Allen Mooney & Barnes Investment 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 | $3.68M | Hold |
13,167
| – | – | 0.61% | 42 |
|
|
2025
Q1 | $3.41M | Buy |
13,167
+57
| +0.4% | +$14.7K | 0.55% | 47 |
|
|
2024
Q4 | $3.46M | Sell |
13,110
-605
| -4% | -$160K | 0.58% | 44 |
|
|
2024
Q3 | $3.62M | Sell |
13,715
-107
| -0.8% | -$28.2K | 0.62% | 43 |
|
|
2024
Q2 | $3.35M | Buy |
13,822
+1,176
| +9% | +$285K | 0.6% | 42 |
|
|
2024
Q1 | $3.08M | Buy |
12,646
+7
| +0.1% | +$1.71K | 0.59% | 41 |
|
|
2023
Q4 | $2.94M | Buy |
12,639
+119
| +1% | +$27.7K | 0.56% | 43 |
|
|
2023
Q3 | $2.61M | Buy |
12,520
+8
| +0.1% | +$1.67K | 0.56% | 43 |
|
|
2023
Q2 | $2.75M | Buy |
12,512
+87
| +0.7% | +$19.2K | 0.61% | 41 |
|
|
2023
Q1 | $2.62M | Sell |
12,425
-1,951
| -14% | -$412K | 0.63% | 40 |
|
|
2022
Q4 | $2.93M | Buy |
14,376
+9
| +0.1% | +$1.83K | 0.7% | 41 |
|
|
2022
Q3 | $2.7M | Buy |
14,367
+19
| +0.1% | +$3.57K | 0.72% | 39 |
|
|
2022
Q2 | $2.83M | Sell |
14,348
-117
| -0.8% | -$23K | 0.72% | 40 |
|
|
2022
Q1 | $3.44M | Buy |
+14,465
| New | +$3.44M | 0.76% | 41 |
|