Checchi Capital Advisers’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 | $1.69M | Sell |
6,043
-7
| -0.1% | -$1.96K | 0.09% | 137 |
|
|
2025
Q1 | $1.56M | Sell |
6,050
-26
| -0.4% | -$6.72K | 0.08% | 150 |
|
|
2024
Q4 | $1.6M | Buy |
6,076
+274
| +5% | +$72.4K | 0.09% | 135 |
|
|
2024
Q3 | $1.53M | Sell |
5,802
-184
| -3% | -$48.5K | 0.09% | 145 |
|
|
2024
Q2 | $1.45M | Sell |
5,986
-965
| -14% | -$234K | 0.07% | 144 |
|
|
2024
Q1 | $1.74M | Sell |
6,951
-502
| -7% | -$125K | 0.14% | 130 |
|
|
2023
Q4 | $1.73M | Buy |
7,453
+3,338
| +81% | +$777K | 0.14% | 123 |
|
|
2023
Q3 | $857K | Sell |
4,115
-677
| -14% | -$141K | 0.08% | 190 |
|
|
2023
Q2 | $1.06M | Sell |
4,792
-177
| -4% | -$39K | 0.09% | 173 |
|
|
2023
Q1 | $1.05M | Sell |
4,969
-414
| -8% | -$87.3K | 0.1% | 163 |
|
|
2022
Q4 | $1.1M | Buy |
5,383
+866
| +19% | +$176K | 0.11% | 151 |
|
|
2022
Q3 | $849K | Buy |
4,517
+320
| +8% | +$60.1K | 0.08% | 172 |
|
|
2022
Q2 | $906K | Sell |
4,197
-543
| -11% | -$117K | 0.08% | 172 |
|
|
2022
Q1 | $1.13M | Buy |
4,740
+2,215
| +88% | +$527K | 0.1% | 146 |
|
|
2021
Q4 | $643K | Buy |
2,525
+141
| +6% | +$35.9K | 0.06% | 205 |
|
|
2021
Q3 | $564K | Buy |
2,384
+23
| +1% | +$5.44K | 0.06% | 217 |
|
|
2021
Q2 | $560K | Buy |
2,361
+2
| +0.1% | +$474 | 0.06% | 227 |
|
|
2021
Q1 | $522K | Buy |
2,359
+75
| +3% | +$16.6K | 0.05% | 231 |
|
|
2020
Q4 | $472K | Buy |
2,284
+404
| +21% | +$83.5K | 0.05% | 238 |
|
|
2020
Q3 | $331K | Hold |
1,880
| – | – | 0.04% | 275 |
|
|
2020
Q2 | $308K | Buy |
+1,880
| New | +$308K | 0.04% | 289 |
|
|
2020
Q1 | – | Sell |
-1,398
| Closed | -$249K | – | 456 |
|
|
2019
Q4 | $249K | Sell |
1,398
-9
| -0.6% | -$1.6K | 0.03% | 344 |
|
|
2019
Q3 | $236K | Sell |
1,407
-28
| -2% | -$4.7K | 0.03% | 351 |
|
|
2019
Q2 | $240K | Sell |
1,435
-184
| -11% | -$30.8K | 0.03% | 339 |
|
|
2019
Q1 | $260K | Sell |
1,619
-62
| -4% | -$9.96K | 0.03% | 310 |
|
|
2018
Q4 | $232K | Buy |
1,681
+164
| +11% | +$22.6K | 0.03% | 305 |
|
|
2018
Q3 | $249K | Sell |
1,517
-15
| -1% | -$2.46K | 0.03% | 347 |
|
|
2018
Q2 | $242K | Sell |
1,532
-36
| -2% | -$5.69K | 0.03% | 334 |
|
|
2018
Q1 | $242K | Buy |
1,568
+40
| +3% | +$6.17K | 0.03% | 336 |
|
|
2017
Q4 | $237K | Sell |
1,528
-22
| -1% | -$3.41K | 0.03% | 345 |
|
|
2017
Q3 | $228K | Sell |
1,550
-109
| -7% | -$16K | 0.02% | 332 |
|
|
2017
Q2 | $236K | Buy |
1,659
+108
| +7% | +$15.4K | 0.03% | 321 |
|
|
2017
Q1 | $216K | Sell |
1,551
-11
| -0.7% | -$1.53K | 0.02% | 352 |
|
|
2016
Q4 | $206K | Hold |
1,562
| – | – | 0.03% | 342 |
|
|
2016
Q3 | $202K | Sell |
1,562
-3
| -0.2% | -$388 | 0.02% | 344 |
|
|
2016
Q2 | $193K | Buy |
1,565
+383
| +32% | +$47.2K | 0.02% | 344 |
|
|
2016
Q1 | $143K | Buy |
+1,182
| New | +$143K | 0.03% | 438 |
|
|
2015
Q1 | – | Sell |
-1,639
| Closed | -$203K | – | 360 |
|
|
2014
Q4 | $203K | Buy |
+1,639
| New | +$203K | 0.08% | 292 |
|