Fiducient 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 | $15.9M | Buy |
221,144
+6,804
| +3% | +$506K | 2.08% | 15 |
|
|
2025
Q4 | $15.6M | Buy |
214,340
+1,756
| +0.8% | +$128K | 1.93% | 17 |
|
|
2025
Q3 | $15.7M | Buy |
212,584
+4,152
| +2% | +$298K | 1.83% | 18 |
|
|
2025
Q2 | $14.6M | Buy |
208,432
+71,180
| +52% | +$4.67M | 1.79% | 18 |
|
|
2025
Q1 | $8.87M | Sell |
137,252
-225,172
| -62% | -$15.1M | 1.11% | 21 |
|
|
2024
Q4 | $23.9M | Sell |
362,424
-34,604
| -9% | -$2.35M | 2.96% | 9 |
|
|
2024
Q3 | $26.2M | Sell |
397,028
-48,664
| -11% | -$3.06M | 3.02% | 9 |
|
|
2024
Q2 | $27.1M | Buy |
445,692
+51,112
| +13% | +$3.11M | 3.74% | 8 |
|
|
2024
Q1 | $24.6M | Buy |
394,580
+31,488
| +9% | +$1.86M | 4.88% | 7 |
|
|
2023
Q4 | $21.1M | Sell |
363,092
-1,920
| -0.5% | -$103K | 3.96% | 10 |
|
|
2023
Q3 | $19M | Sell |
365,012
-2,712
| -0.7% | -$149K | 1.07% | 13 |
|
|
2023
Q2 | $20.2M | Buy |
367,724
+7,412
| +2% | +$389K | 6.19% | 6 |
|
|
2023
Q1 | $19M | Buy |
360,312
+154,380
| +75% | +$8.21M | 6.16% | 6 |
|
|
2022
Q4 | $10.5M | Sell |
205,932
-15,848
| -7% | -$807K | 3.09% | 8 |
|
|
2022
Q3 | $10.4M | Sell |
221,780
-8,072
| -4% | -$422K | 4.95% | 7 |
|
|
2022
Q2 | $11.3M | Buy |
229,852
+10,200
| +5% | +$551K | 4.25% | 8 |
|
|
2022
Q1 | $13.1M | Sell |
219,652
-2,588
| -1% | -$152K | 4.93% | 7 |
|
|
2021
Q4 | $14.2M | Sell |
222,240
-8,884
| -4% | -$557K | 4.29% | 8 |
|
|
2021
Q3 | $13.7M | Sell |
231,124
-6,420
| -3% | -$388K | 4.14% | 8 |
|
|
2021
Q2 | $14.1M | Sell |
237,544
-2,924
| -1% | -$169K | 4.37% | 7 |
|
|
2021
Q1 | $13.3M | Buy |
240,468
+228,904
| +1,979% | +$12.4M | 4.31% | 7 |
|
|
2020
Q4 | $598K | Sell |
11,564
-1,684
| -13% | -$81.5K | 0.22% | 36 |
|
|
2020
Q3 | $584K | Buy |
13,248
+88
| +0.7% | +$3.83K | 0.33% | 12 |
|
|
2020
Q2 | $539K | Sell |
13,160
-32,868
| -71% | -$1.26M | 0.33% | 12 |
|
|
2020
Q1 | $1.51M | Sell |
46,028
-168,700
| -79% | -$6.99M | 0.89% | 10 |
|
|
2019
Q4 | $9.56M | Sell |
214,728
-5,076
| -2% | -$218K | 5.22% | 7 |
|
|
2019
Q3 | $9.21M | Sell |
219,804
-4,528
| -2% | -$189K | 5.24% | 7 |
|
|
2019
Q2 | $9.38M | Sell |
224,332
-36,664
| -14% | -$1.5M | 5.61% | 7 |
|
|
2019
Q1 | $10.5M | Buy |
260,996
+13,628
| +6% | +$524K | 5.18% | 8 |
|
|
2018
Q4 | $8.54M | Sell |
247,368
-736
| -0.3% | -$27.6K | 4.9% | 8 |
|
|
2018
Q3 | $10.2M | Buy |
248,104
+6,928
| +3% | +$283K | 5.08% | 8 |
|
|
2018
Q2 | $9.51M | Sell |
241,176
-7,076
| -3% | -$278K | 4.82% | 8 |
|
|
2018
Q1 | $9.57M | Buy |
248,252
+38,808
| +19% | +$1.53M | 4.9% | 8 |
|
|
2017
Q4 | $8.1M | Buy |
+209,444
| New | +$7.91M | 5.16% | 6 |
|