Aptus Capital Advisors’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 | $4.2M | Buy |
14,994
+452
| +3% | +$126K | 0.03% | 306 |
|
2025
Q1 | $3.76M | Buy |
14,542
+1,102
| +8% | +$285K | 0.04% | 313 |
|
2024
Q4 | $3.55M | Buy |
13,440
+3,964
| +42% | +$1.05M | 0.04% | 309 |
|
2024
Q3 | $2.5M | Buy |
9,476
+32
| +0.3% | +$8.44K | 0.04% | 289 |
|
2024
Q2 | $2.29M | Sell |
9,444
-302
| -3% | -$73.1K | 0.04% | 274 |
|
2024
Q1 | $2.44M | Buy |
9,746
+5,274
| +118% | +$1.32M | 0.05% | 270 |
|
2023
Q4 | $1.04M | Sell |
4,472
-4,889
| -52% | -$1.14M | 0.03% | 280 |
|
2023
Q3 | $1.95M | Buy |
9,361
+1,937
| +26% | +$403K | 0.05% | 228 |
|
2023
Q2 | $1.63M | Buy |
7,424
+354
| +5% | +$77.9K | 0.04% | 227 |
|
2023
Q1 | $1.49M | Buy |
7,070
+4,422
| +167% | +$933K | 0.04% | 233 |
|
2022
Q4 | $540K | Buy |
2,648
+70
| +3% | +$14.3K | 0.02% | 338 |
|
2022
Q3 | $485K | Buy |
2,578
+1,151
| +81% | +$217K | 0.01% | 327 |
|
2022
Q2 | $281K | Sell |
1,427
-1,473
| -51% | -$290K | 0.01% | 328 |
|
2022
Q1 | $690K | Buy |
2,900
+227
| +8% | +$54K | 0.02% | 266 |
|
2021
Q4 | $681K | Buy |
2,673
+1,350
| +102% | +$344K | 0.02% | 259 |
|
2021
Q3 | $313K | Sell |
1,323
-45
| -3% | -$10.6K | 0.01% | 294 |
|
2021
Q2 | $325K | Hold |
1,368
| – | – | 0.01% | 288 |
|
2021
Q1 | $303K | Sell |
1,368
-241
| -15% | -$53.4K | 0.01% | 279 |
|
2020
Q4 | $332K | Sell |
1,609
-6,798
| -81% | -$1.4M | 0.02% | 244 |
|
2020
Q3 | $1.48M | Buy |
8,407
+444
| +6% | +$78.2K | 0.08% | 104 |
|
2020
Q2 | $1.31M | Buy |
7,963
+120
| +2% | +$19.7K | 0.08% | 103 |
|
2020
Q1 | $1.03M | Buy |
7,843
+2,450
| +45% | +$322K | 0.09% | 110 |
|
2019
Q4 | $960K | Sell |
5,393
-328
| -6% | -$58.4K | 0.07% | 126 |
|
2019
Q3 | $958K | Sell |
5,721
-194
| -3% | -$32.5K | 0.05% | 149 |
|
2019
Q2 | $988K | Buy |
+5,915
| New | +$988K | 0.14% | 125 |
|