Bleakley Financial Group’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 | $112M | Buy |
400,702
+61,290
| +18% | +$17.2M | 2.85% | 5 |
|
2025
Q1 | $87.8M | Buy |
339,412
+15,610
| +5% | +$4.04M | 2.82% | 5 |
|
2024
Q4 | $85.5M | Sell |
323,802
-45,052
| -12% | -$11.9M | 2.57% | 6 |
|
2024
Q3 | $97.3M | Buy |
368,854
+2,938
| +0.8% | +$775K | 2.97% | 4 |
|
2024
Q2 | $88.6M | Buy |
365,916
+15,290
| +4% | +$3.7M | 2.56% | 6 |
|
2024
Q1 | $87.6M | Buy |
350,626
+12,930
| +4% | +$3.23M | 2.54% | 7 |
|
2023
Q4 | $78.6M | Buy |
337,696
+9,732
| +3% | +$2.26M | 2.5% | 7 |
|
2023
Q3 | $68.3M | Sell |
327,964
-130,326
| -28% | -$27.1M | 2.41% | 6 |
|
2023
Q2 | $101M | Buy |
458,290
+31,534
| +7% | +$6.94M | 3.15% | 4 |
|
2023
Q1 | $90M | Buy |
426,756
+40,811
| +11% | +$8.61M | 3% | 4 |
|
2022
Q4 | $78.7M | Buy |
+385,945
| New | +$78.7M | 2.81% | 5 |
|