AE Wealth Management’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 | $2.95M | Sell |
10,557
-5,163
| -33% | -$1.44M | 0.02% | 453 |
|
|
2025
Q1 | $4.07M | Buy |
15,720
+1,453
| +10% | +$376K | 0.03% | 381 |
|
|
2024
Q4 | $3.77M | Sell |
14,267
-17,345
| -55% | -$4.58M | 0.03% | 395 |
|
|
2024
Q3 | $8.34M | Sell |
31,612
-2,230
| -7% | -$588K | 0.08% | 256 |
|
|
2024
Q2 | $8.19M | Buy |
33,842
+25,019
| +284% | +$6.06M | 0.08% | 251 |
|
|
2024
Q1 | $2.2M | Sell |
8,823
-128,797
| -94% | -$32.2M | 0.02% | 470 |
|
|
2023
Q4 | $31.7M | Sell |
137,620
-63,745
| -32% | -$14.7M | 0.16% | 133 |
|
|
2023
Q3 | $41.9M | Sell |
201,365
-8,157
| -4% | -$1.7M | 0.25% | 80 |
|
|
2023
Q2 | $46.1M | Buy |
209,522
+50,473
| +32% | +$11.1M | 0.28% | 68 |
|
|
2023
Q1 | $33.5M | Buy |
159,049
+3,794
| +2% | +$800K | 0.22% | 97 |
|
|
2022
Q4 | $31.6M | Buy |
155,255
+3,466
| +2% | +$706K | 0.23% | 88 |
|
|
2022
Q3 | $28.5M | Buy |
151,789
+57,581
| +61% | +$10.8M | 0.23% | 102 |
|
|
2022
Q2 | $18.6M | Sell |
94,208
-3,652
| -4% | -$719K | 0.15% | 162 |
|
|
2022
Q1 | $23.3M | Sell |
97,860
-2,726
| -3% | -$648K | 0.16% | 139 |
|
|
2021
Q4 | $25.6M | Buy |
100,586
+23,394
| +30% | +$5.96M | 0.18% | 121 |
|
|
2021
Q3 | $18.3M | Buy |
77,192
+4,598
| +6% | +$1.09M | 0.15% | 148 |
|
|
2021
Q2 | $17.2M | Buy |
72,594
+4,999
| +7% | +$1.19M | 0.15% | 136 |
|
|
2021
Q1 | $15M | Buy |
67,595
+27,514
| +69% | +$6.09M | 0.15% | 142 |
|
|
2020
Q4 | $8.29M | Buy |
40,081
+11,788
| +42% | +$2.44M | 0.09% | 210 |
|
|
2020
Q3 | $4.99M | Buy |
28,293
+2,881
| +11% | +$508K | 0.07% | 235 |
|
|
2020
Q2 | $4.17M | Buy |
25,412
+1,088
| +4% | +$178K | 0.06% | 256 |
|
|
2020
Q1 | $3.2M | Buy |
24,324
+4,721
| +24% | +$621K | 0.07% | 226 |
|
|
2019
Q4 | $3.49M | Buy |
19,603
+10,307
| +111% | +$1.84M | 0.08% | 235 |
|
|
2019
Q3 | $1.56M | Buy |
9,296
+3,517
| +61% | +$589K | 0.05% | 332 |
|
|
2019
Q2 | $966K | Buy |
5,779
+1,760
| +44% | +$294K | 0.03% | 417 |
|
|
2019
Q1 | $646K | Buy |
4,019
+98
| +2% | +$15.8K | 0.04% | 294 |
|
|
2018
Q4 | $542K | Sell |
3,921
-52
| -1% | -$7.19K | 0.09% | 231 |
|
|
2018
Q3 | $652K | Sell |
3,973
-84
| -2% | -$13.8K | 0.04% | 277 |
|
|
2018
Q2 | $640K | Buy |
4,057
+615
| +18% | +$97K | 0.04% | 230 |
|
|
2018
Q1 | $531K | Sell |
3,442
-669
| -16% | -$103K | 0.04% | 244 |
|
|
2017
Q4 | $636K | Buy |
4,111
+1,533
| +59% | +$237K | 0.06% | 214 |
|
|
2017
Q3 | $379K | Sell |
2,578
-690
| -21% | -$101K | 0.04% | 266 |
|
|
2017
Q2 | $466K | Buy |
3,268
+740
| +29% | +$106K | 0.06% | 235 |
|
|
2017
Q1 | $352K | Buy |
2,528
+862
| +52% | +$120K | 0.07% | 198 |
|
|
2016
Q4 | $219K | Buy |
+1,666
| New | +$219K | 0.09% | 179 |
|