Axiom Financial Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-156,824
| Closed | -$11.4M | – | 47 |
|
|
2025
Q4 | $11.4M | Sell |
156,824
-584
| -0.4% | -$42.5K | 4.79% | 7 |
|
|
2025
Q3 | $11.6M | Sell |
157,408
-252,408
| -62% | -$18.1M | 4.97% | 5 |
|
|
2025
Q2 | $28.7M | Sell |
409,816
-9,476
| -2% | -$622K | 15.99% | 2 |
|
|
2025
Q1 | $27.1M | Buy |
419,292
+46,812
| +13% | +$3.14M | 16.07% | 2 |
|
|
2024
Q4 | $24.6M | Sell |
372,480
-20,376
| -5% | -$1.38M | 13.72% | 2 |
|
|
2024
Q3 | $25.9M | Sell |
392,856
-268
| -0.1% | -$16.8K | 13.68% | 2 |
|
|
2024
Q2 | $23.8M | Buy |
393,124
+2,192
| +0.6% | +$133K | 15.46% | 1 |
|
|
2024
Q1 | $24.4M | Sell |
390,932
-6,256
| -2% | -$370K | 15.55% | 1 |
|
|
2023
Q4 | $23.1M | Sell |
397,188
-1,016
| -0.3% | -$54.3K | 14.99% | 1 |
|
|
2023
Q3 | $20.7M | Sell |
398,204
-41,048
| -9% | -$2.25M | 13.91% | 1 |
|
|
2023
Q2 | $24.2M | Sell |
439,252
-68,844
| -14% | -$3.61M | 13.87% | 1 |
|
|
2023
Q1 | $26.8M | Buy |
508,096
+7,604
| +2% | +$405K | 14.9% | 1 |
|
|
2022
Q4 | $25.5M | Buy |
500,492
+4,956
| +1% | +$252K | 16.02% | 1 |
|
|
2022
Q3 | $23.3M | Buy |
495,536
+19,580
| +4% | +$1.02M | 12.38% | 1 |
|
|
2022
Q2 | $23.4M | Buy |
475,956
+20,100
| +4% | +$1.09M | 12.33% | 1 |
|
|
2022
Q1 | $24.9M | Buy |
455,856
+11,668
| +3% | +$685K | 12.54% | 1 |
|
|
2021
Q4 | $28.3M | Buy |
444,188
+114,736
| +35% | +$7.19M | 12.86% | 1 |
|
|
2021
Q3 | $19.5M | Sell |
329,452
-63,540
| -16% | -$3.84M | 9.19% | 2 |
|
|
2021
Q2 | $23.3M | Sell |
392,992
-2,584
| -0.7% | -$150K | 10.75% | 3 |
|
|
2021
Q1 | $21.9M | Sell |
395,576
-117,384
| -23% | -$6.37M | 10.75% | 2 |
|
|
2020
Q4 | $22.6M | Hold |
512,960
| – | – | 13.58% | 1 |
|
|
2020
Q3 | $22.6M | Sell |
512,960
-8,712
| -2% | -$380K | 13.58% | 1 |
|
|
2020
Q2 | $21.4M | Buy |
521,672
+49,392
| +10% | +$1.89M | 13.93% | 1 |
|
|
2020
Q1 | $15.5M | Buy |
+472,280
| New | +$19.6M | 12.56% | 1 |
|
Other funds holding VO
