Corient Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224M | Buy |
799,124
+406,742
| +104% | +$114M | 0.24% | 79 |
|
|
2025
Q1 | $101M | Buy |
392,382
+34,019
| +9% | +$8.8M | 0.17% | 136 |
|
|
2024
Q4 | $76.8M | Sell |
358,363
-64,092
| -15% | -$13.7M | 0.13% | 165 |
|
|
2024
Q3 | $111M | Buy |
422,455
+128,271
| +44% | +$33.8M | 0.17% | 128 |
|
|
2024
Q2 | $71.2M | Buy |
294,184
+13,963
| +5% | +$3.38M | 0.12% | 172 |
|
|
2024
Q1 | $70M | Buy |
280,221
+9,337
| +3% | +$2.33M | 0.12% | 173 |
|
|
2023
Q4 | $63M | Buy |
270,884
+18,864
| +7% | +$4.39M | 0.12% | 182 |
|
|
2023
Q3 | $52.5M | Buy |
252,020
+5,293
| +2% | +$1.1M | 0.12% | 183 |
|
|
2023
Q2 | $54.3M | Buy |
246,727
+15,270
| +7% | +$3.36M | 0.13% | 171 |
|
|
2023
Q1 | $48.8M | Buy |
231,457
+37,269
| +19% | +$7.86M | 0.13% | 161 |
|
|
2022
Q4 | $39.5M | Buy |
+194,188
| New | +$39.5M | 0.14% | 164 |
|