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Crewe Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Crewe Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.02M Buy
7,214
+2,101
+41% +$588K 0.29% 42
2025
Q1 		$1.32M Buy
5,113
+139
+3% +$35.9K 0.19% 50
2024
Q4 		$1.31M Hold
4,974
– – 0.18% 48
2024
Q3 		$1.31M Buy
4,974
+32
+0.6% +$8.44K 0.15% 48
2024
Q2 		$1.2M Buy
4,942
+662
+15% +$160K 0.13% 66
2024
Q1 		$1.07M Sell
4,280
-56
-1% -$14K 0.12% 65
2023
Q4 		$1.01M Buy
4,336
+680
+19% +$158K 0.16% 37
2023
Q3 		$761K Buy
3,656
+251
+7% +$52.3K 0.13% 39
2023
Q2 		$750K Sell
3,405
-33
-1% -$7.27K 0.11% 61
2023
Q1 		$725K Sell
3,438
-79
-2% -$16.7K 0.11% 63
2022
Q4 		$717K Buy
3,517
+271
+8% +$55.2K 0.11% 63
2022
Q3 		$610K Buy
3,246
+293
+10% +$55.1K 0.11% 64
2022
Q2 		$582K Buy
2,953
+285
+11% +$56.2K 0.13% 51
2022
Q1 		$635K Buy
2,668
+172
+7% +$40.9K 0.12% 46
2021
Q4 		$636K Buy
2,496
+633
+34% +$161K 0.13% 39
2021
Q3 		$441K Hold
1,863
– – 0.1% 38
2021
Q2 		$442K Hold
1,863
– – 0.11% 38
2021
Q1 		$412K Hold
1,863
– – 0.1% 38
2020
Q4 		$385K Hold
1,863
– – 0.15% 36
2020
Q3 		$328K Hold
1,863
– – 0.15% 34
2020
Q2 		$305K Hold
1,863
– – 0.15% 38
2020
Q1 		$245K Buy
1,863
+556
+43% +$73.1K 0.15% 38
2019
Q4 		$233K Buy
+1,307
New +$233K 0.1% 50
2018
Q4 		– Sell
-860
Closed -$141K – 236
2018
Q3 		$141K Hold
860
– – 0.12% 64
2018
Q2 		$136K Hold
860
– – 0.13% 63
2018
Q1 		$133K Hold
860
– – 0.13% 64
2017
Q4 		$133K Buy
+860
New +$133K 0.13% 66