EP Wealth Advisors’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 | $13M | Buy |
180,844
+28,192
| +18% | +$2.09M | 0.06% | 186 |
|
|
2025
Q4 | $11.1M | Buy |
+152,652
| New | +$11.1M | 0.06% | 190 |
|
|
2025
Q2 | $17.4M | Buy |
248,336
+43,968
| +22% | +$2.89M | 0.11% | 138 |
|
|
2025
Q1 | $13.2M | Buy |
204,368
+87,480
| +75% | +$5.87M | 0.11% | 134 |
|
|
2024
Q4 | $7.72M | Buy |
116,888
+1,728
| +2% | +$117K | 0.06% | 172 |
|
|
2024
Q3 | $7.6M | Buy |
115,160
+10,704
| +10% | +$672K | 0.07% | 175 |
|
|
2024
Q2 | $6.32M | Sell |
104,456
-21,772
| -17% | -$1.32M | 0.07% | 158 |
|
|
2024
Q1 | $7.88M | Buy |
126,228
+44,572
| +55% | +$2.63M | 0.09% | 127 |
|
|
2023
Q4 | $4.75M | Sell |
81,656
-516
| -0.6% | -$27.6K | 0.06% | 167 |
|
|
2023
Q3 | $4.28M | Sell |
82,172
-301,456
| -79% | -$16.5M | 0.07% | 165 |
|
|
2023
Q2 | $4.51M | Buy |
383,628
+243,920
| +175% | +$12.8M | 0.06% | 161 |
|
|
2023
Q1 | $2.9M | Buy |
139,708
+80,144
| +135% | +$4.26M | 0.05% | 197 |
|
|
2022
Q4 | $3.03M | Sell |
59,564
-904
| -1% | -$46K | 0.05% | 176 |
|
|
2022
Q3 | $2.84M | Buy |
60,468
+20,740
| +52% | +$1.08M | 0.06% | 162 |
|
|
2022
Q2 | $1.96M | Sell |
39,728
-3,720
| -9% | -$201K | 0.04% | 200 |
|
|
2022
Q1 | $2.58M | Buy |
43,448
+572
| +1% | +$33.6K | 0.06% | 175 |
|
|
2021
Q4 | $2.73M | Buy |
42,876
+7,956
| +23% | +$499K | 0.06% | 156 |
|
|
2021
Q3 | $2.07M | Buy |
34,920
+628
| +2% | +$37.9K | 0.06% | 162 |
|
|
2021
Q2 | $2.04M | Buy |
34,292
+18,576
| +118% | +$1.08M | 0.06% | 175 |
|
|
2021
Q1 | $870K | Buy |
15,716
+6,828
| +77% | +$371K | 0.03% | 245 |
|
|
2020
Q4 | $459K | Buy |
8,888
+820
| +10% | +$39.7K | 0.02% | 280 |
|
|
2020
Q3 | $356K | Sell |
8,068
-1,900
| -19% | -$82.8K | 0.02% | 270 |
|
|
2020
Q2 | $408K | Sell |
9,968
-7,800
| -44% | -$299K | 0.02% | 270 |
|
|
2020
Q1 | $585K | Buy |
17,768
+3,500
| +25% | +$145K | 0.03% | 234 |
|
|
2019
Q4 | $636K | Sell |
14,268
-724
| -5% | -$31.1K | 0.03% | 244 |
|
|
2019
Q3 | $628K | Buy |
14,992
+764
| +5% | +$31.9K | 0.03% | 208 |
|
|
2019
Q2 | $595K | Buy |
+14,228
| New | +$582K | 0.04% | 182 |
|
|
2019
Q1 | – | Sell |
-10,156
| Closed | -$351K | – | 277 |
|
|
2018
Q4 | $351K | Buy |
10,156
+2,148
| +27% | +$80.6K | 0.03% | 196 |
|
|
2018
Q3 | $329K | Hold |
8,008
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $316K | Hold |
8,008
| – | – | 0.03% | 148 |
|
|
2018
Q1 | $309K | Sell |
8,008
-1,388
| -15% | -$54.7K | 0.03% | 158 |
|
|
2017
Q4 | $364K | Sell |
9,396
-540
| -5% | -$20.4K | 0.04% | 127 |
|
|
2017
Q3 | $365K | Buy |
9,936
+2,360
| +31% | +$85.1K | 0.04% | 118 |
|
|
2017
Q2 | $270K | Hold |
7,576
| – | – | 0.03% | 144 |
|
|
2017
Q1 | $264K | Sell |
7,576
-1,500
| -17% | -$51.5K | 0.04% | 130 |
|
|
2016
Q4 | $299K | Buy |
9,076
+1,500
| +20% | +$48.6K | 0.04% | 111 |
|
|
2016
Q3 | $245K | Hold |
7,576
| – | – | 0.04% | 119 |
|
|
2016
Q2 | $234K | Hold |
7,576
| – | – | 0.04% | 114 |
|
|
2016
Q1 | $230K | Sell |
7,576
-5,668
| -43% | -$160K | 0.04% | 120 |
|
|
2015
Q4 | $398K | Buy |
+13,244
| New | +$404K | 0.07% | 103 |
|
Other funds holding VO
