Financial Advisory Partners’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 | $3.58M | Buy |
12,786
+263
| +2% | +$73.6K | 1.13% | 30 |
|
|
2025
Q1 | $3.24M | Sell |
12,523
-2,041
| -14% | -$528K | 1.08% | 37 |
|
|
2024
Q4 | $3.85M | Buy |
14,564
+360
| +3% | +$95.1K | 1.28% | 29 |
|
|
2024
Q3 | $3.75M | Buy |
14,204
+357
| +3% | +$94.2K | 1.24% | 33 |
|
|
2024
Q2 | $3.35M | Buy |
13,847
+934
| +7% | +$226K | 1.25% | 34 |
|
|
2024
Q1 | $3.23M | Sell |
12,913
-2,151
| -14% | -$537K | 1.25% | 39 |
|
|
2023
Q4 | $3.5M | Buy |
15,064
+924
| +7% | +$215K | 1.27% | 42 |
|
|
2023
Q3 | $2.94M | Buy |
14,140
+214
| +2% | +$44.6K | 1.19% | 43 |
|
|
2023
Q2 | $3.07M | Sell |
13,926
-94
| -0.7% | -$20.7K | 1.18% | 45 |
|
|
2023
Q1 | $2.96M | Sell |
14,020
-128
| -0.9% | -$27K | 1.17% | 43 |
|
|
2022
Q4 | $2.88M | Sell |
14,148
-315
| -2% | -$64.2K | 1.19% | 43 |
|
|
2022
Q3 | $2.72M | Buy |
14,463
+6
| +0% | +$1.13K | 1.18% | 45 |
|
|
2022
Q2 | $2.85M | Buy |
14,457
+317
| +2% | +$62.4K | 1.18% | 45 |
|
|
2022
Q1 | $3.36M | Buy |
14,140
+1,870
| +15% | +$445K | 1.24% | 42 |
|
|
2021
Q4 | $3.13M | Buy |
+12,270
| New | +$3.13M | 1.14% | 46 |
|