Advisory Research’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 | $1.37M | Buy |
4,902
+214
| +5% | +$59.9K | 0.21% | 91 |
|
|
2025
Q1 | $1.21M | Sell |
4,688
-407
| -8% | -$105K | 0.21% | 97 |
|
|
2024
Q4 | $1.35M | Hold |
5,095
| – | – | 0.22% | 92 |
|
|
2024
Q3 | $1.34M | Hold |
5,095
| – | – | 0.24% | 95 |
|
|
2024
Q2 | $1.23M | Sell |
5,095
-410
| -7% | -$99.3K | 0.23% | 94 |
|
|
2024
Q1 | $1.38M | Hold |
5,505
| – | – | 0.27% | 84 |
|
|
2023
Q4 | $1.28M | Hold |
5,505
| – | – | 0.2% | 136 |
|
|
2023
Q3 | $1.15M | Hold |
5,505
| – | – | 0.16% | 178 |
|
|
2023
Q2 | $1.21M | Hold |
5,505
| – | – | 0.16% | 178 |
|
|
2023
Q1 | $1.16M | Hold |
5,505
| – | – | 0.19% | 130 |
|
|
2022
Q4 | $1.12M | Hold |
5,505
| – | – | 0.11% | 144 |
|
|
2022
Q3 | $1.04M | Hold |
5,505
| – | – | 0.1% | 161 |
|
|
2022
Q2 | $1.08M | Hold |
5,505
| – | – | 0.11% | 148 |
|
|
2022
Q1 | $1.31M | Hold |
5,505
| – | – | 0.1% | 157 |
|
|
2021
Q4 | $1.4M | Hold |
5,505
| – | – | 0.11% | 163 |
|
|
2021
Q3 | $1.3M | Hold |
5,505
| – | – | 0.08% | 168 |
|
|
2021
Q2 | $1.31M | Hold |
5,505
| – | – | 0.09% | 180 |
|
|
2021
Q1 | $1.22M | Sell |
5,505
-5,505
| -50% | -$1.22M | 0.09% | 180 |
|
|
2020
Q4 | $2.28M | Buy |
11,010
+5,505
| +100% | +$1.14M | 0.17% | 112 |
|
|
2020
Q3 | $970K | Hold |
5,505
| – | – | 0.09% | 181 |
|
|
2020
Q2 | $902K | Hold |
5,505
| – | – | 0.08% | 180 |
|
|
2020
Q1 | $725K | Buy |
+5,505
| New | +$725K | 0.05% | 156 |
|