BA
BCM Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
10,647
+586
| +6% | +$169K | 0.65% | 27 |
|
|
2025
Q1 | $2.62M | Buy |
10,061
+706
| +8% | +$184K | 0.6% | 29 |
|
|
2024
Q4 | $2.59M | Buy |
9,355
+206
| +2% | +$57.1K | 0.58% | 30 |
|
|
2024
Q3 | $2.4M | Buy |
9,149
+699
| +8% | +$184K | 0.55% | 29 |
|
|
2024
Q2 | $2.1M | Buy |
8,450
+1,032
| +14% | +$256K | 0.5% | 31 |
|
|
2024
Q1 | $1.78M | Buy |
7,418
+2,821
| +61% | +$676K | 0.45% | 34 |
|
|
2023
Q4 | $1.07M | Buy |
4,597
+831
| +22% | +$193K | 0.28% | 43 |
|
|
2023
Q3 | $776K | Buy |
3,766
+305
| +9% | +$62.9K | 0.23% | 46 |
|
|
2023
Q2 | $784K | Sell |
3,461
-82
| -2% | -$18.6K | 0.21% | 47 |
|
|
2023
Q1 | $741K | Buy |
3,543
+99
| +3% | +$20.7K | 0.2% | 48 |
|
|
2022
Q4 | $729K | Buy |
3,444
+26
| +0.8% | +$5.5K | 0.2% | 46 |
|
|
2022
Q3 | $700K | Buy |
3,418
+130
| +4% | +$26.6K | 0.21% | 48 |
|
|
2022
Q2 | $681K | Buy |
3,288
+647
| +24% | +$134K | 0.19% | 45 |
|
|
2022
Q1 | $601K | Buy |
2,641
+3
| +0.1% | +$683 | 0.16% | 41 |
|
|
2021
Q4 | $619K | Buy |
2,638
+999
| +61% | +$234K | 0.16% | 43 |
|
|
2021
Q3 | $407K | Buy |
1,639
+185
| +13% | +$45.9K | 0.11% | 46 |
|
|
2021
Q2 | $334K | Buy |
+1,454
| New | +$334K | 0.09% | 46 |
|