Allegheny Financial 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 | $1.39M | Buy |
4,969
+616
| +14% | +$172K | 0.31% | 63 |
|
|
2025
Q1 | $1.13M | Buy |
4,353
+350
| +9% | +$90.5K | 0.29% | 63 |
|
|
2024
Q4 | $1.06M | Buy |
4,003
+288
| +8% | +$76.1K | 0.27% | 69 |
|
|
2024
Q3 | $980K | Buy |
3,715
+40
| +1% | +$10.6K | 0.24% | 77 |
|
|
2024
Q2 | $890K | Buy |
3,675
+976
| +36% | +$236K | 0.26% | 76 |
|
|
2024
Q1 | $674K | Sell |
2,699
-657
| -20% | -$164K | 0.21% | 91 |
|
|
2023
Q4 | $781K | Buy |
3,356
+214
| +7% | +$49.8K | 0.25% | 77 |
|
|
2023
Q3 | $654K | Buy |
3,142
+386
| +14% | +$80.4K | 0.25% | 77 |
|
|
2023
Q2 | $607K | Sell |
2,756
-53
| -2% | -$11.7K | 0.29% | 67 |
|
|
2023
Q1 | $593K | Buy |
2,809
+89
| +3% | +$18.8K | 0.24% | 89 |
|
|
2022
Q4 | $554K | Buy |
2,720
+535
| +24% | +$109K | 0.23% | 88 |
|
|
2022
Q3 | $410K | Buy |
2,185
+415
| +23% | +$77.9K | 0.19% | 96 |
|
|
2022
Q2 | $349K | Buy |
1,770
+752
| +74% | +$148K | 0.16% | 102 |
|
|
2022
Q1 | $242K | Sell |
1,018
-40
| -4% | -$9.51K | 0.1% | 139 |
|
|
2021
Q4 | $269K | Buy |
1,058
+2
| +0.2% | +$509 | 0.11% | 126 |
|
|
2021
Q3 | $250K | Buy |
1,056
+2
| +0.2% | +$473 | 0.11% | 120 |
|
|
2021
Q2 | $250K | Buy |
+1,054
| New | +$250K | 0.11% | 123 |
|
|
2021
Q1 | – | Sell |
-1,382
| Closed | -$286K | – | 133 |
|
|
2020
Q4 | $286K | Buy |
+1,382
| New | +$286K | 0.15% | 97 |
|