Arete Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-44,724
| Closed | -$3.25M | – | 731 |
|
|
2025
Q4 | $3.25M | Sell |
44,724
-20,556
| -31% | -$1.5M | 0.2% | 109 |
|
|
2025
Q3 | $4.79M | Buy |
65,280
+836
| +1% | +$60K | 0.3% | 78 |
|
|
2025
Q2 | $4.51M | Sell |
64,444
-3,232
| -5% | -$212K | 0.32% | 67 |
|
|
2025
Q1 | $4.38M | Buy |
67,676
+4,140
| +7% | +$278K | 0.33% | 64 |
|
|
2024
Q4 | $4.19M | Buy |
63,536
+30,104
| +90% | +$2.04M | 0.3% | 68 |
|
|
2024
Q3 | $2.2M | Buy |
33,432
+12,688
| +61% | +$797K | 0.19% | 114 |
|
|
2024
Q2 | $1.25M | Buy |
+20,744
| New | +$1.26M | 0.1% | 193 |
|
|
2024
Q1 | – | Sell |
-40,568
| Closed | -$2.36M | – | 735 |
|
|
2023
Q4 | $2.36M | Buy |
40,568
+29,504
| +267% | +$1.58M | 0.18% | 122 |
|
|
2023
Q3 | $576K | Sell |
11,064
-23,088
| -68% | -$1.27M | 0.1% | 213 |
|
|
2023
Q2 | $1.88M | Sell |
34,152
-15,600
| -31% | -$818K | 0.17% | 133 |
|
|
2023
Q1 | $2.62M | Buy |
49,752
+2,276
| +5% | +$121K | 0.21% | 99 |
|
|
2022
Q4 | $2.42B | Buy |
47,476
+280
| +0.6% | +$14.3K | 0.21% | 96 |
|
|
2022
Q3 | $2.22M | Buy |
47,196
+4,892
| +12% | +$256K | 0.22% | 95 |
|
|
2022
Q2 | $2.08M | Sell |
42,304
-8,192
| -16% | -$443K | 0.21% | 91 |
|
|
2022
Q1 | $3M | Buy |
50,496
+2,048
| +4% | +$120K | 0.25% | 85 |
|
|
2021
Q4 | $3.07M | Buy |
48,448
+2,908
| +6% | +$182K | 0.26% | 77 |
|
|
2021
Q3 | $2.7M | Buy |
45,540
+528
| +1% | +$31.9K | 0.3% | 73 |
|
|
2021
Q2 | $2.57M | Buy |
45,012
+2,312
| +5% | +$134K | 0.36% | 58 |
|
|
2021
Q1 | $2.36M | Buy |
42,700
+2,304
| +6% | +$125K | 0.3% | 72 |
|
|
2020
Q4 | $2.09M | Sell |
40,396
-6,448
| -14% | -$312K | 0.3% | 80 |
|
|
2020
Q3 | $2.09M | Buy |
46,844
+3,692
| +9% | +$161K | 0.31% | 78 |
|
|
2020
Q2 | $1.77M | Buy |
43,152
+19,672
| +84% | +$754K | 0.31% | 85 |
|
|
2020
Q1 | $773K | Buy |
23,480
+1,848
| +9% | +$76.5K | 0.15% | 151 |
|
|
2019
Q4 | $964K | Buy |
21,632
+180
| +0.8% | +$7.73K | 0.17% | 140 |
|
|
2019
Q3 | $899K | Sell |
21,452
-2,584
| -11% | -$108K | 0.17% | 145 |
|
|
2019
Q2 | $1M | Buy |
24,036
+10,468
| +77% | +$428K | 0.19% | 130 |
|
|
2019
Q1 | $545K | Hold |
13,568
| – | – | 0.11% | 199 |
|
|
2018
Q4 | $469K | Sell |
13,568
-136
| -1% | -$5.11K | 0.11% | 200 |
|
|
2018
Q3 | $563K | Hold |
13,704
| – | – | 0.12% | 175 |
|
|
2018
Q2 | $540K | Buy |
+13,704
| New | +$538K | 0.13% | 181 |
|
|
2018
Q1 | – | Sell |
-5,968
| Closed | -$231K | – | 350 |
|
|
2017
Q4 | $231K | Buy |
+5,968
| New | +$225K | 0.08% | 276 |
|
Other funds holding VO
