Apella Capital’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 | $21.8M | Buy |
77,374
+20,057
| +35% | +$5.66M | 0.59% | 37 |
|
|
2025
Q1 | $14.1M | Buy |
57,317
+6,002
| +12% | +$1.48M | 0.49% | 42 |
|
|
2024
Q4 | $13.6M | Buy |
51,315
+3,152
| +7% | +$833K | 0.52% | 42 |
|
|
2024
Q3 | $12.6M | Buy |
48,163
+10,525
| +28% | +$2.76M | 0.52% | 38 |
|
|
2024
Q2 | $9.09M | Buy |
37,638
+7,454
| +25% | +$1.8M | 0.41% | 47 |
|
|
2024
Q1 | $7.47M | Buy |
30,184
+6,093
| +25% | +$1.51M | 0.38% | 49 |
|
|
2023
Q4 | $5.49M | Buy |
24,091
+8,014
| +50% | +$1.82M | 0.31% | 61 |
|
|
2023
Q3 | $3.35M | Buy |
16,077
+2,583
| +19% | +$538K | 0.24% | 64 |
|
|
2023
Q2 | $2.97M | Buy |
+13,494
| New | +$2.97M | 0.21% | 68 |
|
|
2022
Q4 | $2.35M | Buy |
11,540
+2,025
| +21% | +$413K | 0.21% | 66 |
|
|
2022
Q3 | $1.79M | Buy |
9,515
+1,088
| +13% | +$205K | 0.21% | 68 |
|
|
2022
Q2 | $1.66M | Buy |
8,427
+19
| +0.2% | +$3.74K | 0.2% | 72 |
|
|
2022
Q1 | $2M | Buy |
8,408
+36
| +0.4% | +$8.56K | 0.28% | 56 |
|
|
2021
Q4 | $2.13M | Buy |
8,372
+114
| +1% | +$29K | 0.27% | 59 |
|
|
2021
Q3 | $1.96M | Buy |
8,258
+337
| +4% | +$79.8K | 0.28% | 69 |
|
|
2021
Q2 | $1.88M | Buy |
7,921
+736
| +10% | +$175K | 0.31% | 66 |
|
|
2021
Q1 | $1.59M | Buy |
7,185
+61
| +0.9% | +$13.5K | 0.5% | 44 |
|
|
2020
Q4 | $1.47M | Buy |
7,124
+662
| +10% | +$137K | 0.52% | 40 |
|
|
2020
Q3 | $1.14M | Buy |
6,462
+1,165
| +22% | +$205K | 0.46% | 52 |
|
|
2020
Q2 | $868K | Buy |
5,297
+468
| +10% | +$76.7K | 0.4% | 57 |
|
|
2020
Q1 | $636K | Buy |
+4,829
| New | +$636K | 0.37% | 61 |
|