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