Dana Investment Advisors’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 | $1.83M | Sell |
6,548
-1,601
| -20% | -$448K | 0.06% | 291 |
|
2025
Q1 | $2.11M | Sell |
8,149
-174
| -2% | -$45K | 0.08% | 270 |
|
2024
Q4 | $2.2M | Sell |
8,323
-190
| -2% | -$50.2K | 0.07% | 275 |
|
2024
Q3 | $2.25M | Sell |
8,513
-68
| -0.8% | -$17.9K | 0.07% | 270 |
|
2024
Q2 | $2.08M | Sell |
8,581
-192
| -2% | -$46.5K | 0.07% | 274 |
|
2024
Q1 | $2.19M | Sell |
8,773
-1,338
| -13% | -$334K | 0.07% | 276 |
|
2023
Q4 | $2.35M | Sell |
10,111
-1,154
| -10% | -$268K | 0.11% | 143 |
|
2023
Q3 | $2.35M | Buy |
11,265
+45
| +0.4% | +$9.37K | 0.12% | 132 |
|
2023
Q2 | $2.47M | Buy |
11,220
+873
| +8% | +$192K | 0.12% | 124 |
|
2023
Q1 | $2.18M | Buy |
10,347
+122
| +1% | +$25.7K | 0.11% | 127 |
|
2022
Q4 | $2.08M | Buy |
10,225
+107
| +1% | +$21.8K | 0.11% | 125 |
|
2022
Q3 | $1.9M | Buy |
10,118
+54
| +0.5% | +$10.2K | 0.11% | 130 |
|
2022
Q2 | $1.98M | Sell |
10,064
-504
| -5% | -$99.3K | 0.1% | 141 |
|
2022
Q1 | $2.51M | Sell |
10,568
-145
| -1% | -$34.5K | 0.12% | 113 |
|
2021
Q4 | $2.73M | Buy |
10,713
+149
| +1% | +$38K | 0.12% | 113 |
|
2021
Q3 | $2.5M | Buy |
10,564
+179
| +2% | +$42.4K | 0.11% | 113 |
|
2021
Q2 | $2.47M | Buy |
10,385
+135
| +1% | +$32K | 0.11% | 116 |
|
2021
Q1 | $2.27M | Buy |
10,250
+481
| +5% | +$106K | 0.1% | 124 |
|
2020
Q4 | $2.02M | Buy |
9,769
+282
| +3% | +$58.3K | 0.1% | 133 |
|
2020
Q3 | $1.67M | Sell |
9,487
-3
| -0% | -$529 | 0.09% | 129 |
|
2020
Q2 | $1.56M | Buy |
9,490
+529
| +6% | +$86.7K | 0.08% | 143 |
|
2020
Q1 | $1.18M | Sell |
8,961
-289
| -3% | -$38.1K | 0.07% | 155 |
|
2019
Q4 | $1.65M | Buy |
9,250
+2,673
| +41% | +$476K | 0.08% | 160 |
|
2019
Q3 | $1.1M | Buy |
6,577
+1,084
| +20% | +$182K | 0.06% | 188 |
|
2019
Q2 | $918K | Buy |
5,493
+308
| +6% | +$51.5K | 0.05% | 197 |
|
2019
Q1 | $833K | Buy |
5,185
+874
| +20% | +$140K | 0.04% | 210 |
|
2018
Q4 | $596K | Sell |
4,311
-100
| -2% | -$13.8K | 0.03% | 216 |
|
2018
Q3 | $724K | Buy |
4,411
+636
| +17% | +$104K | 0.03% | 222 |
|
2018
Q2 | $595K | Hold |
3,775
| – | – | 0.03% | 220 |
|
2018
Q1 | $582K | Hold |
3,775
| – | – | 0.03% | 220 |
|
2017
Q4 | $584K | Buy |
3,775
+366
| +11% | +$56.6K | 0.03% | 221 |
|
2017
Q3 | $501K | Buy |
3,409
+174
| +5% | +$25.6K | 0.02% | 219 |
|
2017
Q2 | $461K | Buy |
+3,235
| New | +$461K | 0.02% | 228 |
|