Asset Management Group’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 | $16.5M | Buy |
230,176
+25,436
| +12% | +$1.89M | 2.67% | 9 |
|
|
2025
Q4 | $14.9M | Buy |
204,740
+10,252
| +5% | +$746K | 2.4% | 15 |
|
|
2025
Q3 | $14.3M | Sell |
194,488
-808
| -0.4% | -$58K | 2.34% | 15 |
|
|
2025
Q2 | $13.7M | Buy |
195,296
+44
| +0% | +$2.89K | 2.38% | 15 |
|
|
2025
Q1 | $12.6M | Buy |
195,252
+12,844
| +7% | +$862K | 2.33% | 13 |
|
|
2024
Q4 | $12M | Buy |
182,408
+5,408
| +3% | +$367K | 2.14% | 16 |
|
|
2024
Q3 | $11.7M | Buy |
177,000
+14,336
| +9% | +$900K | 2.04% | 17 |
|
|
2024
Q2 | $9.85M | Buy |
162,664
+11,272
| +7% | +$685K | 1.83% | 19 |
|
|
2024
Q1 | $9.46M | Buy |
151,392
+996
| +0.7% | +$58.9K | 1.78% | 19 |
|
|
2023
Q4 | $8.75M | Buy |
150,396
+14,700
| +11% | +$785K | 1.75% | 20 |
|
|
2023
Q3 | $7.06M | Buy |
135,696
+18,592
| +16% | +$1.02M | 1.55% | 22 |
|
|
2023
Q2 | $6.45M | Buy |
117,104
+5,736
| +5% | +$301K | 1.37% | 22 |
|
|
2023
Q1 | $5.87M | Buy |
111,368
+360
| +0.3% | +$19.2K | 1.31% | 24 |
|
|
2022
Q4 | $5.66M | Sell |
111,008
-852
| -0.8% | -$43.4K | 1.33% | 25 |
|
|
2022
Q3 | $5.26M | Buy |
111,860
+464
| +0.4% | +$24.2K | 1.31% | 25 |
|
|
2022
Q2 | $5.49M | Buy |
111,396
+148
| +0.1% | +$8K | 1.32% | 25 |
|
|
2022
Q1 | $6.62M | Buy |
111,248
+200
| +0.2% | +$11.7K | 1.38% | 24 |
|
|
2021
Q4 | $7.07M | Buy |
111,048
+4,556
| +4% | +$286K | 1.39% | 25 |
|
|
2021
Q3 | $6.3M | Buy |
106,492
+21,216
| +25% | +$1.28M | 1.29% | 26 |
|
|
2021
Q2 | $5.06M | Buy |
85,276
+8,780
| +11% | +$509K | 1.05% | 31 |
|
|
2021
Q1 | $4.23M | Buy |
76,496
+24,880
| +48% | +$1.35M | 0.92% | 35 |
|
|
2020
Q4 | $2.67M | Buy |
51,616
+104
| +0.2% | +$5.04K | 0.65% | 49 |
|
|
2020
Q3 | $2.27M | Sell |
51,512
-572
| -1% | -$24.9K | 0.66% | 51 |
|
|
2020
Q2 | $2.13M | Buy |
52,084
+1,388
| +3% | +$53.2K | 0.67% | 50 |
|
|
2020
Q1 | $1.67M | Buy |
50,696
+24,844
| +96% | +$1.03M | 0.63% | 51 |
|
|
2019
Q4 | $1.15M | Buy |
+25,852
| New | +$1.11M | 0.35% | 66 |
|