AAMC
Asset Allocation & Management Company’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
1,486
-1,675
| -53% | -$469K | 0.19% | 52 |
|
|
2025
Q1 | $817K | Sell |
3,161
-1,325
| -30% | -$342K | 0.41% | 33 |
|
|
2024
Q4 | $1.19M | Sell |
4,486
-1,475
| -25% | -$390K | 0.65% | 26 |
|
|
2024
Q3 | $1.57M | Sell |
5,961
-1,530
| -20% | -$404K | 0.99% | 20 |
|
|
2024
Q2 | $1.81M | Hold |
7,491
| – | – | 1.2% | 18 |
|
|
2024
Q1 | $1.87M | Hold |
7,491
| – | – | 1.23% | 17 |
|
|
2023
Q4 | $1.74M | Hold |
7,491
| – | – | 1.17% | 17 |
|
|
2023
Q3 | $1.56M | Buy |
7,491
+200
| +3% | +$41.7K | 0.93% | 22 |
|
|
2023
Q2 | $1.61M | Sell |
7,291
-6,624
| -48% | -$1.46M | 0.64% | 24 |
|
|
2023
Q1 | $2.94M | Hold |
13,915
| – | – | 1.18% | 15 |
|
|
2022
Q4 | $2.84M | Buy |
13,915
+5,985
| +75% | +$1.22M | 1.1% | 15 |
|
|
2022
Q3 | $1.49M | Buy |
7,930
+15
| +0.2% | +$2.82K | 0.61% | 20 |
|
|
2022
Q2 | $1.56M | Hold |
7,915
| – | – | 0.65% | 19 |
|
|
2022
Q1 | $1.88M | Hold |
7,915
| – | – | 0.68% | 20 |
|
|
2021
Q4 | $2.02M | Buy |
7,915
+624
| +9% | +$159K | 0.68% | 17 |
|
|
2021
Q3 | $1.73M | Sell |
7,291
-6,238
| -46% | -$1.48M | 0.93% | 17 |
|
|
2021
Q2 | $3.21M | Hold |
13,529
| – | – | 1.48% | 13 |
|
|
2021
Q1 | $3M | Buy |
13,529
+3,425
| +34% | +$758K | 1.48% | 11 |
|
|
2020
Q4 | $2.09M | Sell |
10,104
-6,606
| -40% | -$1.37M | 1.35% | 12 |
|
|
2020
Q3 | $2.95M | Hold |
16,710
| – | – | 1.36% | 12 |
|
|
2020
Q2 | $2.74M | Buy |
16,710
+1,558
| +10% | +$255K | 1.33% | 12 |
|
|
2020
Q1 | $2M | Sell |
15,152
-2,000
| -12% | -$263K | 0.99% | 13 |
|
|
2019
Q4 | $3.06M | Buy |
+17,152
| New | +$3.06M | 1.14% | 12 |
|