AIP
Almanack Investment Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,276
| Closed | -$8.52M | – | 200 |
|
|
2024
Q4 | $8.52M | Sell |
32,276
-1,362
| -4% | -$360K | 1.32% | 20 |
|
|
2024
Q3 | $8.87M | Buy |
33,638
+1,610
| +5% | +$425K | 1.39% | 18 |
|
|
2024
Q2 | $7.75M | Buy |
32,028
+2,190
| +7% | +$530K | 1.31% | 19 |
|
|
2024
Q1 | $7.46M | Buy |
29,838
+1,752
| +6% | +$438K | 1.27% | 17 |
|
|
2023
Q4 | $6.53M | Buy |
28,086
+5,966
| +27% | +$1.39M | 1.21% | 21 |
|
|
2023
Q3 | $4.61M | Buy |
22,120
+969
| +5% | +$202K | 0.89% | 20 |
|
|
2023
Q2 | $4.66M | Buy |
21,151
+1,107
| +6% | +$244K | 0.82% | 20 |
|
|
2023
Q1 | $4.23M | Buy |
20,044
+1,146
| +6% | +$242K | 0.83% | 20 |
|
|
2022
Q4 | $3.85M | Buy |
+18,898
| New | +$3.85M | 0.82% | 19 |
|
|
2022
Q3 | – | Sell |
-11,024
| Closed | -$2.17M | – | 952 |
|
|
2022
Q2 | $2.17M | Sell |
11,024
-30,562
| -73% | -$6.02M | 0.22% | 73 |
|
|
2022
Q1 | $9.89M | Buy |
41,586
+39,608
| +2,002% | +$9.42M | 0.86% | 25 |
|
|
2021
Q4 | $504K | Buy |
+1,978
| New | +$504K | 0.04% | 264 |
|
|
2021
Q2 | – | Sell |
-36,436
| Closed | -$8.07M | – | 485 |
|
|
2021
Q1 | $8.07M | Sell |
36,436
-670
| -2% | -$148K | 0.82% | 29 |
|
|
2020
Q4 | $7.67M | Buy |
+37,106
| New | +$7.67M | 0.88% | 29 |
|