Advocate Group’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 | $3.32M | Buy |
11,878
+364
| +3% | +$102K | 0.59% | 60 |
|
2025
Q1 | $2.98M | Buy |
11,514
+314
| +3% | +$81.2K | 0.54% | 62 |
|
2024
Q4 | $2.96M | Buy |
11,200
+664
| +6% | +$175K | 0.56% | 63 |
|
2024
Q3 | $2.78M | Buy |
10,536
+655
| +7% | +$173K | 0.5% | 65 |
|
2024
Q2 | $2.39M | Buy |
9,881
+529
| +6% | +$128K | 0.48% | 67 |
|
2024
Q1 | $2.34M | Buy |
9,352
+499
| +6% | +$125K | 0.46% | 66 |
|
2023
Q4 | $2.06M | Buy |
8,853
+570
| +7% | +$133K | 0.44% | 69 |
|
2023
Q3 | $1.72M | Buy |
8,283
+1,656
| +25% | +$345K | 0.4% | 70 |
|
2023
Q2 | $1.46M | Sell |
6,627
-98
| -1% | -$21.6K | 0.32% | 70 |
|
2023
Q1 | $1.42M | Buy |
6,725
+84
| +1% | +$17.7K | 0.31% | 71 |
|
2022
Q4 | $1.35M | Buy |
6,641
+15
| +0.2% | +$3.06K | 0.29% | 70 |
|
2022
Q3 | $1.25M | Buy |
6,626
+111
| +2% | +$20.9K | 0.31% | 67 |
|
2022
Q2 | $1.28M | Buy |
+6,515
| New | +$1.28M | 0.3% | 69 |
|