hold |
1,225
| – | – | 0.03% | 232 |
|
|
2024
Q2 | $297K | Hold |
1,225
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $306K | Hold |
1,225
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $285K | Hold |
1,225
| – | – | 0.03% | 230 |
|
|
2023
Q3 | $255K | Hold |
1,225
| – | – | 0.02% | 239 |
|
|
2023
Q2 | $270K | Hold |
1,225
| – | – | 0.03% | 236 |
|
|
2023
Q1 | $258K | Hold |
1,225
| – | – | 0.03% | 244 |
|
|
2022
Q4 | $250K | Buy |
1,225
+25
| +2% | +$5.1K | 0.03% | 249 |
|
|
2022
Q3 | $226K | Sell |
1,200
-3
| -0.2% | -$565 | 0.03% | 258 |
|
|
2022
Q2 | $237K | Hold |
1,203
| – | – | 0.03% | 248 |
|
|
2022
Q1 | $286K | Hold |
1,203
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $306K | Buy |
1,203
+2
| +0.2% | +$509 | 0.02% | 264 |
|
|
2021
Q3 | $284K | Hold |
1,201
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $285K | Hold |
1,201
| – | – | 0.02% | 250 |
|
|
2021
Q1 | $277K | Hold |
1,201
| – | – | 0.02% | 249 |
|
|
2020
Q4 | $248K | Sell |
1,201
-44
| -4% | -$9.09K | 0.02% | 252 |
|
|
2020
Q3 | $219K | Buy |
+1,245
| New | +$219K | 0.02% | 243 |
|