Zhang Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Zhang Financial’s Portfolio VO Stock Details VO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.6M	Buy	77,220 +7,079	+10%	+$1.98M	1%	23
2025 Q1	$18.1M	Buy	70,141 +3,256	+5%	+$842K	0.96%	21
2024 Q4	$17.7M	Buy	66,885 +8,782	+15%	+$2.32M	1.01%	19
2024 Q3	$15.3M	Buy	58,103 +1,159	+2%	+$306K	0.97%	21
2024 Q2	$13.8M	Buy	56,944 +4,707	+9%	+$1.14M	0.96%	20
2024 Q1	$13.1M	Buy	52,237 +6,306	+14%	+$1.58M	0.97%	20
2023 Q4	$10.7M	Buy	45,931 +2,046	+5%	+$476K	0.92%	20
2023 Q3	$9.15M	Buy	43,885 +12,721	+41%	+$2.65M	0.93%	20
2023 Q2	$6.88M	Buy	31,164 +11,345	+57%	+$2.51M	0.71%	25
2023 Q1	$4.18M	Buy	19,819 +5,840	+42%	+$1.23M	0.48%	35
2022 Q4	$2.85M	Buy	13,979 +5,214	+59%	+$1.06M	0.36%	47
2022 Q3	$1.65M	Buy	8,765 +2,167	+33%	+$407K	0.25%	57
2022 Q2	$1.3M	Sell	6,598 -409	-6%	-$80.6K	0.21%	63
2022 Q1	$1.67M	Buy	7,007 +2,606	+59%	+$620K	0.28%	49
2021 Q4	$1.12M	Sell	4,401 -268	-6%	-$68.3K	0.2%	68
2021 Q3	$1.11M	Hold	4,669	–	–	0.26%	49
2021 Q2	$1.11M	Hold	4,669	–	–	0.27%	45
2021 Q1	$1.03M	Hold	4,669	–	–	0.28%	43
2020 Q4	$965K	Buy	4,669 +157	+3%	+$32.4K	0.3%	36
2020 Q3	$795K	Sell	4,512 -170	-4%	-$30K	0.29%	37
2020 Q2	$767K	Sell	4,682 -68	-1%	-$11.1K	0.3%	36
2020 Q1	$625K	Sell	4,750 -286	-6%	-$37.6K	0.28%	40
2019 Q4	$897K	Sell	5,036 -179	-3%	-$31.9K	0.34%	37
2019 Q3	$874K	Sell	5,215 -428	-8%	-$71.7K	0.37%	35
2019 Q2	$943K	Buy	5,643 +1,147	+26%	+$192K	0.39%	34
2019 Q1	$723K	Sell	4,496 -237	-5%	-$38.1K	0.31%	39
2018 Q4	$654K	Sell	4,733 -83	-2%	-$11.5K	0.32%	39
2018 Q3	$789K	Sell	4,816 -383	-7%	-$62.7K	0.38%	34
2018 Q2	$820K	Buy	5,199 +62	+1%	+$9.78K	0.42%	31
2018 Q1	$774K	Sell	5,137 -187	-4%	-$28.2K	0.4%	33
2017 Q4	$845K	Sell	5,324 -100	-2%	-$15.9K	0.41%	34
2017 Q3	$803K	Hold	5,424	–	–	0.41%	35
2017 Q2	$774K	Buy	5,424 +100	+2%	+$14.3K	0.41%	38
2017 Q1	$845K	Sell	5,324 -362	-6%	-$57.5K	0.42%	34
2016 Q4	$764K	Buy	5,686 +262	+5%	+$35.2K	0.41%	35
2016 Q3	$702K	Hold	5,424	–	–	0.39%	37
2016 Q2	$671K	Hold	5,424	–	–	0.37%	36
2016 Q1	$658K	Hold	5,424	–	–	0.37%	38
2015 Q4	$651K	Sell	5,424 -123	-2%	-$14.8K	0.39%	36
2015 Q3	$647K	Buy	5,547 +61	+1%	+$7.12K	0.41%	35
2015 Q2	$699K	Sell	5,486 -1,969	-26%	-$251K	0.45%	34
2015 Q1	$989K	Hold	7,455	–	–	0.62%	26
2014 Q4	$921K	Hold	7,455	–	–	0.6%	27
2014 Q3	$875K	Hold	7,455	–	–	0.6%	28
2014 Q2	$885K	Hold	7,455	–	–	0.6%	27
2014 Q1	$847K	Hold	7,455	–	–	0.61%	26
2013 Q4	$820K	Hold	7,455	–	–	0.62%	26
2013 Q3	$764K	Hold	7,455	–	–	0.62%	27
2013 Q2	$709K	Buy	+7,455	New	+$709K	0.61%	28