Anchor Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
7,211
-396
| -5% | -$111K | 0.18% | 133 |
|
|
2025
Q1 | $1.97M | Sell |
7,607
-37
| -0.5% | -$9.57K | 0.18% | 130 |
|
|
2024
Q4 | $2.02M | Sell |
7,644
-56
| -0.7% | -$14.8K | 0.19% | 129 |
|
|
2024
Q3 | $2.03M | Sell |
7,700
-291
| -4% | -$76.8K | 0.19% | 128 |
|
|
2024
Q2 | $1.93M | Sell |
7,991
-619
| -7% | -$150K | 0.2% | 118 |
|
|
2024
Q1 | $2.15M | Sell |
8,610
-151
| -2% | -$37.7K | 0.23% | 114 |
|
|
2023
Q4 | $2.04M | Sell |
8,761
-358
| -4% | -$83.3K | 0.23% | 110 |
|
|
2023
Q3 | $1.9M | Sell |
9,119
-1,526
| -14% | -$318K | 0.25% | 103 |
|
|
2023
Q2 | $2.34M | Sell |
10,645
-141
| -1% | -$31K | 0.3% | 98 |
|
|
2023
Q1 | $2.27M | Buy |
10,786
+55
| +0.5% | +$11.6K | 0.31% | 90 |
|
|
2022
Q4 | $2.19M | Buy |
10,731
+433
| +4% | +$88.2K | 0.31% | 91 |
|
|
2022
Q3 | $1.94M | Sell |
10,298
-20
| -0.2% | -$3.76K | 0.3% | 88 |
|
|
2022
Q2 | $2.03M | Sell |
10,318
-71
| -0.7% | -$14K | 0.29% | 86 |
|
|
2022
Q1 | $2.47M | Sell |
10,389
-111
| -1% | -$26.4K | 0.31% | 87 |
|
|
2021
Q4 | $2.68M | Buy |
10,500
+123
| +1% | +$31.3K | 0.33% | 80 |
|
|
2021
Q3 | $2.46M | Buy |
10,377
+52
| +0.5% | +$12.3K | 0.34% | 79 |
|
|
2021
Q2 | $2.45M | Sell |
10,325
-292
| -3% | -$69.3K | 0.34% | 80 |
|
|
2021
Q1 | $2.35M | Sell |
10,617
-558
| -5% | -$124K | 0.36% | 78 |
|
|
2020
Q4 | $2.31M | Sell |
11,175
-29
| -0.3% | -$6K | 0.42% | 73 |
|
|
2020
Q3 | $1.97M | Sell |
11,204
-224
| -2% | -$39.5K | 0.4% | 71 |
|
|
2020
Q2 | $1.87M | Buy |
11,428
+1
| +0% | +$164 | 0.42% | 69 |
|
|
2020
Q1 | $1.5M | Sell |
11,427
-2,650
| -19% | -$349K | 0.39% | 75 |
|
|
2019
Q4 | $2.51M | Sell |
14,077
-25
| -0.2% | -$4.46K | 0.53% | 55 |
|
|
2019
Q3 | $2.36M | Sell |
14,102
-364
| -3% | -$61K | 0.54% | 53 |
|
|
2019
Q2 | $2.42M | Sell |
14,466
-254
| -2% | -$42.5K | 0.58% | 48 |
|
|
2019
Q1 | $2.37M | Sell |
14,720
-2,018
| -12% | -$324K | 0.59% | 45 |
|
|
2018
Q4 | $2.31M | Sell |
16,738
-140
| -0.8% | -$19.3K | 0.66% | 38 |
|
|
2018
Q3 | $2.77M | Buy |
16,878
+100
| +0.6% | +$16.4K | 0.63% | 37 |
|
|
2018
Q2 | $2.64M | Buy |
16,778
+287
| +2% | +$45.2K | 0.65% | 36 |
|
|
2018
Q1 | $2.54M | Buy |
16,491
+826
| +5% | +$127K | 0.67% | 34 |
|
|
2017
Q4 | $2.42M | Buy |
15,665
+2,675
| +21% | +$414K | 0.64% | 41 |
|
|
2017
Q3 | $1.91M | Buy |
12,990
+12,905
| +15,182% | +$1.9M | 0.56% | 52 |
|
|
2017
Q2 | $12.1K | Hold |
85
| – | – | ﹤0.01% | 543 |
|
|
2017
Q1 | $11.8K | Hold |
85
| – | – | ﹤0.01% | 543 |
|
|
2016
Q4 | $11.2K | Hold |
85
| – | – | ﹤0.01% | 530 |
|
|
2016
Q3 | $11K | Hold |
85
| – | – | ﹤0.01% | 517 |
|
|
2016
Q2 | $10.5K | Buy |
+85
| New | +$10.5K | ﹤0.01% | 512 |
|