Aveo Capital Partners’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
Q1 | – | Sell |
-26,303
| Closed | -$6.95M | – | 339 |
|
|
2024
Q4 | $6.95M | Sell |
26,303
-283
| -1% | -$74.8K | 0.76% | 34 |
|
|
2024
Q3 | $7.01M | Sell |
26,586
-214
| -0.8% | -$56.5K | 0.75% | 32 |
|
|
2024
Q2 | $6.49M | Buy |
26,800
+855
| +3% | +$207K | 0.74% | 38 |
|
|
2024
Q1 | $6.26M | Buy |
25,945
+1,987
| +8% | +$479K | 0.68% | 37 |
|
|
2023
Q4 | $5.57M | Sell |
23,958
-373
| -2% | -$86.8K | 0.67% | 44 |
|
|
2023
Q3 | $5.07M | Buy |
24,331
+123
| +0.5% | +$25.6K | 0.67% | 46 |
|
|
2023
Q2 | $5.33M | Buy |
24,208
+271
| +1% | +$59.7K | 0.68% | 45 |
|
|
2023
Q1 | $5.05M | Buy |
23,937
+535
| +2% | +$113K | 0.67% | 45 |
|
|
2022
Q4 | $4.77M | Sell |
23,402
-1,075
| -4% | -$219K | 0.72% | 41 |
|
|
2022
Q3 | $4.6M | Buy |
24,477
+1,023
| +4% | +$192K | 0.79% | 26 |
|
|
2022
Q2 | $4.62M | Sell |
23,454
-1,682
| -7% | -$331K | 0.76% | 30 |
|
|
2022
Q1 | $5.98M | Sell |
25,136
-690
| -3% | -$164K | 1.05% | 17 |
|
|
2021
Q4 | $6.58M | Buy |
25,826
+3,093
| +14% | +$788K | 1.18% | 13 |
|
|
2021
Q3 | $5.38M | Buy |
22,733
+927
| +4% | +$219K | 1.12% | 14 |
|
|
2021
Q2 | $5.18M | Buy |
21,806
+442
| +2% | +$105K | 1.14% | 16 |
|
|
2021
Q1 | $4.73M | Buy |
21,364
+19,282
| +926% | +$4.27M | 1.19% | 19 |
|
|
2020
Q4 | $430K | Sell |
2,082
-12,972
| -86% | -$2.68M | 0.67% | 42 |
|
|
2020
Q3 | $2.65M | Buy |
15,054
+12,972
| +623% | +$2.29M | 0.96% | 23 |
|
|
2020
Q2 | $341K | Sell |
2,082
-13,879
| -87% | -$2.27M | 0.69% | 39 |
|
|
2020
Q1 | $2.1M | Sell |
15,961
-642
| -4% | -$84.5K | 1.02% | 24 |
|
|
2019
Q4 | $2.96M | Sell |
16,603
-1
| -0% | -$178 | 1.17% | 25 |
|
|
2019
Q3 | $2.85M | Sell |
16,604
-40
| -0.2% | -$6.88K | 1.18% | 26 |
|
|
2019
Q2 | $2.86M | Buy |
16,644
+768
| +5% | +$132K | 1.24% | 24 |
|
|
2019
Q1 | $2.55M | Sell |
15,876
-277
| -2% | -$44.5K | 1.18% | 23 |
|
|
2018
Q4 | $2.23M | Buy |
16,153
+897
| +6% | +$124K | 1.11% | 21 |
|
|
2018
Q3 | $2.32M | Buy |
15,256
+1,801
| +13% | +$274K | 1.04% | 26 |
|
|
2018
Q2 | $2.12M | Sell |
13,455
-2,041
| -13% | -$322K | 0.94% | 27 |
|
|
2018
Q1 | $2.39M | Buy |
15,496
+887
| +6% | +$137K | 1% | 18 |
|
|
2017
Q4 | $2.26M | Sell |
14,609
-152
| -1% | -$23.5K | 0.75% | 19 |
|
|
2017
Q3 | $2.17M | Sell |
14,761
-573
| -4% | -$84.2K | 0.75% | 17 |
|
|
2017
Q2 | $2.19M | Buy |
15,334
+477
| +3% | +$68K | 0.77% | 16 |
|
|
2017
Q1 | $2.07M | Sell |
14,857
-449
| -3% | -$62.5K | 0.76% | 17 |
|
|
2016
Q4 | $2.02M | Buy |
+15,306
| New | +$2.02M | 0.57% | 24 |
|