Avior Wealth Management’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 | $11.4M | Buy |
42,625
+1,535
| +4% | +$409K | 0.39% | 52 |
|
|
2025
Q1 | $10.1M | Buy |
41,090
+581
| +1% | +$143K | 0.38% | 56 |
|
|
2024
Q4 | $10.2M | Buy |
40,509
+2,952
| +8% | +$741K | 0.37% | 57 |
|
|
2024
Q3 | $9.38M | Buy |
37,557
+1,421
| +4% | +$355K | 0.37% | 56 |
|
|
2024
Q2 | $8.27M | Buy |
36,136
+3,792
| +12% | +$867K | 0.36% | 59 |
|
|
2024
Q1 | $7.58M | Buy |
32,344
+2,533
| +8% | +$594K | 0.35% | 55 |
|
|
2023
Q4 | $6.47M | Buy |
29,811
+3,025
| +11% | +$657K | 0.39% | 57 |
|
|
2023
Q3 | $5.16M | Buy |
26,786
+378
| +1% | +$72.9K | 0.35% | 62 |
|
|
2023
Q2 | $5.38M | Buy |
26,408
+1,893
| +8% | +$385K | 0.35% | 60 |
|
|
2023
Q1 | $4.75M | Buy |
24,515
+808
| +3% | +$157K | 0.33% | 65 |
|
|
2022
Q4 | $4.43M | Buy |
23,707
+1,318
| +6% | +$246K | 0.33% | 67 |
|
|
2022
Q3 | $3.83M | Buy |
22,389
+3,988
| +22% | +$683K | 0.32% | 63 |
|
|
2022
Q2 | $3.23M | Buy |
18,401
+527
| +3% | +$92.6K | 0.33% | 65 |
|
|
2022
Q1 | $3.8M | Buy |
17,874
+1,399
| +8% | +$298K | 0.33% | 68 |
|
|
2021
Q4 | $3.72M | Buy |
16,475
+1,797
| +12% | +$405K | 0.31% | 72 |
|
|
2021
Q3 | $3.03M | Buy |
14,678
+978
| +7% | +$202K | 0.25% | 80 |
|
|
2021
Q2 | $2.8M | Buy |
13,700
+2,209
| +19% | +$452K | 0.28% | 82 |
|
|
2021
Q1 | $2.12M | Buy |
11,491
+1,317
| +13% | +$243K | 0.23% | 99 |
|
|
2020
Q4 | $1.71M | Buy |
10,174
+1,966
| +24% | +$331K | 0.21% | 101 |
|
|
2020
Q3 | $1.11M | Sell |
8,208
-786
| -9% | -$107K | 0.16% | 135 |
|
|
2020
Q2 | $1.16M | Buy |
8,994
+768
| +9% | +$99.4K | 0.18% | 126 |
|
|
2020
Q1 | $834K | Buy |
8,226
+29
| +0.4% | +$2.94K | 0.16% | 138 |
|
|
2019
Q4 | $1.12M | Sell |
8,197
-1,056
| -11% | -$145K | 0.18% | 127 |
|
|
2019
Q3 | $1.23M | Buy |
9,253
+283
| +3% | +$37.7K | 0.22% | 108 |
|
|
2019
Q2 | $1.18M | Buy |
8,970
+1,909
| +27% | +$252K | 0.21% | 108 |
|
|
2019
Q1 | $1.14M | Buy |
7,061
+111
| +2% | +$17.8K | 0.24% | 98 |
|
|
2018
Q4 | $955K | Buy |
6,950
+238
| +4% | +$32.7K | 0.23% | 97 |
|
|
2018
Q3 | $1.1M | Sell |
6,712
-91
| -1% | -$14.9K | 0.24% | 98 |
|
|
2018
Q2 | $1.07M | Sell |
6,803
-30
| -0.4% | -$4.73K | 0.24% | 98 |
|
|
2018
Q1 | $1.05M | Sell |
6,833
-1,455
| -18% | -$224K | 0.24% | 98 |
|
|
2017
Q4 | $1.28M | Sell |
8,288
-160
| -2% | -$24.8K | 0.29% | 92 |
|
|
2017
Q3 | $1.24M | Buy |
8,448
+311
| +4% | +$45.7K | 0.41% | 83 |
|
|
2017
Q2 | $1.16M | Buy |
8,137
+7
| +0.1% | +$998 | 0.47% | 73 |
|
|
2017
Q1 | $1.13M | Sell |
8,130
-399
| -5% | -$55.6K | 0.38% | 89 |
|
|
2016
Q4 | $1.13M | Sell |
8,529
-12
| -0.1% | -$1.59K | 0.42% | 87 |
|
|
2016
Q3 | $1.11M | Sell |
8,541
-213
| -2% | -$27.6K | 0.43% | 84 |
|
|
2016
Q2 | $1.07M | Buy |
8,754
+299
| +4% | +$36.7K | 0.46% | 81 |
|
|
2016
Q1 | $1.03M | Sell |
8,455
-24
| -0.3% | -$2.91K | 0.45% | 81 |
|
|
2015
Q4 | $1.02M | Buy |
8,479
+118
| +1% | +$14.2K | 0.56% | 62 |
|
|
2015
Q3 | $976K | Buy |
8,361
+6,241
| +294% | +$729K | 0.57% | 54 |
|
|
2015
Q2 | $270K | Sell |
2,120
-28
| -1% | -$3.57K | 0.21% | 55 |
|
|
2015
Q1 | $285K | Buy |
2,148
+6
| +0.3% | +$796 | 0.22% | 52 |
|
|
2014
Q4 | $265K | Buy |
2,142
+745
| +53% | +$92.2K | 0.21% | 52 |
|
|
2014
Q3 | $164K | Sell |
1,397
-5
| -0.4% | -$587 | 0.14% | 66 |
|
|
2014
Q2 | $166K | Buy |
1,402
+162
| +13% | +$19.2K | 0.14% | 64 |
|
|
2014
Q1 | $141K | Buy |
+1,240
| New | +$141K | 0.12% | 70 |
|