AIFAIM
American Institute for Advanced Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Hold |
2,668
| – | – | 0.53% | 50 |
|
|
2025
Q1 | $690K | Buy |
2,668
+310
| +13% | +$80.2K | 0.53% | 53 |
|
|
2024
Q4 | $623K | Sell |
2,358
-115
| -5% | -$30.4K | 0.46% | 64 |
|
|
2024
Q3 | $652K | Sell |
2,473
-80
| -3% | -$21.1K | 0.47% | 62 |
|
|
2024
Q2 | $618K | Hold |
2,553
| – | – | 0.47% | 57 |
|
|
2024
Q1 | $638K | Hold |
2,553
| – | – | 0.5% | 55 |
|
|
2023
Q4 | $594K | Sell |
2,553
-115
| -4% | -$26.8K | 0.52% | 51 |
|
|
2023
Q3 | $556K | Sell |
2,668
-550
| -17% | -$115K | 0.51% | 55 |
|
|
2023
Q2 | $708K | Sell |
3,218
-168
| -5% | -$37K | 0.62% | 47 |
|
|
2023
Q1 | $714K | Sell |
3,386
-888
| -21% | -$187K | 0.76% | 39 |
|
|
2022
Q4 | $871K | Sell |
4,274
-372
| -8% | -$75.8K | 0.8% | 40 |
|
|
2022
Q3 | $873K | Sell |
4,646
-63
| -1% | -$11.8K | 0.82% | 40 |
|
|
2022
Q2 | $927K | Sell |
4,709
-1,458
| -24% | -$287K | 0.81% | 39 |
|
|
2022
Q1 | $1.47M | Sell |
6,167
-124
| -2% | -$29.5K | 1.06% | 29 |
|
|
2021
Q4 | $1.6M | Sell |
6,291
-10
| -0.2% | -$2.55K | 1.08% | 29 |
|
|
2021
Q3 | $1.49M | Sell |
6,301
-219
| -3% | -$51.9K | 1.06% | 30 |
|
|
2021
Q2 | $1.55M | Sell |
6,520
-177
| -3% | -$42K | 1.09% | 28 |
|
|
2021
Q1 | $1.48M | Buy |
6,697
+351
| +6% | +$77.7K | 1.13% | 27 |
|
|
2020
Q4 | $1.31M | Buy |
6,346
+136
| +2% | +$28.1K | 1.05% | 32 |
|
|
2020
Q3 | $1.1M | Sell |
6,210
-153
| -2% | -$27K | 0.98% | 36 |
|
|
2020
Q2 | $1.04M | Buy |
6,363
+1,480
| +30% | +$243K | 0.98% | 34 |
|
|
2020
Q1 | $643K | Buy |
+4,883
| New | +$643K | 0.7% | 48 |
|