Allworth Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400M | Buy |
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|
2025
Q1 | $355M | Buy |
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|
2024
Q4 | $379M | Buy |
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|
2024
Q3 | $337M | Buy |
|
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|
2024
Q2 | $307M | Buy |
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|
2024
Q1 | $293M | Buy |
|
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|
2023
Q4 | $264M | Buy |
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|
2023
Q3 | $233M | Buy |
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|
2023
Q2 | $236M | Buy |
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|
2023
Q1 | $136M | Buy |
|
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|
2022
Q4 | $121M | Buy |
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|
2022
Q3 | $101M | Buy |
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|
2022
Q2 | $97M | Buy |
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|
2022
Q1 | $115M | Buy |
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|
2021
Q4 | $95M | Buy |
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|
2021
Q3 | $85.3M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $576K | Sell |
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|
2020
Q4 | $545K | Buy |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $113K | Buy |
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|
2019
Q3 | $28K | Sell |
|
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|
2019
Q2 | $83K | Sell |
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|
2019
Q1 | $109K | Sell |
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|
2018
Q4 | $95K | Buy |
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|
2018
Q3 | $113K | Sell |
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $49K | Buy |
|
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|
2017
Q3 | $41K | Buy |
|
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $21K | Hold |
|
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|
2016
Q4 | $20K | Hold |
|
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|
2016
Q3 | $19K | Hold |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $18K | Hold |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $20K | Buy |
|