Avior Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Avior Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.9M	Buy	944,180 +759,988	+413%	+$58.9M	2%	4
2026 Q1	$12.7M	Sell	184,192 -36,168	-16%	-$2.69M	0.36%	64
2025 Q4	$15.4M	Buy	220,360 +22,376	+11%	+$1.63M	0.48%	48
2025 Q3	$14M	Buy	197,984 +27,484	+16%	+$1.97M	0.45%	50
2025 Q2	$11.4M	Buy	170,500 +6,140	+4%	+$403K	0.39%	52
2025 Q1	$10.1M	Buy	164,360 +2,324	+1%	+$156K	0.38%	56
2024 Q4	$10.2M	Buy	162,036 +11,808	+8%	+$802K	0.37%	57
2024 Q3	$9.38M	Buy	150,228 +5,684	+4%	+$357K	0.37%	56
2024 Q2	$8.27M	Buy	144,544 +15,168	+12%	+$922K	0.36%	59
2024 Q1	$7.58M	Buy	129,376 +10,132	+8%	+$599K	0.35%	55
2023 Q4	$6.47M	Buy	119,244 +12,100	+11%	+$646K	0.39%	57
2023 Q3	$5.16M	Buy	107,144 +1,512	+1%	+$82.9K	0.35%	62
2023 Q2	$5.38M	Buy	105,632 +7,572	+8%	+$397K	0.35%	60
2023 Q1	$4.75M	Buy	98,060 +3,232	+3%	+$172K	0.33%	65
2022 Q4	$4.43M	Buy	94,828 +5,272	+6%	+$269K	0.33%	67
2022 Q3	$3.83M	Buy	89,556 +15,952	+22%	+$834K	0.32%	63
2022 Q2	$3.23M	Buy	73,604 +2,108	+3%	+$114K	0.33%	65
2022 Q1	$3.8M	Buy	71,496 +5,596	+8%	+$328K	0.33%	68
2021 Q4	$3.71M	Buy	65,900 +7,188	+12%	+$451K	0.31%	72
2021 Q3	$3.03M	Buy	58,712 +3,912	+7%	+$236K	0.25%	80
2021 Q2	$2.8M	Buy	54,800 +8,836	+19%	+$512K	0.28%	82
2021 Q1	$2.12M	Buy	45,964 +5,268	+13%	+$286K	0.23%	99
2020 Q4	$1.71M	Buy	40,696 +7,864	+24%	+$381K	0.21%	101
2020 Q3	$1.11M	Sell	32,832 -3,144	-9%	-$137K	0.16%	135
2020 Q2	$1.16M	Buy	35,976 +3,072	+9%	+$118K	0.18%	126
2020 Q1	$834K	Buy	32,904 +116	+0.4%	+$4.8K	0.16%	138
2019 Q4	$1.12M	Sell	32,788 -4,224	-11%	-$181K	0.18%	127
2019 Q3	$1.23M	Buy	37,012 +1,132	+3%	+$47.3K	0.22%	108
2019 Q2	$1.18M	Buy	35,880 +7,636	+27%	+$312K	0.21%	108
2019 Q1	$1.14M	Buy	28,244 +444	+2%	+$17.1K	0.24%	98
2018 Q4	$955K	Buy	27,800 +952	+4%	+$35.7K	0.23%	97
2018 Q3	$1.1M	Sell	26,848 -364	-1%	-$14.9K	0.24%	98
2018 Q2	$1.07M	Sell	27,212 -120	-0.4%	-$4.71K	0.24%	98
2018 Q1	$1.05M	Sell	27,332 -5,820	-18%	-$229K	0.24%	98
2017 Q4	$1.28M	Sell	33,152 -640	-2%	-$24.2K	0.29%	92
2017 Q3	$1.24M	Buy	33,792 +1,244	+4%	+$44.9K	0.41%	83
2017 Q2	$1.16M	Buy	32,548 +28	+0.1%	+$989	0.47%	73
2017 Q1	$1.13M	Sell	32,520 -1,596	-5%	-$54.8K	0.38%	89
2016 Q4	$1.13M	Sell	34,116 -48	-0.1%	-$1.55K	0.42%	87
2016 Q3	$1.11M	Sell	34,164 -852	-2%	-$27.3K	0.43%	84
2016 Q2	$1.07M	Buy	35,016 +1,196	+4%	+$36.6K	0.46%	81
2016 Q1	$1.02M	Sell	33,820 -96	-0.3%	-$2.71K	0.45%	81
2015 Q4	$1.02M	Buy	33,916 +472	+1%	+$14.4K	0.56%	62
2015 Q3	$976K	Buy	33,444 +24,964	+294%	+$778K	0.57%	54
2015 Q2	$270K	Sell	8,480 -112	-1%	-$3.63K	0.21%	55
2015 Q1	$285K	Buy	8,592 +24	+0.3%	+$755	0.22%	52
2014 Q4	$265K	Buy	8,568 +2,980	+53%	+$89.8K	0.21%	52
2014 Q3	$164K	Sell	5,588 -20	-0.4%	-$594	0.14%	66
2014 Q2	$166K	Buy	5,608 +648	+13%	+$18.5K	0.14%	64
2014 Q1	$141K	Buy	+4,960	New	+$138K	0.12%	70

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MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return