Burney Company’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 | $244K | Sell |
873
-521
| -37% | -$146K | 0.01% | 522 |
|
|
2025
Q1 | $361K | Buy |
1,394
+279
| +25% | +$72.2K | 0.01% | 464 |
|
|
2024
Q4 | $295K | Hold |
1,115
| – | – | 0.01% | 504 |
|
|
2024
Q3 | $294K | Hold |
1,115
| – | – | 0.01% | 519 |
|
|
2024
Q2 | $270K | Sell |
1,115
-12
| -1% | -$2.91K | 0.01% | 530 |
|
|
2024
Q1 | $282K | Sell |
1,127
-3
| -0.3% | -$750 | 0.01% | 532 |
|
|
2023
Q4 | $263K | Hold |
1,130
| – | – | 0.01% | 519 |
|
|
2023
Q3 | $235K | Sell |
1,130
-9
| -0.8% | -$1.87K | 0.01% | 516 |
|
|
2023
Q2 | $251K | Sell |
1,139
-396
| -26% | -$87.2K | 0.01% | 514 |
|
|
2023
Q1 | $324K | Sell |
1,535
-21
| -1% | -$4.43K | 0.02% | 473 |
|
|
2022
Q4 | $317K | Buy |
1,556
+23
| +2% | +$4.69K | 0.02% | 462 |
|
|
2022
Q3 | $288K | Sell |
1,533
-67
| -4% | -$12.6K | 0.02% | 479 |
|
|
2022
Q2 | $315K | Sell |
1,600
-10
| -0.6% | -$1.97K | 0.02% | 466 |
|
|
2022
Q1 | $383K | Hold |
1,610
| – | – | 0.02% | 460 |
|
|
2021
Q4 | $410K | Hold |
1,610
| – | – | 0.02% | 445 |
|
|
2021
Q3 | $381K | Sell |
1,610
-174
| -10% | -$41.2K | 0.02% | 447 |
|
|
2021
Q2 | $423K | Buy |
1,784
+5
| +0.3% | +$1.19K | 0.02% | 446 |
|
|
2021
Q1 | $394K | Buy |
1,779
+167
| +10% | +$37K | 0.02% | 437 |
|
|
2020
Q4 | $333K | Buy |
1,612
+74
| +5% | +$15.3K | 0.02% | 431 |
|
|
2020
Q3 | $271K | Sell |
1,538
-14
| -0.9% | -$2.47K | 0.02% | 425 |
|
|
2020
Q2 | $254K | Sell |
1,552
-5
| -0.3% | -$818 | 0.02% | 426 |
|
|
2020
Q1 | $205K | Sell |
1,557
-205
| -12% | -$27K | 0.02% | 401 |
|
|
2019
Q4 | $314K | Sell |
1,762
-194
| -10% | -$34.6K | 0.02% | 389 |
|
|
2019
Q3 | $328K | Buy |
1,956
+266
| +16% | +$44.6K | 0.02% | 366 |
|
|
2019
Q2 | $283K | Sell |
1,690
-435
| -20% | -$72.8K | 0.02% | 391 |
|
|
2019
Q1 | $342K | Buy |
2,125
+488
| +30% | +$78.5K | 0.02% | 364 |
|
|
2018
Q4 | $226K | Buy |
+1,637
| New | +$226K | 0.02% | 400 |
|
|
2018
Q3 | – | Sell |
-5,770
| Closed | -$910K | – | 473 |
|
|
2018
Q2 | $910K | Buy |
5,770
+890
| +18% | +$140K | 0.05% | 258 |
|
|
2018
Q1 | $753K | Sell |
4,880
-920
| -16% | -$142K | 0.05% | 261 |
|
|
2017
Q4 | $898K | Buy |
5,800
+400
| +7% | +$61.9K | 0.05% | 253 |
|
|
2017
Q3 | $791K | Hold |
5,400
| – | – | 0.05% | 249 |
|
|
2017
Q2 | $768K | Sell |
5,400
-2,237
| -29% | -$318K | 0.05% | 244 |
|
|
2017
Q1 | $1.06M | Sell |
7,637
-2,468
| -24% | -$344K | 0.07% | 215 |
|
|
2016
Q4 | $1.33M | Buy |
10,105
+4,630
| +85% | +$609K | 0.09% | 185 |
|
|
2016
Q3 | $709K | Buy |
5,475
+8
| +0.1% | +$1.04K | 0.05% | 231 |
|
|
2016
Q2 | $676K | Sell |
5,467
-1,845
| -25% | -$228K | 0.05% | 233 |
|
|
2016
Q1 | $886K | Buy |
7,312
+1,956
| +37% | +$237K | 0.06% | 215 |
|
|
2015
Q4 | $647K | Buy |
5,356
+414
| +8% | +$50K | 0.05% | 230 |
|
|
2015
Q3 | $577K | Sell |
4,942
-313
| -6% | -$36.5K | 0.04% | 242 |
|
|
2015
Q2 | $670K | Buy |
5,255
+418
| +9% | +$53.3K | 0.05% | 240 |
|
|
2015
Q1 | $642K | Buy |
+4,837
| New | +$642K | 0.04% | 253 |
|