Burney Company’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 | – | Sell |
-2,948
| Closed | -$214K | – | 657 |
|
|
2025
Q4 | $214K | Hold |
2,948
| – | – | 0.01% | 581 |
|
|
2025
Q3 | $216K | Sell |
2,948
-544
| -16% | -$39.1K | 0.01% | 556 |
|
|
2025
Q2 | $244K | Sell |
3,492
-2,084
| -37% | -$137K | 0.01% | 522 |
|
|
2025
Q1 | $361K | Buy |
5,576
+1,116
| +25% | +$74.9K | 0.01% | 464 |
|
|
2024
Q4 | $295K | Hold |
4,460
| – | – | 0.01% | 504 |
|
|
2024
Q3 | $294K | Hold |
4,460
| – | – | 0.01% | 519 |
|
|
2024
Q2 | $270K | Sell |
4,460
-48
| -1% | -$2.92K | 0.01% | 530 |
|
|
2024
Q1 | $282K | Sell |
4,508
-12
| -0.3% | -$709 | 0.01% | 532 |
|
|
2023
Q4 | $263K | Hold |
4,520
| – | – | 0.01% | 519 |
|
|
2023
Q3 | $235K | Sell |
4,520
-36
| -0.8% | -$1.97K | 0.01% | 516 |
|
|
2023
Q2 | $251K | Sell |
4,556
-1,584
| -26% | -$83K | 0.01% | 514 |
|
|
2023
Q1 | $324K | Sell |
6,140
-84
| -1% | -$4.47K | 0.02% | 473 |
|
|
2022
Q4 | $317K | Buy |
6,224
+92
| +2% | +$4.69K | 0.02% | 462 |
|
|
2022
Q3 | $288K | Sell |
6,132
-268
| -4% | -$14K | 0.02% | 479 |
|
|
2022
Q2 | $315K | Sell |
6,400
-40
| -0.6% | -$2.16K | 0.02% | 466 |
|
|
2022
Q1 | $383K | Hold |
6,440
| – | – | 0.02% | 460 |
|
|
2021
Q4 | $410K | Hold |
6,440
| – | – | 0.02% | 445 |
|
|
2021
Q3 | $381K | Sell |
6,440
-696
| -10% | -$42.1K | 0.02% | 447 |
|
|
2021
Q2 | $423K | Buy |
7,136
+20
| +0.3% | +$1.16K | 0.02% | 446 |
|
|
2021
Q1 | $394K | Buy |
7,116
+668
| +10% | +$36.2K | 0.02% | 437 |
|
|
2020
Q4 | $333K | Buy |
6,448
+296
| +5% | +$14.3K | 0.02% | 431 |
|
|
2020
Q3 | $271K | Sell |
6,152
-56
| -0.9% | -$2.44K | 0.02% | 425 |
|
|
2020
Q2 | $254K | Sell |
6,208
-20
| -0.3% | -$766 | 0.02% | 427 |
|
|
2020
Q1 | $205K | Sell |
6,228
-820
| -12% | -$34K | 0.02% | 402 |
|
|
2019
Q4 | $314K | Sell |
7,048
-776
| -10% | -$33.3K | 0.02% | 389 |
|
|
2019
Q3 | $328K | Buy |
7,824
+1,064
| +16% | +$44.5K | 0.02% | 366 |
|
|
2019
Q2 | $283K | Sell |
6,760
-1,740
| -20% | -$71.2K | 0.02% | 391 |
|
|
2019
Q1 | $342K | Buy |
8,500
+1,952
| +30% | +$75.1K | 0.02% | 364 |
|
|
2018
Q4 | $226K | Buy |
+6,548
| New | +$246K | 0.02% | 400 |
|
|
2018
Q3 | – | Sell |
-23,080
| Closed | -$910K | – | 473 |
|
|
2018
Q2 | $910K | Buy |
23,080
+3,560
| +18% | +$140K | 0.05% | 258 |
|
|
2018
Q1 | $753K | Sell |
19,520
-3,680
| -16% | -$145K | 0.05% | 261 |
|
|
2017
Q4 | $898K | Buy |
23,200
+1,600
| +7% | +$60.4K | 0.05% | 253 |
|
|
2017
Q3 | $791K | Hold |
21,600
| – | – | 0.05% | 249 |
|
|
2017
Q2 | $768K | Sell |
21,600
-8,948
| -29% | -$316K | 0.05% | 244 |
|
|
2017
Q1 | $1.06M | Sell |
30,548
-9,872
| -24% | -$339K | 0.07% | 215 |
|
|
2016
Q4 | $1.33M | Buy |
40,420
+18,520
| +85% | +$600K | 0.09% | 185 |
|
|
2016
Q3 | $709K | Buy |
21,900
+32
| +0.1% | +$1.03K | 0.05% | 231 |
|
|
2016
Q2 | $676K | Sell |
21,868
-7,380
| -25% | -$226K | 0.05% | 233 |
|
|
2016
Q1 | $886K | Buy |
29,248
+7,824
| +37% | +$221K | 0.06% | 215 |
|
|
2015
Q4 | $647K | Buy |
21,424
+1,656
| +8% | +$50.5K | 0.05% | 230 |
|
|
2015
Q3 | $577K | Sell |
19,768
-1,252
| -6% | -$39K | 0.04% | 242 |
|
|
2015
Q2 | $670K | Buy |
21,020
+1,672
| +9% | +$54.3K | 0.05% | 240 |
|
|
2015
Q1 | $642K | Buy |
+19,348
| New | +$608K | 0.04% | 253 |
|
Other funds holding VO
