Alliance Wealth Advisors (Pennsylvania)’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 | $7.64M | Buy |
27,307
+13,354
| +96% | +$3.74M | 3.91% | 6 |
|
|
2025
Q1 | $3.61M | Buy |
13,953
+612
| +5% | +$158K | 2.05% | 10 |
|
|
2024
Q4 | $3.52M | Buy |
13,341
+535
| +4% | +$141K | 1.97% | 9 |
|
|
2024
Q3 | $3.38M | Buy |
12,806
+581
| +5% | +$153K | 1.93% | 9 |
|
|
2024
Q2 | $2.96M | Buy |
12,225
+177
| +1% | +$42.9K | 1.86% | 9 |
|
|
2024
Q1 | $3.01M | Buy |
12,048
+806
| +7% | +$201K | 1.9% | 10 |
|
|
2023
Q4 | $2.62M | Buy |
11,242
+248
| +2% | +$57.7K | 1.73% | 11 |
|
|
2023
Q3 | $2.29M | Buy |
10,994
+496
| +5% | +$103K | 1.66% | 12 |
|
|
2023
Q2 | $2.31M | Buy |
10,498
+65
| +0.6% | +$14.3K | 1.64% | 14 |
|
|
2023
Q1 | $2.2M | Buy |
10,433
+107
| +1% | +$22.6K | 1.65% | 12 |
|
|
2022
Q4 | $2.1M | Buy |
10,326
+292
| +3% | +$59.5K | 1.75% | 14 |
|
|
2022
Q3 | $1.89M | Buy |
10,034
+206
| +2% | +$38.7K | 1.76% | 16 |
|
|
2022
Q2 | $1.94M | Buy |
9,828
+212
| +2% | +$41.8K | 1.67% | 16 |
|
|
2022
Q1 | $2.29M | Buy |
9,616
+2,428
| +34% | +$577K | 1.9% | 14 |
|
|
2021
Q4 | $1.83M | Buy |
7,188
+704
| +11% | +$179K | 1.49% | 18 |
|
|
2021
Q3 | $1.54M | Buy |
6,484
+1,271
| +24% | +$301K | 1.36% | 21 |
|
|
2021
Q2 | $1.24M | Buy |
5,213
+796
| +18% | +$189K | 1.11% | 24 |
|
|
2021
Q1 | $978K | Buy |
4,417
+2,081
| +89% | +$461K | 0.97% | 30 |
|
|
2020
Q4 | $483K | Buy |
+2,336
| New | +$483K | 0.51% | 49 |
|