Advance Capital 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 | $787K | Buy |
2,811
+61
| +2% | +$17.1K | 0.04% | 74 |
|
|
2025
Q1 | $711K | Sell |
2,750
-14
| -0.5% | -$3.62K | 0.03% | 78 |
|
|
2024
Q4 | $730K | Buy |
2,764
+27
| +1% | +$7.13K | 0.03% | 68 |
|
|
2024
Q3 | $722K | Sell |
2,737
-24
| -0.9% | -$6.33K | 0.03% | 72 |
|
|
2024
Q2 | $668K | Sell |
2,761
-22
| -0.8% | -$5.33K | 0.03% | 68 |
|
|
2024
Q1 | $695K | Buy |
2,783
+545
| +24% | +$136K | 0.05% | 63 |
|
|
2023
Q4 | $521K | Sell |
2,238
-142
| -6% | -$33K | 0.04% | 65 |
|
|
2023
Q3 | $496K | Buy |
2,380
+436
| +22% | +$90.8K | 0.05% | 65 |
|
|
2023
Q2 | $428K | Sell |
1,944
-42
| -2% | -$9.25K | 0.05% | 68 |
|
|
2023
Q1 | $419K | Sell |
1,986
-15
| -0.7% | -$3.16K | 0.07% | 62 |
|
|
2022
Q4 | $408K | Sell |
2,001
-124
| -6% | -$25.3K | 0.05% | 59 |
|
|
2022
Q3 | $399K | Hold |
2,125
| – | – | 0.05% | 53 |
|
|
2022
Q2 | $419K | Sell |
2,125
-68
| -3% | -$13.4K | 0.05% | 51 |
|
|
2022
Q1 | $522K | Sell |
2,193
-214
| -9% | -$50.9K | 0.06% | 45 |
|
|
2021
Q4 | $613K | Buy |
+2,407
| New | +$613K | 0.13% | 37 |
|