American Institute for Advanced Investment Management’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
$747K Hold
2025
Q1
$690K Buy
2024
Q4
$623K Sell
2024
Q3
$652K Sell
2024
Q2
$618K Hold
2024
Q1
$638K Hold
2023
Q4
$594K Sell
2023
Q3
$556K Sell
2023
Q2
$708K Sell
2023
Q1
$714K Sell
2022
Q4
$871K Sell
2022
Q3
$873K Sell
2022
Q2
$927K Sell
2022
Q1
$1.47M Sell
2021
Q4
$1.6M Sell
2021
Q3
$1.49M Sell
2021
Q2
$1.55M Sell
2021
Q1
$1.48M Buy
2020
Q4
$1.31M Buy
2020
Q3
$1.09M Sell
2020
Q2
$1.04M Buy
2020
Q1
$643K Buy