Cerity Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258M | Buy |
921,472
+128,923
| +16% | +$36.1M | 0.46% | 38 |
|
|
2025
Q1 | $205M | Buy |
792,549
+70,952
| +10% | +$18.3M | 0.42% | 45 |
|
|
2024
Q4 | $191M | Buy |
721,597
+46,519
| +7% | +$12.3M | 0.41% | 47 |
|
|
2024
Q3 | $178M | Buy |
675,078
+148,338
| +28% | +$39.1M | 0.39% | 49 |
|
|
2024
Q2 | $128M | Buy |
526,740
+60,164
| +13% | +$14.6M | 0.34% | 58 |
|
|
2024
Q1 | $116M | Sell |
466,576
-5,784,015
| -93% | -$1.44B | 0.31% | 66 |
|
|
2023
Q4 | $112M | Buy |
6,250,591
+5,837,958
| +1,415% | +$105M | 0.37% | 57 |
|
|
2023
Q3 | $85.9M | Buy |
412,633
+45,570
| +12% | +$9.49M | 0.42% | 56 |
|
|
2023
Q2 | $80.8M | Buy |
367,063
+152,817
| +71% | +$33.6M | 0.31% | 69 |
|
|
2023
Q1 | $55.8M | Buy |
214,246
+31,806
| +17% | +$8.28M | 0.13% | 117 |
|
|
2022
Q4 | $37.7M | Buy |
182,440
+142,640
| +358% | +$29.5M | 0.24% | 92 |
|
|
2022
Q3 | $7.48M | Buy |
39,800
+343
| +0.9% | +$64.5K | 0.09% | 194 |
|
|
2022
Q2 | $7.75M | Buy |
39,457
+3,351
| +9% | +$658K | 0.09% | 198 |
|
|
2022
Q1 | $7.94M | Buy |
36,106
+35,059
| +3,349% | +$7.7M | 0.12% | 145 |
|
|
2021
Q4 | $4.74M | Sell |
1,047
-12,641
| -92% | -$57.2M | 0.07% | 210 |
|
|
2021
Q3 | $3.24M | Buy |
13,688
+1,321
| +11% | +$313K | 0.07% | 202 |
|
|
2021
Q2 | $2.94M | Buy |
12,367
+299
| +2% | +$71K | 0.06% | 220 |
|
|
2021
Q1 | $2.67M | Sell |
12,068
-56
| -0.5% | -$12.4K | 0.06% | 218 |
|
|
2020
Q4 | $2.51M | Sell |
12,124
-211
| -2% | -$43.6K | 0.08% | 184 |
|
|
2020
Q3 | $2.17M | Buy |
12,335
+355
| +3% | +$62.6K | 0.09% | 161 |
|
|
2020
Q2 | $1.96M | Buy |
11,980
+1,655
| +16% | +$271K | 0.11% | 137 |
|
|
2020
Q1 | $1.36M | Buy |
10,325
+2,169
| +27% | +$285K | 0.09% | 164 |
|
|
2019
Q4 | $1.45M | Sell |
8,156
-1,406
| -15% | -$250K | 0.07% | 196 |
|
|
2019
Q3 | $1.6M | Buy |
9,562
+999
| +12% | +$167K | 0.09% | 193 |
|
|
2019
Q2 | $1.43M | Sell |
8,563
-41
| -0.5% | -$6.86K | 0.09% | 193 |
|
|
2019
Q1 | $1.38M | Sell |
8,604
-4,910
| -36% | -$789K | 0.09% | 200 |
|
|
2018
Q4 | $1.87M | Buy |
13,514
+1,932
| +17% | +$267K | 0.13% | 164 |
|
|
2018
Q3 | $1.9M | Buy |
11,582
+1,340
| +13% | +$220K | 0.13% | 172 |
|
|
2018
Q2 | $1.62M | Buy |
10,242
+3,655
| +55% | +$576K | 0.12% | 178 |
|
|
2018
Q1 | $1.02M | Buy |
6,587
+5,267
| +399% | +$812K | 0.08% | 225 |
|
|
2017
Q4 | $204K | Buy |
+1,320
| New | +$204K | 0.01% | 532 |
|