Asset Management Group’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 | $13.7M | Buy |
48,824
+11
| +0% | +$3.08K | 2.38% | 15 |
|
|
2025
Q1 | $12.6M | Buy |
48,813
+3,211
| +7% | +$830K | 2.33% | 13 |
|
|
2024
Q4 | $12M | Buy |
45,602
+1,352
| +3% | +$357K | 2.14% | 16 |
|
|
2024
Q3 | $11.7M | Buy |
44,250
+3,584
| +9% | +$946K | 2.04% | 17 |
|
|
2024
Q2 | $9.85M | Buy |
40,666
+2,818
| +7% | +$682K | 1.83% | 19 |
|
|
2024
Q1 | $9.46M | Buy |
37,848
+249
| +0.7% | +$62.2K | 1.78% | 19 |
|
|
2023
Q4 | $8.75M | Buy |
37,599
+3,675
| +11% | +$855K | 1.75% | 20 |
|
|
2023
Q3 | $7.06M | Buy |
33,924
+4,648
| +16% | +$968K | 1.55% | 22 |
|
|
2023
Q2 | $6.45M | Buy |
29,276
+1,434
| +5% | +$316K | 1.37% | 22 |
|
|
2023
Q1 | $5.87M | Buy |
27,842
+90
| +0.3% | +$19K | 1.31% | 24 |
|
|
2022
Q4 | $5.66M | Sell |
27,752
-213
| -0.8% | -$43.4K | 1.33% | 25 |
|
|
2022
Q3 | $5.26M | Buy |
27,965
+116
| +0.4% | +$21.8K | 1.31% | 25 |
|
|
2022
Q2 | $5.49M | Buy |
27,849
+37
| +0.1% | +$7.29K | 1.32% | 25 |
|
|
2022
Q1 | $6.62M | Buy |
27,812
+50
| +0.2% | +$11.9K | 1.38% | 24 |
|
|
2021
Q4 | $7.07M | Buy |
27,762
+1,139
| +4% | +$290K | 1.39% | 25 |
|
|
2021
Q3 | $6.3M | Buy |
26,623
+5,304
| +25% | +$1.26M | 1.29% | 26 |
|
|
2021
Q2 | $5.06M | Buy |
21,319
+2,195
| +11% | +$521K | 1.05% | 31 |
|
|
2021
Q1 | $4.23M | Buy |
19,124
+6,220
| +48% | +$1.38M | 0.92% | 35 |
|
|
2020
Q4 | $2.67M | Buy |
12,904
+26
| +0.2% | +$5.38K | 0.65% | 49 |
|
|
2020
Q3 | $2.27M | Sell |
12,878
-143
| -1% | -$25.2K | 0.66% | 51 |
|
|
2020
Q2 | $2.13M | Buy |
13,021
+347
| +3% | +$56.9K | 0.67% | 50 |
|
|
2020
Q1 | $1.67M | Buy |
12,674
+6,211
| +96% | +$818K | 0.63% | 51 |
|
|
2019
Q4 | $1.15M | Buy |
+6,463
| New | +$1.15M | 0.35% | 66 |
|