DAS
Dynamic Advisor Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
20,724
+566
| +3% | +$158K | 0.18% | 139 |
|
|
2025
Q1 | $5.21M | Buy |
+20,158
| New | +$5.21M | 0.17% | 144 |
|
|
2024
Q4 | – | Sell |
-49,619
| Closed | -$13.1M | – | 885 |
|
|
2024
Q3 | $13.1M | Sell |
49,619
-1,131
| -2% | -$298K | 0.39% | 60 |
|
|
2024
Q2 | $12.3M | Buy |
50,750
+5,529
| +12% | +$1.34M | 0.39% | 61 |
|
|
2024
Q1 | $11.3M | Sell |
45,221
-371
| -0.8% | -$92.7K | 0.38% | 61 |
|
|
2023
Q4 | $10.4M | Buy |
45,592
+7,893
| +21% | +$1.8M | 0.39% | 59 |
|
|
2023
Q3 | $7.85M | Buy |
37,699
+15,884
| +73% | +$3.31M | 0.37% | 67 |
|
|
2023
Q2 | $4.8M | Sell |
21,815
-14,538
| -40% | -$3.2M | 0.25% | 119 |
|
|
2023
Q1 | $7.67M | Sell |
36,353
-5,535
| -13% | -$1.17M | 0.45% | 46 |
|
|
2022
Q4 | $8.54M | Sell |
41,888
-2,808
| -6% | -$572K | 0.58% | 37 |
|
|
2022
Q3 | $8.4M | Buy |
44,696
+1,630
| +4% | +$306K | 0.64% | 29 |
|
|
2022
Q2 | $8.48M | Buy |
43,066
+8,330
| +24% | +$1.64M | 0.65% | 26 |
|
|
2022
Q1 | $8.26M | Buy |
34,736
+6,327
| +22% | +$1.5M | 0.58% | 33 |
|
|
2021
Q4 | $7.24M | Buy |
28,409
+2,156
| +8% | +$549K | 0.52% | 37 |
|
|
2021
Q3 | $6.22M | Buy |
26,253
+2,699
| +11% | +$639K | 0.47% | 43 |
|
|
2021
Q2 | $5.59M | Buy |
23,554
+3,395
| +17% | +$806K | 0.44% | 49 |
|
|
2021
Q1 | $4.46M | Sell |
20,159
-3,000
| -13% | -$664K | 0.41% | 56 |
|
|
2020
Q4 | $4.79M | Buy |
23,159
+4,127
| +22% | +$853K | 0.45% | 56 |
|
|
2020
Q3 | $3.36M | Buy |
19,032
+1,429
| +8% | +$252K | 0.38% | 71 |
|
|
2020
Q2 | $2.89M | Buy |
17,603
+2,571
| +17% | +$421K | 0.39% | 66 |
|
|
2020
Q1 | $1.98M | Buy |
15,032
+2,766
| +23% | +$364K | 0.36% | 72 |
|
|
2019
Q4 | $2.19M | Buy |
12,266
+3,450
| +39% | +$615K | 0.3% | 89 |
|
|
2019
Q3 | $1.48M | Sell |
8,816
-173
| -2% | -$29K | 0.23% | 114 |
|
|
2019
Q2 | $1.5M | Buy |
8,989
+1,086
| +14% | +$182K | 0.24% | 109 |
|
|
2019
Q1 | $1.27M | Buy |
7,903
+28
| +0.4% | +$4.5K | 0.24% | 108 |
|
|
2018
Q4 | $1.18M | Sell |
7,875
-1,467
| -16% | -$221K | 0.25% | 107 |
|
|
2018
Q3 | $1.53M | Buy |
9,342
+251
| +3% | +$41.2K | 0.32% | 99 |
|
|
2018
Q2 | $1.43M | Buy |
9,091
+429
| +5% | +$67.6K | 0.32% | 92 |
|
|
2018
Q1 | $1.34M | Buy |
8,662
+220
| +3% | +$34K | 0.34% | 90 |
|
|
2017
Q4 | $1.31M | Sell |
8,442
-639
| -7% | -$98.9K | 0.43% | 81 |
|
|
2017
Q3 | $1.34M | Buy |
9,081
+429
| +5% | +$63.1K | 0.53% | 65 |
|
|
2017
Q2 | $1.23M | Buy |
8,652
+201
| +2% | +$28.6K | 0.48% | 71 |
|
|
2017
Q1 | $1.18M | Sell |
8,451
-821
| -9% | -$114K | 0.46% | 68 |
|
|
2016
Q4 | $1.22M | Buy |
9,272
+3,890
| +72% | +$512K | 0.49% | 66 |
|
|
2016
Q3 | $697K | Buy |
5,382
+150
| +3% | +$19.4K | 0.26% | 118 |
|
|
2016
Q2 | $647K | Sell |
5,232
-202
| -4% | -$25K | 0.26% | 105 |
|
|
2016
Q1 | $659K | Sell |
5,434
-241
| -4% | -$29.2K | 0.28% | 92 |
|
|
2015
Q4 | $682K | Buy |
5,675
+74
| +1% | +$8.89K | 0.28% | 96 |
|
|
2015
Q3 | $653K | Buy |
+5,601
| New | +$653K | 0.33% | 80 |
|
|
2015
Q2 | – | Sell |
-5,660
| Closed | -$751K | – | 198 |
|
|
2015
Q1 | $751K | Buy |
5,660
+134
| +2% | +$17.8K | 0.38% | 79 |
|
|
2014
Q4 | $683K | Sell |
5,526
-41
| -0.7% | -$5.07K | 0.37% | 81 |
|
|
2014
Q3 | $653K | Buy |
5,567
+389
| +8% | +$45.6K | 0.36% | 79 |
|
|
2014
Q2 | $614K | Buy |
5,178
+111
| +2% | +$13.2K | 0.37% | 81 |
|
|
2014
Q1 | $576K | Buy |
5,067
+738
| +17% | +$83.9K | 0.39% | 83 |
|
|
2013
Q4 | $477K | Buy |
+4,329
| New | +$477K | 0.35% | 103 |
|