Cornerstone Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.3M | Buy |
352,772
+23,488
| +7% | +$1.75M | 2.4% | 10 |
|
|
2025
Q4 | $23.9M | Buy |
329,284
+13,156
| +4% | +$957K | 2.28% | 11 |
|
|
2025
Q3 | $23.2M | Buy |
316,128
+48,352
| +18% | +$3.47M | 2.28% | 12 |
|
|
2025
Q2 | $18.7M | Buy |
267,776
+30,108
| +13% | +$1.98M | 2.01% | 15 |
|
|
2025
Q1 | $15.4M | Buy |
237,668
+57,824
| +32% | +$3.88M | 1.8% | 15 |
|
|
2024
Q4 | $12.4M | Buy |
179,844
+51,060
| +40% | +$3.47M | 1.41% | 19 |
|
|
2024
Q3 | $8.49M | Buy |
128,784
+13,228
| +11% | +$831K | 1.12% | 23 |
|
|
2024
Q2 | $6.99M | Buy |
115,556
+12,308
| +12% | +$748K | 0.98% | 28 |
|
|
2024
Q1 | $6.45M | Buy |
103,248
+40,276
| +64% | +$2.38M | 0.92% | 29 |
|
|
2023
Q4 | $3.66M | Buy |
62,972
+13,492
| +27% | +$721K | 0.57% | 41 |
|
|
2023
Q3 | $2.58M | Sell |
49,480
-1,468
| -3% | -$80.5K | 0.45% | 48 |
|
|
2023
Q2 | $2.8M | Buy |
50,948
+1,160
| +2% | +$60.8K | 0.49% | 40 |
|
|
2023
Q1 | $2.63M | Buy |
49,788
+2,628
| +6% | +$140K | 0.47% | 40 |
|
|
2022
Q4 | $2.4M | Buy |
47,160
+1,528
| +3% | +$77.8K | 0.47% | 42 |
|
|
2022
Q3 | $2.15M | Buy |
45,632
+2,104
| +5% | +$110K | 0.48% | 39 |
|
|
2022
Q2 | $2.14M | Sell |
43,528
-23,972
| -36% | -$1.3M | 0.49% | 37 |
|
|
2022
Q1 | $4.01M | Buy |
67,500
+7,748
| +13% | +$455K | 0.61% | 33 |
|
|
2021
Q4 | $3.81M | Buy |
59,752
+3,340
| +6% | +$209K | 0.55% | 34 |
|
|
2021
Q3 | $3.34M | Buy |
56,412
+6,408
| +13% | +$387K | 0.55% | 37 |
|
|
2021
Q2 | $2.97M | Buy |
50,004
+2,000
| +4% | +$116K | 0.5% | 39 |
|
|
2021
Q1 | $2.66M | Buy |
48,004
+2,124
| +5% | +$115K | 0.5% | 41 |
|
|
2020
Q4 | $2.37M | Buy |
45,880
+412
| +0.9% | +$19.9K | 0.48% | 47 |
|
|
2020
Q3 | $2M | Buy |
45,468
+1,656
| +4% | +$72.2K | 0.47% | 47 |
|
|
2020
Q2 | $1.8M | Buy |
43,812
+8,320
| +23% | +$319K | 0.47% | 46 |
|
|
2020
Q1 | $1.17M | Sell |
35,492
-47,588
| -57% | -$1.97M | 0.36% | 57 |
|
|
2019
Q4 | $3.7M | Sell |
83,080
-368
| -0.4% | -$15.8K | 0.77% | 43 |
|
|
2019
Q3 | $3.5M | Sell |
83,448
-7,552
| -8% | -$316K | 0.75% | 42 |
|
|
2019
Q2 | $3.8M | Buy |
91,000
+372
| +0.4% | +$15.2K | 0.82% | 39 |
|
|
2019
Q1 | $3.64M | Sell |
90,628
-2,612
| -3% | -$100K | 0.8% | 36 |
|
|
2018
Q4 | $3.22M | Sell |
93,240
-4,672
| -5% | -$175K | 0.85% | 34 |
|
|
2018
Q3 | $4.02M | Sell |
97,912
-2,372
| -2% | -$96.8K | 1.19% | 27 |
|
|
2018
Q2 | $3.95M | Sell |
100,284
-7,656
| -7% | -$301K | 1.3% | 24 |
|
|
2018
Q1 | $4.16M | Buy |
107,940
+1,232
| +1% | +$48.5K | 1.5% | 19 |
|
|
2017
Q4 | $4.13M | Sell |
106,708
-15,196
| -12% | -$574K | 1.42% | 20 |
|
|
2017
Q3 | $4.48M | Sell |
121,904
-1,372
| -1% | -$49.5K | 1.52% | 17 |
|
|
2017
Q2 | $4.39M | Buy |
123,276
+19,224
| +18% | +$679K | 1.47% | 17 |
|
|
2017
Q1 | $3.62M | Sell |
104,052
-28
| -0% | -$962 | 1.83% | 13 |
|
|
2016
Q4 | $3.42M | Buy |
104,080
+2,856
| +3% | +$92.5K | 2.57% | 10 |
|
|
2016
Q3 | $3.28M | Buy |
101,224
+2,880
| +3% | +$92.4K | 2.69% | 10 |
|
|
2016
Q2 | $3.04M | Sell |
98,344
-1,800
| -2% | -$55K | 2.56% | 10 |
|
|
2016
Q1 | $3.04M | Buy |
100,144
+9,832
| +11% | +$278K | 2.59% | 10 |
|
|
2015
Q4 | $2.71M | Buy |
+90,312
| New | +$2.75M | 2.34% | 12 |
|
Other funds holding VO
