Atlas Capital Advisors’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 | $1.44M | Sell |
5,138
-1,245
| -20% | -$348K | 0.18% | 108 |
|
|
2025
Q1 | $1.65M | Hold |
6,383
| – | – | 0.21% | 95 |
|
|
2024
Q4 | $1.69M | Buy |
6,383
+9
| +0.1% | +$2.38K | 0.21% | 88 |
|
|
2024
Q3 | $1.68M | Sell |
6,374
-219
| -3% | -$57.8K | 0.26% | 79 |
|
|
2024
Q2 | $1.6M | Sell |
6,593
-3,423
| -34% | -$829K | 0.21% | 90 |
|
|
2024
Q1 | $2.5M | Buy |
10,016
+4,183
| +72% | +$1.05M | 0.39% | 58 |
|
|
2023
Q4 | $1.36M | Sell |
5,833
-1,553
| -21% | -$361K | 0.2% | 89 |
|
|
2023
Q3 | $1.54M | Sell |
7,386
-50
| -0.7% | -$10.4K | 0.25% | 73 |
|
|
2023
Q2 | $1.64M | Buy |
7,436
+939
| +14% | +$207K | 0.25% | 76 |
|
|
2023
Q1 | $1.37M | Sell |
6,497
-665
| -9% | -$140K | 0.22% | 84 |
|
|
2022
Q4 | $1.46M | Buy |
7,162
+1,412
| +25% | +$288K | 0.25% | 81 |
|
|
2022
Q3 | $1.08M | Sell |
5,750
-4,098
| -42% | -$770K | 0.2% | 99 |
|
|
2022
Q2 | $1.94M | Buy |
9,848
+7,345
| +293% | +$1.45M | 0.33% | 64 |
|
|
2022
Q1 | $595K | Buy |
2,503
+76
| +3% | +$18.1K | 0.09% | 192 |
|
|
2021
Q4 | $618K | Hold |
2,427
| – | – | 0.09% | 188 |
|
|
2021
Q3 | $575K | Sell |
2,427
-127
| -5% | -$30.1K | 0.09% | 184 |
|
|
2021
Q2 | $606K | Buy |
2,554
+368
| +17% | +$87.3K | 0.1% | 174 |
|
|
2021
Q1 | $484K | Buy |
2,186
+1
| +0% | +$221 | 0.09% | 200 |
|
|
2020
Q4 | $452K | Buy |
2,185
+298
| +16% | +$61.6K | 0.1% | 195 |
|
|
2020
Q3 | $333K | Sell |
1,887
-265
| -12% | -$46.7K | 0.08% | 238 |
|
|
2020
Q2 | $353K | Buy |
2,152
+109
| +5% | +$17.9K | 0.08% | 228 |
|
|
2020
Q1 | $269K | Sell |
2,043
-535
| -21% | -$70.4K | 0.08% | 224 |
|
|
2019
Q4 | $459K | Buy |
2,578
+164
| +7% | +$29.2K | 0.11% | 202 |
|
|
2019
Q3 | $405K | Buy |
2,414
+246
| +11% | +$41.2K | 0.12% | 212 |
|
|
2019
Q2 | $362K | Sell |
2,168
-366
| -14% | -$61.2K | 0.12% | 207 |
|
|
2019
Q1 | $407K | Sell |
2,534
-152
| -6% | -$24.4K | 0.15% | 176 |
|
|
2018
Q4 | $371K | Buy |
2,686
+1,250
| +87% | +$173K | 0.15% | 178 |
|
|
2018
Q3 | $235K | Buy |
1,436
+335
| +30% | +$54.7K | 0.08% | 270 |
|
|
2018
Q2 | $178K | Sell |
1,101
-411
| -27% | -$66.6K | 0.06% | 283 |
|
|
2018
Q1 | $233K | Buy |
+1,512
| New | +$233K | 0.07% | 272 |
|