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Alliance Wealth Advisors (Pennsylvania)’s Vanguard Mid-Cap ETF VO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Buy
165,734
+8,314
+5% +$645K 5.33% 8
2026
Q1 		$11.3M Buy
157,420
+17,892
+13% +$1.33M 5.34% 5
2025
Q4 		$10.1M Buy
139,528
+16,416
+13% +$1.19M 4.84% 7
2025
Q3 		$9.04M Buy
123,112
+13,884
+13% +$997K 4.52% 7
2025
Q2 		$7.64M Buy
109,228
+53,416
+96% +$3.51M 4.16% 7
2025
Q1 		$3.61M Buy
55,812
+2,448
+5% +$164K 2.12% 11
2024
Q4 		$3.52M Buy
53,364
+2,140
+4% +$145K 2.02% 9
2024
Q3 		$3.38M Buy
51,224
+2,324
+5% +$146K 1.95% 9
2024
Q2 		$2.96M Buy
48,900
+708
+1% +$43K 1.87% 9
2024
Q1 		$3.01M Buy
48,192
+3,224
+7% +$191K 1.9% 10
2023
Q4 		$2.62M Buy
44,968
+992
+2% +$53K 1.73% 11
2023
Q3 		$2.29M Buy
43,976
+1,984
+5% +$109K 1.66% 12
2023
Q2 		$2.31M Buy
41,992
+260
+0.6% +$13.6K 1.65% 14
2023
Q1 		$2.2M Buy
41,732
+428
+1% +$22.8K 1.65% 12
2022
Q4 		$2.1M Buy
41,304
+1,168
+3% +$59.5K 1.75% 14
2022
Q3 		$1.89M Buy
40,136
+824
+2% +$43.1K 1.76% 16
2022
Q2 		$1.94M Buy
39,312
+848
+2% +$45.8K 1.67% 16
2022
Q1 		$2.29M Buy
38,464
+9,712
+34% +$570K 1.9% 14
2021
Q4 		$1.83M Buy
28,752
+2,816
+11% +$177K 1.49% 18
2021
Q3 		$1.53M Buy
25,936
+5,084
+24% +$307K 1.36% 21
2021
Q2 		$1.24M Buy
20,852
+3,184
+18% +$185K 1.11% 24
2021
Q1 		$978K Buy
17,668
+8,324
+89% +$452K 0.97% 30
2020
Q4 		$483K Buy
+9,344
New +$452K 0.51% 49

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SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return