AO
Advisor OS’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,491
-457
| -8% | -$128K | 0.15% | 96 |
|
|
2025
Q1 | $1.54M | Buy |
5,948
+2,128
| +56% | +$550K | 0.18% | 82 |
|
|
2024
Q4 | $1.01M | Sell |
3,820
-38
| -1% | -$10K | 0.12% | 118 |
|
|
2024
Q3 | $1.02M | Sell |
3,858
-15
| -0.4% | -$3.96K | 0.1% | 150 |
|
|
2024
Q2 | $938K | Buy |
3,873
+90
| +2% | +$21.8K | 0.1% | 170 |
|
|
2024
Q1 | $945K | Buy |
3,783
+7
| +0.2% | +$1.75K | 0.11% | 172 |
|
|
2023
Q4 | $878K | Buy |
3,776
+49
| +1% | +$11.4K | 0.11% | 159 |
|
|
2023
Q3 | $776K | Buy |
3,727
+7
| +0.2% | +$1.46K | 0.12% | 159 |
|
|
2023
Q2 | $819K | Buy |
+3,720
| New | +$819K | 0.13% | 155 |
|
|
2020
Q3 | – | Sell |
-11,207
| Closed | -$1.84M | – | 167 |
|
|
2020
Q2 | $1.84M | Buy |
+11,207
| New | +$1.84M | 1.1% | 20 |
|