Bragg 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 | $2.08M | Sell |
7,448
-49
| -0.7% | -$13.7K | 0.07% | 183 |
|
|
2025
Q1 | $1.94M | Buy |
7,497
+301
| +4% | +$77.8K | 0.08% | 174 |
|
|
2024
Q4 | $1.9M | Sell |
7,196
-160
| -2% | -$42.3K | 0.08% | 177 |
|
|
2024
Q3 | $1.94M | Sell |
7,356
-29
| -0.4% | -$7.65K | 0.08% | 174 |
|
|
2024
Q2 | $1.79M | Sell |
7,385
-393
| -5% | -$95.1K | 0.08% | 174 |
|
|
2024
Q1 | $1.94M | Buy |
7,778
+84
| +1% | +$21K | 0.09% | 167 |
|
|
2023
Q4 | $1.79M | Sell |
7,694
-242
| -3% | -$56.3K | 0.09% | 170 |
|
|
2023
Q3 | $1.65M | Buy |
7,936
+5
| +0.1% | +$1.04K | 0.09% | 174 |
|
|
2023
Q2 | $1.75M | Sell |
7,931
-464
| -6% | -$102K | 0.1% | 168 |
|
|
2023
Q1 | $1.77M | Sell |
8,395
-825
| -9% | -$174K | 0.1% | 162 |
|
|
2022
Q4 | $1.88M | Sell |
9,220
-439
| -5% | -$89.5K | 0.11% | 159 |
|
|
2022
Q3 | $1.82M | Sell |
9,659
-214
| -2% | -$40.2K | 0.13% | 156 |
|
|
2022
Q2 | $1.95M | Buy |
9,873
+160
| +2% | +$31.5K | 0.13% | 149 |
|
|
2022
Q1 | $2.31M | Buy |
9,713
+896
| +10% | +$213K | 0.13% | 146 |
|
|
2021
Q4 | $2.09M | Hold |
8,817
| – | – | 0.13% | 145 |
|
|
2021
Q3 | $2.09M | Sell |
8,817
-172
| -2% | -$40.7K | 0.13% | 145 |
|
|
2021
Q2 | $2.13M | Sell |
8,989
-349
| -4% | -$82.9K | 0.14% | 148 |
|
|
2021
Q1 | $2.07M | Sell |
9,338
-326
| -3% | -$72.2K | 0.14% | 144 |
|
|
2020
Q4 | $2M | Buy |
9,664
+61
| +0.6% | +$12.6K | 0.17% | 134 |
|
|
2020
Q3 | $1.69M | Sell |
9,603
-458
| -5% | -$80.7K | 0.17% | 131 |
|
|
2020
Q2 | $1.65M | Sell |
10,061
-571
| -5% | -$93.6K | 0.18% | 132 |
|
|
2020
Q1 | $1.4M | Sell |
10,632
-360
| -3% | -$47.4K | 0.19% | 134 |
|
|
2019
Q4 | $1.96M | Buy |
10,992
+70
| +0.6% | +$12.5K | 0.22% | 128 |
|
|
2019
Q3 | $1.83M | Buy |
10,922
+76
| +0.7% | +$12.7K | 0.22% | 131 |
|
|
2019
Q2 | $1.81M | Sell |
10,846
-382
| -3% | -$63.9K | 0.22% | 136 |
|
|
2019
Q1 | $1.81M | Buy |
11,228
+377
| +3% | +$60.6K | 0.23% | 137 |
|
|
2018
Q4 | $1.5M | Sell |
10,851
-3
| -0% | -$414 | 0.23% | 135 |
|
|
2018
Q3 | $1.78M | Sell |
10,854
-242
| -2% | -$39.7K | 0.24% | 128 |
|
|
2018
Q2 | $1.75M | Buy |
11,096
+81
| +0.7% | +$12.8K | 0.25% | 124 |
|
|
2018
Q1 | $1.7M | Buy |
11,015
+288
| +3% | +$44.4K | 0.25% | 128 |
|
|
2017
Q4 | $1.66M | Buy |
10,727
+188
| +2% | +$29.1K | 0.24% | 128 |
|
|
2017
Q3 | $1.55M | Buy |
10,539
+518
| +5% | +$76.1K | 0.24% | 130 |
|
|
2017
Q2 | $1.43M | Sell |
10,021
-41
| -0.4% | -$5.84K | 0.23% | 138 |
|
|
2017
Q1 | $1.4M | Buy |
10,062
+350
| +4% | +$48.7K | 0.22% | 138 |
|
|
2016
Q4 | $1.28M | Buy |
9,712
+235
| +2% | +$30.9K | 0.21% | 147 |
|
|
2016
Q3 | $1.23M | Buy |
9,477
+200
| +2% | +$25.9K | 0.22% | 146 |
|
|
2016
Q2 | $1.15M | Sell |
9,277
-96
| -1% | -$11.9K | 0.21% | 151 |
|
|
2016
Q1 | $1.14M | Buy |
9,373
+607
| +7% | +$73.6K | 0.22% | 146 |
|
|
2015
Q4 | $1.05M | Buy |
8,766
+1,259
| +17% | +$151K | 0.23% | 134 |
|
|
2015
Q3 | $876K | Buy |
7,507
+682
| +10% | +$79.6K | 0.21% | 135 |
|
|
2015
Q2 | $870K | Sell |
6,825
-217
| -3% | -$27.7K | 0.2% | 143 |
|
|
2015
Q1 | $934K | Buy |
7,042
+196
| +3% | +$26K | 0.22% | 136 |
|
|
2014
Q4 | $846K | Sell |
6,846
-120
| -2% | -$14.8K | 0.21% | 144 |
|
|
2014
Q3 | $817K | Sell |
6,966
-185
| -3% | -$21.7K | 0.21% | 145 |
|
|
2014
Q2 | $849K | Buy |
7,151
+863
| +14% | +$102K | 0.2% | 149 |
|
|
2014
Q1 | $714K | Sell |
6,288
-85
| -1% | -$9.65K | 0.17% | 159 |
|
|
2013
Q4 | $701K | Sell |
6,373
-70
| -1% | -$7.7K | 0.17% | 161 |
|
|
2013
Q3 | $660K | Buy |
+6,443
| New | +$660K | 0.17% | 157 |
|