AFA
American Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
88,825
-1,966
| -2% | -$550K | 3.47% | 11 |
|
|
2025
Q1 | $23.5M | Sell |
90,791
-1,942
| -2% | -$502K | 3.41% | 12 |
|
|
2024
Q4 | $24.5M | Sell |
92,733
-436
| -0.5% | -$115K | 3.45% | 11 |
|
|
2024
Q3 | $24.6M | Sell |
93,169
-1,273
| -1% | -$336K | 3.36% | 11 |
|
|
2024
Q2 | $22.9M | Buy |
94,442
+11,015
| +13% | +$2.67M | 3.25% | 11 |
|
|
2024
Q1 | $20.8M | Buy |
83,427
+470
| +0.6% | +$117K | 2.94% | 15 |
|
|
2023
Q4 | $19.3M | Sell |
82,957
-723
| -0.9% | -$168K | 2.86% | 15 |
|
|
2023
Q3 | $17.4M | Buy |
83,680
+1,210
| +1% | +$252K | 2.75% | 16 |
|
|
2023
Q2 | $18.2M | Buy |
82,470
+74,519
| +937% | +$16.4M | 2.84% | 13 |
|
|
2023
Q1 | $1.68M | Buy |
7,951
+1,268
| +19% | +$267K | 0.27% | 44 |
|
|
2022
Q4 | $1.36M | Buy |
6,683
+753
| +13% | +$153K | 0.23% | 47 |
|
|
2022
Q3 | $1.12M | Buy |
5,930
+2,591
| +78% | +$487K | 0.19% | 48 |
|
|
2022
Q2 | $658K | Buy |
3,339
+2,110
| +172% | +$416K | 0.17% | 41 |
|
|
2022
Q1 | $292K | Buy |
+1,229
| New | +$292K | 0.04% | 105 |
|