Aveo Capital Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-105,212
| Closed | -$6.95M | – | 339 |
|
|
2024
Q4 | $6.95M | Sell |
105,212
-1,132
| -1% | -$76.8K | 0.76% | 34 |
|
|
2024
Q3 | $7.01M | Sell |
106,344
-856
| -0.8% | -$53.7K | 0.75% | 32 |
|
|
2024
Q2 | $6.49M | Buy |
107,200
+3,420
| +3% | +$208K | 0.74% | 38 |
|
|
2024
Q1 | $6.26M | Buy |
103,780
+7,948
| +8% | +$470K | 0.68% | 37 |
|
|
2023
Q4 | $5.57M | Sell |
95,832
-1,492
| -2% | -$79.7K | 0.67% | 44 |
|
|
2023
Q3 | $5.07M | Buy |
97,324
+492
| +0.5% | +$27K | 0.67% | 46 |
|
|
2023
Q2 | $5.33M | Buy |
96,832
+1,084
| +1% | +$56.8K | 0.68% | 45 |
|
|
2023
Q1 | $5.05M | Buy |
95,748
+2,140
| +2% | +$114K | 0.67% | 45 |
|
|
2022
Q4 | $4.77M | Sell |
93,608
-4,300
| -4% | -$219K | 0.72% | 41 |
|
|
2022
Q3 | $4.6M | Buy |
97,908
+4,092
| +4% | +$214K | 0.79% | 26 |
|
|
2022
Q2 | $4.62M | Sell |
93,816
-6,728
| -7% | -$364K | 0.76% | 30 |
|
|
2022
Q1 | $5.98M | Sell |
100,544
-2,760
| -3% | -$162K | 1.05% | 17 |
|
|
2021
Q4 | $6.58M | Buy |
103,304
+12,372
| +14% | +$776K | 1.18% | 13 |
|
|
2021
Q3 | $5.38M | Buy |
90,932
+3,708
| +4% | +$224K | 1.12% | 14 |
|
|
2021
Q2 | $5.18M | Buy |
87,224
+1,768
| +2% | +$102K | 1.14% | 16 |
|
|
2021
Q1 | $4.73M | Buy |
85,456
+77,128
| +926% | +$4.19M | 1.19% | 19 |
|
|
2020
Q4 | $430K | Sell |
8,328
-51,888
| -86% | -$2.51M | 0.67% | 42 |
|
|
2020
Q3 | $2.65M | Buy |
60,216
+51,888
| +623% | +$2.26M | 0.96% | 23 |
|
|
2020
Q2 | $341K | Sell |
8,328
-55,516
| -87% | -$2.13M | 0.69% | 39 |
|
|
2020
Q1 | $2.1M | Sell |
63,844
-2,568
| -4% | -$106K | 1.02% | 24 |
|
|
2019
Q4 | $2.96M | Sell |
66,412
-4
| -0% | -$172 | 1.17% | 25 |
|
|
2019
Q3 | $2.85M | Sell |
66,416
-160
| -0.2% | -$6.69K | 1.18% | 26 |
|
|
2019
Q2 | $2.85M | Buy |
66,576
+3,072
| +5% | +$126K | 1.24% | 24 |
|
|
2019
Q1 | $2.55M | Sell |
63,504
-1,108
| -2% | -$42.6K | 1.18% | 23 |
|
|
2018
Q4 | $2.23M | Buy |
64,612
+3,588
| +6% | +$135K | 1.11% | 21 |
|
|
2018
Q3 | $2.32M | Buy |
61,024
+7,204
| +13% | +$294K | 1.04% | 26 |
|
|
2018
Q2 | $2.12M | Sell |
53,820
-8,164
| -13% | -$320K | 0.94% | 27 |
|
|
2018
Q1 | $2.39M | Buy |
61,984
+3,548
| +6% | +$140K | 1% | 18 |
|
|
2017
Q4 | $2.26M | Sell |
58,436
-608
| -1% | -$23K | 0.75% | 19 |
|
|
2017
Q3 | $2.17M | Sell |
59,044
-2,292
| -4% | -$82.7K | 0.75% | 17 |
|
|
2017
Q2 | $2.19M | Buy |
61,336
+1,908
| +3% | +$67.4K | 0.77% | 16 |
|
|
2017
Q1 | $2.07M | Sell |
59,428
-1,796
| -3% | -$61.7K | 0.76% | 17 |
|
|
2016
Q4 | $2.02M | Buy |
+61,224
| New | +$1.98M | 0.57% | 24 |
|
Other funds holding VO
Aveo Capital Partners's VO Position: Q1 2025 in Review
Aveo Capital Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2025, closing a stake of 105,212 shares — an estimated $6.95M sold.
Aveo Capital Partners first reported a position in VO in Q4 2016 and held it in 33 quarters. The position peaked at $7.01M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.
- Aveo Capital Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 105,212 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $6.95M.
- Aveo Capital Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and held it in 33 quarters.
- Aveo Capital Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $7.01M in Q3 2024.
- 2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.