Fiduciary Alliance’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 | $4.66M | Buy |
16,669
+13,504
| +427% | +$3.78M | 0.35% | 71 |
|
|
2025
Q1 | $819K | Buy |
3,165
+256
| +9% | +$66.2K | 0.08% | 191 |
|
|
2024
Q4 | $768K | Buy |
2,909
+278
| +11% | +$73.4K | 0.08% | 186 |
|
|
2024
Q3 | $694K | Buy |
2,631
+492
| +23% | +$130K | 0.09% | 131 |
|
|
2024
Q2 | $516K | Buy |
2,139
+7
| +0.3% | +$1.69K | 0.08% | 128 |
|
|
2024
Q1 | $529K | Sell |
2,132
-106
| -5% | -$26.3K | 0.09% | 120 |
|
|
2023
Q4 | $521K | Sell |
2,238
-81
| -3% | -$18.8K | 0.1% | 109 |
|
|
2023
Q3 | $483K | Buy |
2,319
+43
| +2% | +$8.95K | 0.11% | 107 |
|
|
2023
Q2 | $501K | Buy |
2,276
+154
| +7% | +$33.9K | 0.11% | 105 |
|
|
2023
Q1 | $448K | Hold |
2,122
| – | – | 0.11% | 99 |
|
|
2022
Q4 | $432K | Buy |
+2,122
| New | +$432K | 0.11% | 92 |
|