AMCA
Arthur M. Cohen & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
1,452
| – | – | 0.07% | 94 |
|
|
2025
Q1 | $375K | Hold |
1,452
| – | – | 0.07% | 96 |
|
|
2024
Q4 | $383K | Hold |
1,452
| – | – | 0.07% | 103 |
|
|
2024
Q3 | $381K | Hold |
1,452
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $351K | Sell |
1,452
-254
| -15% | -$61.5K | 0.06% | 104 |
|
|
2024
Q1 | $426K | Buy |
1,706
+1
| +0.1% | +$250 | 0.09% | 84 |
|
|
2023
Q4 | $397K | Sell |
1,705
-69
| -4% | -$16.1K | 0.09% | 90 |
|
|
2023
Q3 | $370K | Buy |
1,774
+1
| +0.1% | +$208 | 0.09% | 92 |
|
|
2023
Q2 | $390K | Sell |
1,773
-462
| -21% | -$102K | 0.1% | 94 |
|
|
2023
Q1 | $471K | Buy |
2,235
+3
| +0.1% | +$633 | 0.13% | 84 |
|
|
2022
Q4 | $455K | Buy |
2,232
+4
| +0.2% | +$815 | 0.12% | 89 |
|
|
2022
Q3 | $419K | Buy |
2,228
+4
| +0.2% | +$752 | 0.12% | 88 |
|
|
2022
Q2 | $438K | Buy |
2,224
+2
| +0.1% | +$394 | 0.11% | 93 |
|
|
2022
Q1 | $529K | Buy |
2,222
+2
| +0.1% | +$476 | 0.11% | 88 |
|
|
2021
Q4 | $566K | Buy |
2,220
+3
| +0.1% | +$765 | 0.11% | 96 |
|
|
2021
Q3 | $525K | Buy |
2,217
+2
| +0.1% | +$474 | 0.11% | 99 |
|
|
2021
Q2 | $526K | Buy |
2,215
+2
| +0.1% | +$475 | 0.1% | 104 |
|
|
2021
Q1 | $490K | Buy |
2,213
+2
| +0.1% | +$443 | 0.11% | 102 |
|
|
2020
Q4 | $457K | Sell |
2,211
-259
| -10% | -$53.5K | 0.11% | 101 |
|
|
2020
Q3 | $435K | Sell |
2,470
-239
| -9% | -$42.1K | 0.11% | 99 |
|
|
2020
Q2 | $444K | Sell |
2,709
-208
| -7% | -$34.1K | 0.13% | 84 |
|
|
2020
Q1 | $365K | Buy |
2,917
+8
| +0.3% | +$1K | 0.14% | 78 |
|
|
2019
Q4 | $518K | Buy |
2,909
+9
| +0.3% | +$1.6K | 0.16% | 75 |
|
|
2019
Q3 | $486 | Sell |
2,900
-198
| -6% | -$33 | 0.14% | 77 |
|
|
2019
Q2 | $518K | Buy |
3,098
+5
| +0.2% | +$836 | 0.18% | 67 |
|
|
2019
Q1 | $497K | Buy |
3,093
+500
| +19% | +$80.3K | 0.18% | 74 |
|
|
2018
Q4 | $358 | Sell |
2,593
-455
| -15% | -$63 | 0.11% | 86 |
|
|
2018
Q3 | $501 | Sell |
3,048
-30
| -1% | -$5 | 0.15% | 76 |
|
|
2018
Q2 | $485K | Buy |
3,078
+129
| +4% | +$20.3K | 0.18% | 74 |
|
|
2018
Q1 | $445K | Buy |
2,949
+356
| +14% | +$53.7K | 0.17% | 79 |
|
|
2017
Q4 | $358 | Buy |
+2,593
| New | +$358 | 0.1% | 82 |
|
|
2014
Q3 | $430K | Buy |
+2,925
| New | +$430K | 0.2% | 78 |
|