Advisors Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5M | Sell |
69,608
-2,324
| -3% | -$173K | 0.06% | 204 |
|
|
2025
Q4 | $5.22M | Buy |
71,932
+10,640
| +17% | +$774K | 0.06% | 207 |
|
|
2025
Q3 | $4.5M | Buy |
61,292
+2,808
| +5% | +$202K | 0.06% | 215 |
|
|
2025
Q2 | $4.09M | Buy |
58,484
+892
| +2% | +$58.6K | 0.06% | 210 |
|
|
2025
Q1 | $3.72M | Sell |
57,592
-25,016
| -30% | -$1.68M | 0.06% | 212 |
|
|
2024
Q4 | $5.45M | Buy |
82,608
+128
| +0.2% | +$8.69K | 0.09% | 188 |
|
|
2024
Q3 | $5.44M | Buy |
82,480
+88
| +0.1% | +$5.53K | 0.09% | 183 |
|
|
2024
Q2 | $4.99M | Sell |
82,392
-244
| -0.3% | -$14.8K | 0.09% | 184 |
|
|
2024
Q1 | $5.16M | Sell |
82,636
-10,124
| -11% | -$598K | 0.09% | 180 |
|
|
2023
Q4 | $5.39M | Buy |
92,760
+17,912
| +24% | +$957K | 0.11% | 169 |
|
|
2023
Q3 | $3.9M | Buy |
74,848
+14,836
| +25% | +$814K | 0.1% | 172 |
|
|
2023
Q2 | $3.3M | Buy |
60,012
+1,184
| +2% | +$62.1K | 0.08% | 182 |
|
|
2023
Q1 | $3.1M | Buy |
58,828
+748
| +1% | +$39.8K | 0.08% | 182 |
|
|
2022
Q4 | $2.96M | Buy |
58,080
+5,112
| +10% | +$260K | 0.08% | 183 |
|
|
2022
Q3 | $2.79M | Buy |
52,968
+13,496
| +34% | +$705K | 0.07% | 196 |
|
|
2022
Q2 | $1.94M | Sell |
39,472
-1,996
| -5% | -$108K | 0.06% | 207 |
|
|
2022
Q1 | $2.47M | Buy |
41,468
+32
| +0.1% | +$1.88K | 0.07% | 196 |
|
|
2021
Q4 | $2.64M | Sell |
41,436
-14,624
| -26% | -$917K | 0.07% | 192 |
|
|
2021
Q3 | $3.32M | Buy |
56,060
+988
| +2% | +$59.7K | 0.1% | 173 |
|
|
2021
Q2 | $3.27M | Buy |
55,072
+2,996
| +6% | +$174K | 0.1% | 166 |
|
|
2021
Q1 | $2.88M | Buy |
52,076
+10,992
| +27% | +$596K | 0.1% | 164 |
|
|
2020
Q4 | $2.12M | Sell |
41,084
-32
| -0.1% | -$1.55K | 0.08% | 172 |
|
|
2020
Q3 | $1.81M | Buy |
41,116
+1,872
| +5% | +$81.6K | 0.08% | 163 |
|
|
2020
Q2 | $1.61M | Buy |
39,244
+188
| +0.5% | +$7.2K | 0.08% | 163 |
|
|
2020
Q1 | $1.28M | Sell |
39,056
-11,088
| -22% | -$459K | 0.08% | 163 |
|
|
2019
Q4 | $2.23M | Buy |
50,144
+532
| +1% | +$22.8K | 0.1% | 171 |
|
|
2019
Q3 | $2.08M | Buy |
49,612
+4,240
| +9% | +$177K | 0.11% | 161 |
|
|
2019
Q2 | $1.9M | Buy |
45,372
+5,880
| +15% | +$241K | 0.11% | 160 |
|
|
2019
Q1 | $1.61M | Buy |
39,492
+7,024
| +22% | +$270K | 0.1% | 169 |
|
|
2018
Q4 | $1.12M | Buy |
32,468
+116
| +0.4% | +$4.36K | 0.08% | 179 |
|
|
2018
Q3 | $1.33M | Buy |
32,352
+1,064
| +3% | +$43.4K | 0.09% | 168 |
|
|
2018
Q2 | $1.23M | Buy |
31,288
+7,820
| +33% | +$307K | 0.08% | 165 |
|
|
2018
Q1 | $905K | Buy |
23,468
+1,216
| +5% | +$47.9K | 0.07% | 158 |
|
|
2017
Q4 | $861K | Buy |
22,252
+804
| +4% | +$30.3K | 0.07% | 151 |
|
|
2017
Q3 | $788K | Sell |
21,448
-15,392
| -42% | -$555K | 0.06% | 156 |
|
|
2017
Q2 | $1.31M | Sell |
36,840
-5,760
| -14% | -$204K | 0.11% | 151 |
|
|
2017
Q1 | $1.48M | Buy |
42,600
+516
| +1% | +$17.7K | 0.13% | 149 |
|
|
2016
Q4 | $1.39M | Sell |
42,084
-500
| -1% | -$16.2K | 0.13% | 145 |
|
|
2016
Q3 | $1.38M | Buy |
42,584
+3,400
| +9% | +$109K | 0.13% | 149 |
|
|
2016
Q2 | $1.21M | Buy |
39,184
+504
| +1% | +$15.4K | 0.12% | 143 |
|
|
2016
Q1 | $1.17M | Sell |
38,680
-2,608
| -6% | -$73.8K | 0.12% | 137 |
|
|
2015
Q4 | $1.24M | Sell |
41,288
-280
| -0.7% | -$8.54K | 0.12% | 126 |
|
|
2015
Q3 | $1.21M | Buy |
41,568
+2,260
| +6% | +$70.5K | 0.13% | 129 |
|
|
2015
Q2 | $1.25M | Buy |
39,308
+144
| +0.4% | +$4.67K | 0.14% | 129 |
|
|
2015
Q1 | $1.3M | Sell |
39,164
-11,228
| -22% | -$353K | 0.15% | 133 |
|
|
2014
Q4 | $1.56M | Sell |
50,392
-1,680
| -3% | -$50.6K | 0.19% | 120 |
|
|
2014
Q3 | $1.53M | Sell |
52,072
-160
| -0.3% | -$4.75K | 0.2% | 119 |
|
|
2014
Q2 | $1.55M | Sell |
52,232
-324
| -0.6% | -$9.25K | 0.21% | 119 |
|
|
2014
Q1 | $1.49M | Buy |
52,556
+1,732
| +3% | +$48.1K | 0.23% | 110 |
|
|
2013
Q4 | $1.4M | Buy |
+50,824
| New | +$1.35M | 0.24% | 112 |
|
Other funds holding VO
