Bradley Foster & Sargent’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 | $8.49M | Buy |
118,244
+2,584
| +2% | +$192K | 0.13% | 121 |
|
|
2025
Q4 | $8.39M | Buy |
115,660
+4,768
| +4% | +$347K | 0.12% | 129 |
|
|
2025
Q3 | $8.14M | Buy |
110,892
+796
| +0.7% | +$57.2K | 0.12% | 128 |
|
|
2025
Q2 | $7.7M | Sell |
110,096
-2,644
| -2% | -$174K | 0.12% | 130 |
|
|
2025
Q1 | $7.29M | Sell |
112,740
-11,996
| -10% | -$805K | 0.12% | 124 |
|
|
2024
Q4 | $8.24M | Sell |
124,736
-4,096
| -3% | -$278K | 0.14% | 114 |
|
|
2024
Q3 | $8.5M | Sell |
128,832
-1,428
| -1% | -$89.7K | 0.14% | 115 |
|
|
2024
Q2 | $7.88M | Sell |
130,260
-1,808
| -1% | -$110K | 0.14% | 116 |
|
|
2024
Q1 | $8.25M | Buy |
132,068
+660
| +0.5% | +$39K | 0.15% | 115 |
|
|
2023
Q4 | $7.64M | Sell |
131,408
-5,508
| -4% | -$294K | 0.15% | 112 |
|
|
2023
Q3 | $7.54M | Hold |
136,916
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $7.54M | Buy |
136,916
+11,740
| +9% | +$615K | 0.16% | 107 |
|
|
2023
Q1 | $6.6M | Buy |
125,176
+11,008
| +10% | +$586K | 0.16% | 106 |
|
|
2022
Q4 | $5.82M | Buy |
114,168
+316
| +0.3% | +$16.1K | 0.15% | 107 |
|
|
2022
Q3 | $5.35M | Buy |
113,852
+10,724
| +10% | +$560K | 0.15% | 109 |
|
|
2022
Q2 | $5.08M | Sell |
103,128
-800
| -0.8% | -$43.2K | 0.13% | 113 |
|
|
2022
Q1 | $6.18M | Buy |
103,928
+264
| +0.3% | +$15.5K | 0.13% | 120 |
|
|
2021
Q4 | $6.6M | Buy |
103,664
+916
| +0.9% | +$57.4K | 0.14% | 114 |
|
|
2021
Q3 | $6.08M | Sell |
102,748
-580
| -0.6% | -$35K | 0.14% | 110 |
|
|
2021
Q2 | $6.13M | Buy |
103,328
+476
| +0.5% | +$27.6K | 0.14% | 111 |
|
|
2021
Q1 | $5.69M | Hold |
102,852
| – | – | 0.14% | 112 |
|
|
2020
Q4 | $5.32M | Buy |
102,852
+992
| +1% | +$48K | 0.14% | 112 |
|
|
2020
Q3 | $4.49M | Buy |
+101,860
| New | +$4.44M | 0.13% | 114 |
|
|
2020
Q1 | $3.5M | Hold |
106,460
| – | – | 0.14% | 111 |
|
|
2019
Q4 | $4.74M | Buy |
106,460
+2,164
| +2% | +$92.9K | 0.15% | 119 |
|
|
2019
Q3 | $4.37M | Hold |
104,296
| – | – | 0.15% | 116 |
|
|
2019
Q2 | $4.36M | Sell |
104,296
-44
| -0% | -$1.8K | 0.14% | 115 |
|
|
2019
Q1 | $4.19M | Buy |
104,340
+17,364
| +20% | +$668K | 0.15% | 120 |
|
|
2018
Q4 | $3M | Hold |
86,976
| – | – | 0.12% | 130 |
|
|
2018
Q3 | $3.57M | Buy |
86,976
+4,000
| +5% | +$163K | 0.12% | 139 |
|
|
2018
Q2 | $3.27M | Buy |
82,976
+7,212
| +10% | +$283K | 0.12% | 140 |
|
|
2018
Q1 | $2.92M | Sell |
75,764
-1,080
| -1% | -$42.5K | 0.11% | 141 |
|
|
2017
Q4 | $2.97M | Buy |
76,844
+22,460
| +41% | +$848K | 0.11% | 141 |
|
|
2017
Q3 | $2M | Buy |
54,384
+21,964
| +68% | +$792K | 0.08% | 159 |
|
|
2017
Q2 | $1.16M | Buy |
32,420
+22,940
| +242% | +$811K | 0.05% | 193 |
|
|
2017
Q1 | $330K | Buy |
9,480
+1,580
| +20% | +$54.3K | 0.01% | 293 |
|
|
2016
Q4 | $260K | Buy |
7,900
+1,480
| +23% | +$47.9K | 0.01% | 310 |
|
|
2016
Q3 | $208K | Buy |
+6,420
| New | +$206K | 0.01% | 331 |
|
|
2016
Q1 | – | Sell |
-6,928
| Closed | -$208K | – | 343 |
|
|
2015
Q4 | $208K | Sell |
6,928
-1,540
| -18% | -$47K | 0.01% | 323 |
|
|
2015
Q3 | $247K | Sell |
8,468
-116
| -1% | -$3.62K | 0.01% | 301 |
|
|
2015
Q2 | $273K | Buy |
8,584
+1,052
| +14% | +$34.1K | 0.01% | 312 |
|
|
2015
Q1 | $250K | Buy |
+7,532
| New | +$237K | 0.01% | 318 |
|
Other funds holding VO
