AAF Wealth 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 | $2.58M | Sell |
9,235
-823
| -8% | -$230K | 1.18% | 11 |
|
|
2025
Q1 | $2.6M | Sell |
10,058
-1,698
| -14% | -$439K | 1.4% | 11 |
|
|
2024
Q4 | $3.11M | Sell |
11,756
-66
| -0.6% | -$17.4K | 1.57% | 12 |
|
|
2024
Q3 | $3.12M | Sell |
11,822
-1,507
| -11% | -$398K | 1.57% | 12 |
|
|
2024
Q2 | $3.23M | Sell |
13,329
-5,780
| -30% | -$1.4M | 1.67% | 12 |
|
|
2024
Q1 | $4.77M | Sell |
19,109
-9,565
| -33% | -$2.39M | 2.69% | 11 |
|
|
2023
Q4 | $6.67M | Sell |
28,674
-31,276
| -52% | -$7.28M | 3.9% | 9 |
|
|
2023
Q3 | $12.5M | Buy |
59,950
+1,982
| +3% | +$413K | 8.02% | 6 |
|
|
2023
Q2 | $12.8M | Buy |
57,968
+1,750
| +3% | +$385K | 7.86% | 5 |
|
|
2023
Q1 | $11.9M | Buy |
56,218
+1,875
| +3% | +$395K | 7.74% | 5 |
|
|
2022
Q4 | $11.1M | Sell |
54,343
-494
| -0.9% | -$101K | 7.85% | 5 |
|
|
2022
Q3 | $10.3M | Buy |
54,837
+2,162
| +4% | +$406K | 8.22% | 5 |
|
|
2022
Q2 | $10.4M | Sell |
52,675
-249
| -0.5% | -$49.1K | 7.82% | 6 |
|
|
2022
Q1 | $12.6M | Buy |
52,924
+512
| +1% | +$122K | 8.27% | 5 |
|
|
2021
Q4 | $13.4M | Sell |
52,412
-192
| -0.4% | -$48.9K | 9.66% | 5 |
|
|
2021
Q3 | $12.5M | Buy |
52,604
+1,140
| +2% | +$270K | 9.46% | 5 |
|
|
2021
Q2 | $12.2M | Buy |
51,464
+1,655
| +3% | +$393K | 9.43% | 5 |
|
|
2021
Q1 | $11M | Buy |
49,809
+2,957
| +6% | +$654K | 9.36% | 6 |
|
|
2020
Q4 | $9.69M | Buy |
+46,852
| New | +$9.69M | 8.77% | 6 |
|