AFAS
Acorn Financial Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
16,042
-212
| -1% | -$59.3K | 0.74% | 20 |
|
|
2025
Q1 | $4.2M | Sell |
16,254
-1,223
| -7% | -$316K | 0.76% | 17 |
|
|
2024
Q4 | $4.62M | Sell |
17,477
-3,036
| -15% | -$802K | 0.76% | 17 |
|
|
2024
Q3 | $5.41M | Sell |
20,513
-104
| -0.5% | -$27.4K | 0.96% | 15 |
|
|
2024
Q2 | $4.99M | Buy |
20,617
+1,691
| +9% | +$409K | 0.93% | 15 |
|
|
2024
Q1 | $4.73M | Sell |
18,926
-5,570
| -23% | -$1.39M | 0.89% | 15 |
|
|
2023
Q4 | $5.67M | Sell |
24,496
-5,830
| -19% | -$1.35M | 0.99% | 14 |
|
|
2023
Q3 | $6.3M | Sell |
30,326
-142,843
| -82% | -$29.7M | 1.12% | 14 |
|
|
2023
Q2 | $38.1M | Buy |
173,169
+830
| +0.5% | +$183K | 6.77% | 4 |
|
|
2023
Q1 | $36.3M | Sell |
172,339
-356
| -0.2% | -$75.1K | 7.07% | 3 |
|
|
2022
Q4 | $35.2M | Buy |
172,695
+9,010
| +6% | +$1.84M | 7.47% | 3 |
|
|
2022
Q3 | $30.8M | Buy |
163,685
+6,904
| +4% | +$1.3M | 7.34% | 3 |
|
|
2022
Q2 | $30.9M | Buy |
156,781
+6,332
| +4% | +$1.25M | 7.35% | 3 |
|
|
2022
Q1 | $35.8M | Buy |
150,449
+3,660
| +2% | +$871K | 7.18% | 3 |
|
|
2021
Q4 | $37.4M | Buy |
146,789
+123,787
| +538% | +$31.5M | 7.49% | 3 |
|
|
2021
Q3 | $5.45M | Sell |
23,002
-250
| -1% | -$59.2K | 1.69% | 12 |
|
|
2021
Q2 | $5.52M | Buy |
23,252
+5,517
| +31% | +$1.31M | 1.63% | 11 |
|
|
2021
Q1 | $3.93M | Buy |
17,735
+2,107
| +13% | +$466K | 1.43% | 13 |
|
|
2020
Q4 | $3.23M | Buy |
15,628
+4,930
| +46% | +$1.02M | 1.27% | 14 |
|
|
2020
Q3 | $1.89M | Buy |
10,698
+5,989
| +127% | +$1.06M | 0.99% | 18 |
|
|
2020
Q2 | $771K | Buy |
+4,709
| New | +$771K | 0.54% | 58 |
|