Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.39M | Sell |
122,096
-15,816
| -11% | -$961K | 0.08% | 115 |
|
|
2024
Q1 | $8.61M | Buy |
137,912
+1,252
| +0.9% | +$74K | 0.09% | 104 |
|
|
2023
Q4 | $7.95M | Sell |
136,660
-8,812
| -6% | -$471K | 0.09% | 108 |
|
|
2023
Q3 | $7.57M | Sell |
145,472
-15,008
| -9% | -$823K | 0.11% | 102 |
|
|
2023
Q2 | $8.83M | Buy |
160,480
+13,580
| +9% | +$712K | 0.13% | 92 |
|
|
2023
Q1 | $7.49M | Hold |
146,900
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $7.49M | Buy |
146,900
+25,304
| +21% | +$1.29M | 0.14% | 88 |
|
|
2022
Q3 | $5.71M | Buy |
121,596
+6,584
| +6% | +$344K | 0.12% | 96 |
|
|
2022
Q2 | $5.66M | Buy |
115,012
+20,244
| +21% | +$1.09M | 0.11% | 98 |
|
|
2022
Q1 | $5.63M | Sell |
94,768
-3,752
| -4% | -$220K | 0.11% | 99 |
|
|
2021
Q4 | $6.28M | Sell |
98,520
-4,068
| -4% | -$255K | 0.12% | 87 |
|
|
2021
Q3 | $6.07M | Sell |
102,588
-892
| -0.9% | -$53.9K | 0.12% | 91 |
|
|
2021
Q2 | $6.14M | Sell |
103,480
-3,988
| -4% | -$231K | 0.15% | 86 |
|
|
2021
Q1 | $5.95M | Buy |
107,468
+36,724
| +52% | +$1.99M | 0.29% | 74 |
|
|
2020
Q4 | $3.66M | Buy |
70,744
+12,784
| +22% | +$619K | 0.19% | 102 |
|
|
2020
Q3 | $2.55M | Buy |
57,960
+8,176
| +16% | +$356K | 0.2% | 95 |
|
|
2020
Q2 | $2.04M | Sell |
49,784
-34,468
| -41% | -$1.32M | 0.19% | 92 |
|
|
2020
Q1 | $2.77M | Sell |
84,252
-36,740
| -30% | -$1.52M | 0.27% | 75 |
|
|
2019
Q4 | $5.39M | Sell |
120,992
-4,664
| -4% | -$200K | 0.52% | 46 |
|
|
2019
Q3 | $5.26M | Buy |
125,656
+3,432
| +3% | +$143K | 0.57% | 42 |
|
|
2019
Q2 | $5.11M | Buy |
122,224
+26,280
| +27% | +$1.08M | 0.56% | 40 |
|
|
2019
Q1 | $3.86M | Buy |
95,944
+53,208
| +125% | +$2.05M | 0.49% | 53 |
|
|
2018
Q4 | $1.48M | Buy |
42,736
+184
| +0.4% | +$6.91K | 0.23% | 88 |
|
|
2018
Q3 | $1.75M | Sell |
42,552
-3,500
| -8% | -$143K | 0.27% | 81 |
|
|
2018
Q2 | $1.81M | Buy |
46,052
+4,796
| +12% | +$188K | 0.29% | 78 |
|
|
2018
Q1 | $1.59M | Buy |
41,256
+3,004
| +8% | +$118K | 0.31% | 70 |
|
|
2017
Q4 | $1.48M | Buy |
38,252
+29,792
| +352% | +$1.12M | 0.31% | 78 |
|
|
2017
Q3 | $311K | Buy |
8,460
+2,732
| +48% | +$98.5K | 0.07% | 220 |
|
|
2017
Q2 | $204K | Sell |
5,728
-5,948
| -51% | -$210K | 0.05% | 281 |
|
|
2017
Q1 | $406K | Buy |
+11,676
| New | +$401K | 0.12% | 159 |
|
|
2014
Q1 | – | Sell |
-10,768
| Closed | -$296K | – | 165 |
|
|
2013
Q4 | $296K | Sell |
10,768
-1,100
| -9% | -$29.3K | 0.14% | 107 |
|
|
2013
Q3 | $304K | Hold |
11,868
| – | – | 0.16% | 94 |
|
|
2013
Q2 | $282K | Buy |
+11,868
| New | +$281K | 0.16% | 96 |
|
Other funds holding VO
RJA
Buckingham Strategic Wealth's VO Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q2 2024, selling an estimated $961K and leaving 122,096 shares worth $7.39M. The position accounts for 0.08% of the portfolio, ranked #115.
Buckingham Strategic Wealth first reported a position in VO in Q2 2013 and has held it in 33 quarters since. The position peaked at $8.83M in Q2 2023. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.
- Buckingham Strategic Wealth held 122,096 shares of Vanguard Mid-Cap ETF worth $7.39M as of Q2 2024.
- Buckingham Strategic Wealth sold 15,816 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $961K.
- Vanguard Mid-Cap ETF made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #115 holding.
- Buckingham Strategic Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 33 quarters since.
- Buckingham Strategic Wealth's Vanguard Mid-Cap ETF position peaked at $8.83M in Q2 2023.
- 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.