Allegiance Financial Group Advisory Services’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 | $1.8M | Sell |
6,392
-512
| -7% | -$144K | 0.48% | 28 |
|
|
2025
Q1 | $1.79M | Sell |
6,904
-549
| -7% | -$142K | 0.54% | 29 |
|
|
2024
Q4 | $1.97M | Sell |
7,453
-98
| -1% | -$25.9K | 0.64% | 28 |
|
|
2024
Q3 | $1.99M | Sell |
7,551
-30
| -0.4% | -$7.92K | 0.69% | 28 |
|
|
2024
Q2 | $1.84M | Buy |
7,581
+96
| +1% | +$23.2K | 0.7% | 28 |
|
|
2024
Q1 | $1.87M | Buy |
7,485
+15
| +0.2% | +$3.75K | 0.77% | 28 |
|
|
2023
Q4 | $1.74M | Sell |
7,470
-1
| -0% | -$233 | 0.82% | 28 |
|
|
2023
Q3 | $1.56M | Buy |
7,471
+65
| +0.9% | +$13.5K | 0.88% | 29 |
|
|
2023
Q2 | $1.63M | Buy |
7,406
+75
| +1% | +$16.5K | 0.96% | 28 |
|
|
2023
Q1 | $1.55M | Buy |
7,331
+585
| +9% | +$123K | 1.14% | 26 |
|
|
2022
Q4 | $1.38M | Buy |
+6,746
| New | +$1.38M | 1.32% | 26 |
|