Arax Advisory Partners’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 | $46.5M | Buy |
165,662
+21,493
| +15% | +$6.04M | 2.14% | 4 |
|
|
2025
Q1 | $37.3M | Sell |
144,169
-21,324
| -13% | -$5.51M | 2.39% | 6 |
|
|
2024
Q4 | $43.7M | Buy |
165,493
+57,041
| +53% | +$15.1M | 2.75% | 3 |
|
|
2024
Q3 | $28.6M | Sell |
108,452
-440
| -0.4% | -$116K | 2.56% | 8 |
|
|
2024
Q2 | $26.4M | Sell |
108,892
-1,391
| -1% | -$337K | 2.57% | 8 |
|
|
2024
Q1 | $27.6M | Sell |
110,283
-2,312
| -2% | -$578K | 2.91% | 6 |
|
|
2023
Q4 | $26.2M | Buy |
112,595
+2,328
| +2% | +$542K | 2.92% | 6 |
|
|
2023
Q3 | $23M | Buy |
110,267
+7,662
| +7% | +$1.6M | 2.86% | 9 |
|
|
2023
Q2 | $22.6M | Buy |
102,605
+2,247
| +2% | +$495K | 2.88% | 8 |
|
|
2023
Q1 | $21.2M | Buy |
100,358
+2,506
| +3% | +$529K | 2.8% | 10 |
|
|
2022
Q4 | $19.9M | Buy |
97,852
+5,765
| +6% | +$1.17M | 2.76% | 13 |
|
|
2022
Q3 | $17.3M | Buy |
92,087
+2,662
| +3% | +$500K | 2.73% | 10 |
|
|
2022
Q2 | $17.6M | Buy |
89,425
+5,251
| +6% | +$1.03M | 2.67% | 10 |
|
|
2022
Q1 | $20M | Buy |
84,174
+6,485
| +8% | +$1.54M | 2.67% | 11 |
|
|
2021
Q4 | $19.8M | Buy |
77,689
+1,096
| +1% | +$279K | 2.51% | 11 |
|
|
2021
Q3 | $18.1M | Buy |
76,593
+531
| +0.7% | +$126K | 2.48% | 13 |
|
|
2021
Q2 | $18.1M | Buy |
+76,062
| New | +$18.1M | 2.46% | 11 |
|
|
2020
Q4 | $13.4M | Buy |
64,808
+28
| +0% | +$5.79K | 1.98% | 17 |
|
|
2020
Q3 | $11.4M | Buy |
64,780
+298
| +0.5% | +$52.5K | 1.93% | 17 |
|
|
2020
Q2 | $10.6M | Sell |
64,482
-42,350
| -40% | -$6.94M | 1.88% | 18 |
|
|
2020
Q1 | $14.1M | Buy |
106,832
+1,243
| +1% | +$164K | 3.24% | 8 |
|
|
2019
Q4 | $18.8M | Sell |
105,589
-1,046
| -1% | -$186K | 5.4% | 3 |
|
|
2019
Q3 | $17.9M | Buy |
106,635
+2,897
| +3% | +$486K | 5.39% | 3 |
|
|
2019
Q2 | $17.3M | Buy |
+103,738
| New | +$17.3M | 5.77% | 1 |
|
|
2018
Q4 | $13.9M | Sell |
100,760
-41,719
| -29% | -$5.76M | 5.53% | 3 |
|
|
2018
Q3 | $23.4M | Sell |
142,479
-24,909
| -15% | -$4.09M | 9.43% | 1 |
|
|
2018
Q2 | $26.4M | Buy |
167,388
+24,107
| +17% | +$3.8M | 11.58% | 1 |
|
|
2018
Q1 | $22.1M | Sell |
143,281
-13,227
| -8% | -$2.04M | 11.47% | 1 |
|
|
2017
Q4 | $24.2M | Buy |
156,508
+8,637
| +6% | +$1.34M | 10.51% | 1 |
|
|
2017
Q3 | $21.7M | Buy |
147,871
+18,507
| +14% | +$2.72M | 10.44% | 1 |
|
|
2017
Q2 | $18.4M | Buy |
129,364
+9,372
| +8% | +$1.33M | 8.78% | 2 |
|
|
2017
Q1 | $16.7M | Buy |
119,992
+7,762
| +7% | +$1.08M | 8.04% | 3 |
|
|
2016
Q4 | $14.8M | Buy |
+112,230
| New | +$14.8M | 7.39% | 3 |
|