AJ Advisors’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 | $15.2M | Sell |
54,191
-8,493
| -14% | -$2.38M | 6.75% | 4 |
|
2025
Q1 | $16.2M | Buy |
62,684
+1,426
| +2% | +$369K | 8.3% | 4 |
|
2024
Q4 | $16.2M | Sell |
61,258
-9
| -0% | -$2.38K | 8.4% | 4 |
|
2024
Q3 | $16.2M | Buy |
61,267
+1,200
| +2% | +$317K | 8.29% | 4 |
|
2024
Q2 | $14.5M | Sell |
60,067
-6,156
| -9% | -$1.49M | 8.04% | 4 |
|
2024
Q1 | $16.5M | Buy |
66,223
+2,983
| +5% | +$745K | 9.13% | 4 |
|
2023
Q4 | $14.7M | Buy |
63,240
+3,652
| +6% | +$850K | 9.05% | 4 |
|
2023
Q3 | $12.4M | Buy |
59,588
+2,871
| +5% | +$598K | 9.33% | 4 |
|
2023
Q2 | $12.5M | Buy |
56,717
+1,427
| +3% | +$314K | 8.68% | 4 |
|
2023
Q1 | $11.7M | Buy |
55,290
+2,041
| +4% | +$430K | 8.56% | 4 |
|
2022
Q4 | $10.9M | Buy |
+53,249
| New | +$10.9M | 8.7% | 3 |
|