Advisory Services & Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16M | Sell |
60,532
-742
| -1% | -$196K | 10.87% | 2 |
|
|
2024
Q2 | $14.8M | Buy |
61,274
+1,061
| +2% | +$257K | 10.31% | 2 |
|
|
2024
Q1 | $15M | Buy |
60,213
+2,500
| +4% | +$625K | 10.38% | 2 |
|
|
2023
Q4 | $13.4M | Sell |
57,713
-1,130
| -2% | -$263K | 9.9% | 2 |
|
|
2023
Q3 | $12.3M | Buy |
58,843
+1,940
| +3% | +$404K | 10.77% | 2 |
|
|
2023
Q2 | $12.5M | Buy |
56,903
+5,242
| +10% | +$1.15M | 10.35% | 2 |
|
|
2023
Q1 | $10.9M | Buy |
51,661
+1,979
| +4% | +$417K | 9.89% | 2 |
|
|
2022
Q4 | $10.1M | Buy |
49,682
+2,963
| +6% | +$604K | 10.07% | 2 |
|
|
2022
Q3 | $8.78M | Buy |
46,719
+13,115
| +39% | +$2.47M | 9.27% | 3 |
|
|
2022
Q2 | $6.62M | Buy |
+33,604
| New | +$6.62M | 6.32% | 5 |
|