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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Sell |
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|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $314K | Sell |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $342K | Buy |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $910K | Buy |
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|
2018
Q1 | $753K | Sell |
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|
2017
Q4 | $898K | Buy |
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|
2017
Q3 | $791K | Hold |
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|
2017
Q2 | $768K | Sell |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $709K | Buy |
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|
2016
Q2 | $676K | Sell |
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|
2016
Q1 | $886K | Buy |
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|
2015
Q4 | $647K | Buy |
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|
2015
Q3 | $577K | Sell |
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|
2015
Q2 | $670K | Buy |
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|
2015
Q1 | $642K | Buy |
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