Fiducient 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 | $14.6M | Buy |
52,108
+17,795
| +52% | +$5M | 1.79% | 18 |
|
|
2025
Q1 | $8.87M | Sell |
34,313
-56,293
| -62% | -$14.6M | 1.11% | 21 |
|
|
2024
Q4 | $23.9M | Sell |
90,606
-8,651
| -9% | -$2.28M | 2.96% | 9 |
|
|
2024
Q3 | $26.2M | Sell |
99,257
-12,166
| -11% | -$3.21M | 3.02% | 9 |
|
|
2024
Q2 | $27.1M | Buy |
111,423
+12,778
| +13% | +$3.11M | 3.74% | 8 |
|
|
2024
Q1 | $24.6M | Buy |
98,645
+7,872
| +9% | +$1.97M | 4.88% | 7 |
|
|
2023
Q4 | $21.1M | Sell |
90,773
-480
| -0.5% | -$112K | 3.96% | 10 |
|
|
2023
Q3 | $19M | Sell |
91,253
-678
| -0.7% | -$141K | 1.07% | 13 |
|
|
2023
Q2 | $20.2M | Buy |
91,931
+1,853
| +2% | +$408K | 6.19% | 6 |
|
|
2023
Q1 | $19M | Buy |
90,078
+38,595
| +75% | +$8.14M | 6.16% | 6 |
|
|
2022
Q4 | $10.5M | Sell |
51,483
-3,962
| -7% | -$807K | 3.09% | 8 |
|
|
2022
Q3 | $10.4M | Sell |
55,445
-2,018
| -4% | -$379K | 4.95% | 7 |
|
|
2022
Q2 | $11.3M | Buy |
57,463
+2,550
| +5% | +$502K | 4.25% | 8 |
|
|
2022
Q1 | $13.1M | Sell |
54,913
-647
| -1% | -$154K | 4.93% | 7 |
|
|
2021
Q4 | $14.2M | Sell |
55,560
-2,221
| -4% | -$566K | 4.29% | 8 |
|
|
2021
Q3 | $13.7M | Sell |
57,781
-1,605
| -3% | -$380K | 4.14% | 8 |
|
|
2021
Q2 | $14.1M | Sell |
59,386
-731
| -1% | -$174K | 4.37% | 7 |
|
|
2021
Q1 | $13.3M | Buy |
60,117
+57,226
| +1,979% | +$12.7M | 4.31% | 7 |
|
|
2020
Q4 | $598K | Sell |
2,891
-421
| -13% | -$87.1K | 0.22% | 36 |
|
|
2020
Q3 | $584K | Buy |
3,312
+22
| +0.7% | +$3.88K | 0.33% | 12 |
|
|
2020
Q2 | $539K | Sell |
3,290
-8,217
| -71% | -$1.35M | 0.33% | 12 |
|
|
2020
Q1 | $1.52M | Sell |
11,507
-42,175
| -79% | -$5.55M | 0.89% | 10 |
|
|
2019
Q4 | $9.57M | Sell |
53,682
-1,269
| -2% | -$226K | 5.22% | 7 |
|
|
2019
Q3 | $9.21M | Sell |
54,951
-1,132
| -2% | -$190K | 5.24% | 7 |
|
|
2019
Q2 | $9.38M | Sell |
56,083
-9,166
| -14% | -$1.53M | 5.61% | 7 |
|
|
2019
Q1 | $10.5M | Buy |
65,249
+3,407
| +6% | +$548K | 5.18% | 8 |
|
|
2018
Q4 | $8.55M | Sell |
61,842
-184
| -0.3% | -$25.4K | 4.9% | 8 |
|
|
2018
Q3 | $10.2M | Buy |
62,026
+1,732
| +3% | +$284K | 5.08% | 8 |
|
|
2018
Q2 | $9.51M | Sell |
60,294
-1,769
| -3% | -$279K | 4.82% | 8 |
|
|
2018
Q1 | $9.57M | Buy |
62,063
+9,702
| +19% | +$1.5M | 4.9% | 8 |
|
|
2017
Q4 | $8.1M | Buy |
+52,361
| New | +$8.1M | 5.16% | 6 |
|