Affiance Financial’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 | $2.24M | Buy |
8,008
+440
| +6% | +$123K | 0.46% | 30 |
|
|
2025
Q1 | $1.96M | Buy |
7,568
+586
| +8% | +$152K | 0.46% | 31 |
|
|
2024
Q4 | $1.84M | Buy |
6,982
+184
| +3% | +$48.6K | 0.44% | 35 |
|
|
2024
Q3 | $1.79M | Buy |
6,798
+26
| +0.4% | +$6.86K | 0.43% | 35 |
|
|
2024
Q2 | $1.64M | Buy |
6,772
+205
| +3% | +$49.6K | 0.43% | 37 |
|
|
2024
Q1 | $1.64M | Sell |
6,567
-3,470
| -35% | -$867K | 0.44% | 34 |
|
|
2023
Q4 | $2.34M | Buy |
10,037
+812
| +9% | +$189K | 0.68% | 24 |
|
|
2023
Q3 | $1.92M | Buy |
9,225
+1,806
| +24% | +$376K | 0.98% | 21 |
|
|
2023
Q2 | $1.63M | Buy |
7,419
+1,608
| +28% | +$354K | 0.8% | 29 |
|
|
2023
Q1 | $1.23M | Buy |
5,811
+5,446
| +1,492% | +$1.15M | 0.65% | 32 |
|
|
2022
Q4 | $74.4K | Buy |
365
+6
| +2% | +$1.22K | 0.03% | 146 |
|
|
2022
Q3 | $67K | Hold |
359
| – | – | 0.04% | 92 |
|
|
2022
Q2 | $71K | Hold |
359
| – | – | 0.04% | 93 |
|
|
2022
Q1 | $85K | Hold |
359
| – | – | 0.04% | 105 |
|
|
2021
Q4 | $91K | Hold |
359
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $85K | Hold |
359
| – | – | 0.04% | 122 |
|
|
2021
Q2 | $85K | Buy |
359
+29
| +9% | +$6.87K | 0.04% | 125 |
|
|
2021
Q1 | $73K | Hold |
330
| – | – | 0.03% | 124 |
|
|
2020
Q4 | $68K | Hold |
330
| – | – | 0.04% | 113 |
|
|
2020
Q3 | $58K | Sell |
330
-48
| -13% | -$8.44K | 0.03% | 113 |
|
|
2020
Q2 | $62K | Hold |
378
| – | – | 0.03% | 106 |
|
|
2020
Q1 | $50K | Sell |
378
-471
| -55% | -$62.3K | 0.03% | 98 |
|
|
2019
Q4 | $151K | Sell |
849
-1,524
| -64% | -$271K | 0.08% | 96 |
|
|
2019
Q3 | $398K | Sell |
2,373
-153
| -6% | -$25.7K | 0.24% | 62 |
|
|
2019
Q2 | $422K | Sell |
2,526
-146
| -5% | -$24.4K | 0.26% | 59 |
|
|
2019
Q1 | $430K | Sell |
2,672
-80
| -3% | -$12.9K | 0.27% | 57 |
|
|
2018
Q4 | $380K | Hold |
2,752
| – | – | 0.25% | 62 |
|
|
2018
Q3 | $452K | Hold |
2,752
| – | – | 0.3% | 55 |
|
|
2018
Q2 | $434K | Sell |
2,752
-34
| -1% | -$5.36K | 0.33% | 52 |
|
|
2018
Q1 | $430K | Sell |
2,786
-394
| -12% | -$60.8K | 0.38% | 47 |
|
|
2017
Q4 | $492K | Sell |
3,180
-126
| -4% | -$19.5K | 0.36% | 44 |
|
|
2017
Q3 | $486K | Sell |
3,306
-1,253
| -27% | -$184K | 0.39% | 43 |
|
|
2017
Q2 | $650K | Sell |
4,559
-439
| -9% | -$62.6K | 0.52% | 33 |
|
|
2017
Q1 | $696K | Sell |
4,998
-899
| -15% | -$125K | 0.54% | 34 |
|
|
2016
Q4 | $776K | Sell |
5,897
-771
| -12% | -$101K | 0.62% | 32 |
|
|
2016
Q3 | $863K | Sell |
6,668
-1,442
| -18% | -$187K | 0.7% | 27 |
|
|
2016
Q2 | $1M | Sell |
8,110
-1,569
| -16% | -$194K | 0.85% | 24 |
|
|
2016
Q1 | $1.17M | Sell |
9,679
-517
| -5% | -$62.7K | 1.12% | 20 |
|
|
2015
Q4 | $1.23M | Buy |
10,196
+3,105
| +44% | +$373K | 1.26% | 16 |
|
|
2015
Q3 | $827K | Buy |
7,091
+4,239
| +149% | +$494K | 1.04% | 25 |
|
|
2015
Q2 | $363K | Sell |
2,852
-355
| -11% | -$45.2K | 0.46% | 56 |
|
|
2015
Q1 | $426K | Buy |
3,207
+83
| +3% | +$11K | 0.65% | 43 |
|
|
2014
Q4 | $386K | Buy |
+3,124
| New | +$386K | 0.68% | 39 |
|