AAS
Avantax Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3M | Buy |
129,743
+11,161
| +9% | +$3.12M | 0.2% | 78 |
|
|
2025
Q1 | $30.7M | Buy |
118,582
+6,807
| +6% | +$1.76M | 0.19% | 88 |
|
|
2024
Q4 | $29.5M | Buy |
111,775
+4,155
| +4% | +$1.1M | 0.19% | 83 |
|
|
2024
Q3 | $28.4M | Buy |
107,620
+8,346
| +8% | +$2.2M | 0.19% | 85 |
|
|
2024
Q2 | $24M | Buy |
99,274
+16,795
| +20% | +$4.07M | 0.17% | 89 |
|
|
2024
Q1 | $20.6M | Sell |
82,479
-20,173
| -20% | -$5.04M | 0.18% | 91 |
|
|
2023
Q4 | $23.9M | Buy |
102,652
+2,291
| +2% | +$533K | 0.24% | 60 |
|
|
2023
Q3 | $20.9M | Buy |
100,361
+2,577
| +3% | +$537K | 0.23% | 65 |
|
|
2023
Q2 | $21.5M | Buy |
97,784
+3,020
| +3% | +$665K | 0.25% | 65 |
|
|
2023
Q1 | $20M | Buy |
94,764
+9,383
| +11% | +$1.98M | 0.24% | 64 |
|
|
2022
Q4 | $17.4M | Buy |
85,381
+8,692
| +11% | +$1.77M | 0.23% | 67 |
|
|
2022
Q3 | $14.4M | Buy |
76,689
+18,008
| +31% | +$3.39M | 0.22% | 72 |
|
|
2022
Q2 | $11.6M | Buy |
58,681
+2,763
| +5% | +$544K | 0.17% | 89 |
|
|
2022
Q1 | $13.3M | Buy |
55,918
+5,708
| +11% | +$1.36M | 0.18% | 85 |
|
|
2021
Q4 | $12.8M | Buy |
50,210
+2,587
| +5% | +$659K | 0.19% | 87 |
|
|
2021
Q3 | $11.3M | Buy |
47,623
+1,291
| +3% | +$306K | 0.19% | 87 |
|
|
2021
Q2 | $11M | Buy |
46,332
+5,091
| +12% | +$1.21M | 0.2% | 88 |
|
|
2021
Q1 | $9.14M | Buy |
41,241
+6,742
| +20% | +$1.49M | 0.2% | 91 |
|
|
2020
Q4 | $7.13M | Sell |
34,499
-37,698
| -52% | -$7.79M | 0.17% | 98 |
|
|
2020
Q3 | $12.7M | Buy |
72,197
+42,042
| +139% | +$7.4M | 0.2% | 88 |
|
|
2020
Q2 | $4.94M | Sell |
30,155
-51
| -0.2% | -$8.36K | 0.14% | 115 |
|
|
2020
Q1 | $3.98M | Sell |
30,206
-1,738
| -5% | -$229K | 0.12% | 120 |
|
|
2019
Q4 | $5.69M | Buy |
31,944
+9,847
| +45% | +$1.75M | 0.13% | 102 |
|
|
2019
Q3 | $3.71M | Buy |
22,097
+1,189
| +6% | +$200K | 0.15% | 77 |
|
|
2019
Q2 | $3.5M | Buy |
20,908
+12,762
| +157% | +$2.13M | 0.15% | 78 |
|
|
2019
Q1 | $1.31M | Buy |
8,146
+4,615
| +131% | +$742K | 0.07% | 149 |
|
|
2018
Q4 | $490K | Buy |
+3,531
| New | +$490K | 0.08% | 229 |
|