Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62.5M | Buy |
981,720
+45,072
| +5% | +$2.83M | 8.08% | 4 |
|
|
2021
Q3 | $55.4M | Buy |
936,648
+28,792
| +3% | +$1.74M | 8.12% | 4 |
|
|
2021
Q2 | $53.9M | Buy |
907,856
+35,224
| +4% | +$2.04M | 7.93% | 4 |
|
|
2021
Q1 | $48.3M | Buy |
872,632
+1,192
| +0.1% | +$64.7K | 7.81% | 3 |
|
|
2020
Q4 | $45M | Buy |
871,440
+14,292
| +2% | +$692K | 7.75% | 3 |
|
|
2020
Q3 | $37.8M | Buy |
857,148
+13,668
| +2% | +$596K | 7.53% | 4 |
|
|
2020
Q2 | $34.6M | Buy |
843,480
+9,372
| +1% | +$359K | 7.41% | 4 |
|
|
2020
Q1 | $27.5M | Sell |
834,108
-15,108
| -2% | -$626K | 6.71% | 5 |
|
|
2019
Q4 | $37.8M | Sell |
849,216
-6,060
| -0.7% | -$260K | 7.05% | 5 |
|
|
2019
Q3 | $35.8M | Sell |
855,276
-33,200
| -4% | -$1.39M | 7.27% | 4 |
|
|
2019
Q2 | $37.1M | Buy |
888,476
+344
| +0% | +$14.1K | 7.52% | 4 |
|
|
2019
Q1 | $35.7M | Sell |
888,132
-360
| -0% | -$13.8K | 7.43% | 4 |
|
|
2018
Q4 | $30.7M | Buy |
888,492
+21,636
| +2% | +$812K | 7.24% | 4 |
|
|
2018
Q3 | $35.6M | Sell |
866,856
-2,488
| -0.3% | -$102K | 7.31% | 4 |
|
|
2018
Q2 | $34.3M | Sell |
869,344
-4,504
| -0.5% | -$177K | 7.34% | 4 |
|
|
2018
Q1 | $33.7M | Sell |
873,848
-4,816
| -0.5% | -$190K | 7.26% | 4 |
|
|
2017
Q4 | $34M | Sell |
878,664
-7,220
| -0.8% | -$273K | 7.26% | 4 |
|
|
2017
Q3 | $32.6M | Sell |
885,884
-9,104
| -1% | -$328K | 7.22% | 4 |
|
|
2017
Q2 | $31.9M | Sell |
894,988
-16,436
| -2% | -$581K | 6.93% | 4 |
|
|
2017
Q1 | $31.7M | Sell |
911,424
-47,144
| -5% | -$1.62M | 7.18% | 4 |
|
|
2016
Q4 | $31.5M | Sell |
958,568
-440
| -0% | -$14.2K | 7.44% | 3 |
|
|
2016
Q3 | $31M | Sell |
959,008
-7,812
| -0.8% | -$251K | 7.41% | 3 |
|
|
2016
Q2 | $29.9M | Sell |
966,820
-19,544
| -2% | -$597K | 7.44% | 3 |
|
|
2016
Q1 | $29.9M | Sell |
986,364
-1,056
| -0.1% | -$29.9K | 7.56% | 3 |
|
|
2015
Q4 | $29.6M | Sell |
987,420
-2,040
| -0.2% | -$62.2K | 7.65% | 3 |
|
|
2015
Q3 | $28.9M | Buy |
989,460
+21,716
| +2% | +$677K | 7.89% | 3 |
|
|
2015
Q2 | $30.8M | Buy |
967,744
+660
| +0.1% | +$21.4K | 7.93% | 3 |
|
|
2015
Q1 | $32.1M | Sell |
967,084
-7,180
| -0.7% | -$226K | 8.26% | 3 |
|
|
2014
Q4 | $30.1M | Buy |
974,264
+18,884
| +2% | +$569K | 8.7% | 3 |
|
|
2014
Q3 | $28M | Sell |
955,380
-7,268
| -0.8% | -$216K | 8.86% | 3 |
|
|
2014
Q2 | $28.6M | Buy |
962,648
+9,564
| +1% | +$273K | 8.78% | 3 |
|
|
2014
Q1 | $27.1M | Buy |
953,084
+9,392
| +1% | +$261K | 8.86% | 3 |
|
|
2013
Q4 | $26M | Sell |
943,692
-36,792
| -4% | -$980K | 8.66% | 3 |
|
|
2013
Q3 | $25.1M | Sell |
980,484
-31,356
| -3% | -$787K | 9.22% | 3 |
|
|
2013
Q2 | $24.1M | Buy |
+1,011,840
| New | +$24M | 9.31% | 3 |
|
Other funds holding VO
RJA
Emery Howard Portfolio Management's VO Position: Q4 2021 in Review
Emery Howard Portfolio Management increased its Vanguard Mid-Cap ETF (VO) stake by 4.8% in Q4 2021, buying an estimated $2.83M and bringing the position to 981,720 shares worth $62.5M. The position accounts for 8.08% of the portfolio, ranked #4.
Emery Howard Portfolio Management first reported a position in VO in Q2 2013 and has held it in 35 quarters since. 1,577 funds tracked by Wall St. Rank hold VO as of Q4 2021.
- Emery Howard Portfolio Management held 981,720 shares of Vanguard Mid-Cap ETF worth $62.5M as of Q4 2021.
- Emery Howard Portfolio Management bought 45,072 Vanguard Mid-Cap ETF shares in Q4 2021, an estimated $2.83M.
- Vanguard Mid-Cap ETF made up 8.08% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #4 holding.
- Emery Howard Portfolio Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 35 quarters since.
- 1,577 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2021.
Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.