Baron Silver Stevens Financial Advisors’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 | $4.59M | Buy |
16,394
+1,394
| +9% | +$390K | 0.73% | 28 |
|
|
2025
Q1 | $3.88M | Buy |
15,000
+1,215
| +9% | +$314K | 0.68% | 27 |
|
|
2024
Q4 | $3.64M | Buy |
13,785
+54
| +0.4% | +$14.3K | 0.62% | 27 |
|
|
2024
Q3 | $3.62M | Buy |
13,731
+502
| +4% | +$132K | 0.63% | 27 |
|
|
2024
Q2 | $3.2M | Sell |
13,229
-16
| -0.1% | -$3.87K | 0.61% | 28 |
|
|
2024
Q1 | $3.31M | Buy |
13,245
+454
| +4% | +$113K | 0.64% | 27 |
|
|
2023
Q4 | $2.98M | Buy |
12,791
+624
| +5% | +$145K | 0.62% | 27 |
|
|
2023
Q3 | $2.53M | Sell |
12,167
-452
| -4% | -$94.1K | 0.57% | 28 |
|
|
2023
Q2 | $2.78M | Buy |
12,619
+2,224
| +21% | +$490K | 0.61% | 27 |
|
|
2023
Q1 | $2.19M | Sell |
10,395
-2,621
| -20% | -$553K | 0.57% | 27 |
|
|
2022
Q4 | $2.65M | Sell |
13,016
-446
| -3% | -$90.9K | 0.65% | 27 |
|
|
2022
Q3 | $24 | Buy |
13,462
+896
| +7% | +$2 | 0.01% | 94 |
|
|
2022
Q2 | $2.48M | Sell |
12,566
-2,036
| -14% | -$401K | 0.64% | 27 |
|
|
2022
Q1 | $3.47M | Buy |
14,602
+3,571
| +32% | +$849K | 0.81% | 25 |
|
|
2021
Q4 | $2.81M | Buy |
11,031
+722
| +7% | +$184K | 0.66% | 25 |
|
|
2021
Q3 | $2.44M | Buy |
10,309
+391
| +4% | +$92.5K | 0.65% | 25 |
|
|
2021
Q2 | $2.35M | Buy |
+9,918
| New | +$2.35M | 0.64% | 25 |
|
|
2021
Q1 | – | Sell |
-7,322
| Closed | -$1.51M | – | 459 |
|
|
2020
Q4 | $1.51M | Buy |
+7,322
| New | +$1.51M | 0.52% | 22 |
|