Baltimore-Washington Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Baltimore-Washington Financial Advisors’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 Q1	$8.23M	Sell	114,576 -3,576	-3%	-$266K	0.35%	65
2025 Q4	$8.57M	Sell	118,152 -5,472	-4%	-$398K	0.36%	67
2025 Q3	$9.08M	Sell	123,624 -6,728	-5%	-$483K	0.39%	67
2025 Q2	$9.12M	Sell	130,352 -143,852	-52%	-$9.44M	0.43%	70
2025 Q1	$17.7M	Buy	274,204 +1,592	+0.6%	+$107K	0.94%	40
2024 Q4	$18M	Buy	272,612 +4,148	+2%	+$282K	0.92%	40
2024 Q3	$17.7M	Buy	268,464 +8,628	+3%	+$542K	0.95%	40
2024 Q2	$15.7M	Buy	259,836 +14,364	+6%	+$873K	0.91%	39
2024 Q1	$15.3M	Sell	245,472 -1,628	-0.7%	-$96.2K	0.95%	40
2023 Q4	$14.4M	Buy	247,100 +8,196	+3%	+$438K	1%	37
2023 Q3	$12.4M	Buy	238,904 +964	+0.4%	+$52.9K	1.01%	39
2023 Q2	$13.1M	Sell	237,940 -38,888	-14%	-$2.04M	1.04%	36
2023 Q1	$14.6M	Sell	276,828 -1,328	-0.5%	-$70.7K	1.29%	27
2022 Q4	$14.2M	Sell	278,156 -279,932	-50%	-$14.3M	1.39%	27
2022 Q3	$27.2M	Buy	558,088 +282,272	+102%	+$14.8M	2.29%	10
2022 Q2	$13.6M	Buy	275,816 +16,484	+6%	+$891K	1.45%	24
2022 Q1	$14.4M	Sell	259,332 -8,728	-3%	-$512K	1.4%	26
2021 Q4	$17.1M	Sell	268,060 -300	-0.1%	-$18.8K	1.38%	28
2021 Q3	$15.9M	Buy	268,360 +2,912	+1%	+$176K	1.4%	29
2021 Q2	$15.8M	Buy	265,448 +4,732	+2%	+$274K	1.47%	27
2021 Q1	$14.4M	Buy	260,716 +2,936	+1%	+$159K	1.47%	26
2020 Q4	$13.3M	Buy	257,780 +3,008	+1%	+$146K	1.45%	26
2020 Q3	$11.2M	Sell	254,772 -3,116	-1%	-$136K	1.45%	29
2020 Q2	$10.6M	Sell	257,888 -1,532	-0.6%	-$58.7K	1.46%	25
2020 Q1	$8.54M	Sell	259,420 -4,096	-2%	-$170K	1.54%	24
2019 Q4	$11.7M	Buy	263,516 +3,424	+1%	+$147K	1.72%	18
2019 Q3	$10.9M	Sell	260,092 -5,176	-2%	-$216K	1.79%	16
2019 Q2	$11.1M	Sell	265,268 -3,912	-1%	-$160K	1.87%	13
2019 Q1	$10.8M	Sell	269,180 -3,612	-1%	-$139K	1.89%	15
2018 Q4	$9.42M	Buy	272,792 +4,256	+2%	+$160K	1.95%	13
2018 Q3	$11M	Buy	268,536 +6,992	+3%	+$285K	1.99%	13
2018 Q2	$10.3M	Sell	261,544 -396	-0.2%	-$15.5K	2.05%	10
2018 Q1	$10.1M	Sell	261,940 -4,260	-2%	-$168K	2.21%	9
2017 Q4	$10.3M	Buy	266,200 +5,876	+2%	+$222K	2.16%	9
2017 Q3	$9.57M	Sell	260,324 -3,348	-1%	-$121K	2.17%	11
2017 Q2	$9.39M	Buy	263,672 +2,816	+1%	+$99.5K	2.26%	10
2017 Q1	$9.08M	Buy	260,856 +9,908	+4%	+$340K	2.31%	12
2016 Q4	$8.26M	Buy	250,948 +83,612	+50%	+$2.71M	2.26%	13
2016 Q3	$5.42M	Buy	167,336 +26,960	+19%	+$865K	1.54%	31
2016 Q2	$4.34M	Buy	140,376 +46,172	+49%	+$1.41M	1.29%	39
2016 Q1	$2.85M	Sell	94,204 -760	-0.8%	-$21.5K	0.87%	52
2015 Q4	$2.85M	Sell	94,964 -10,704	-10%	-$327K	0.89%	52
2015 Q3	$3.08M	Buy	105,668 +2,276	+2%	+$71K	0.98%	47
2015 Q2	$3.29M	Sell	103,392 -2,692	-3%	-$87.4K	0.98%	48
2015 Q1	$3.52M	Buy	106,084 +6,920	+7%	+$218K	1.02%	45
2014 Q4	$3.06M	Buy	99,164 +10,124	+11%	+$305K	0.91%	49
2014 Q3	$2.61M	Buy	89,040 +5,140	+6%	+$153K	0.84%	53
2014 Q2	$2.49M	Buy	83,900 +8,480	+11%	+$242K	0.77%	56
2014 Q1	$2.14M	Buy	75,420 +12,920	+21%	+$359K	0.73%	59
2013 Q4	$1.72M	Buy	62,500 +11,544	+23%	+$307K	0.58%	66
2013 Q3	$1.31M	Buy	50,956 +26,220	+106%	+$658K	0.52%	66
2013 Q2	$588K	Buy	+24,736	New	+$587K	0.25%	74