Financial Advocates Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Financial Advocates Investment Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Buy	9,336 +1,248	+15%	+$349K	0.21%	105
2025 Q1	$2.09M	Sell	8,088 -976	-11%	-$252K	0.15%	156
2024 Q4	$2.39M	Sell	9,064 -1,558	-15%	-$412K	0.14%	161
2024 Q3	$2.74M	Buy	10,622 +638	+6%	+$164K	0.15%	140
2024 Q2	$2.42M	Sell	9,984 -258	-3%	-$62.5K	0.15%	155
2024 Q1	$2.56M	Sell	10,242 -748	-7%	-$187K	0.15%	155
2023 Q4	$2.56M	Buy	10,990 +1,993	+22%	+$464K	0.17%	136
2023 Q3	$1.81M	Buy	8,997 +434	+5%	+$87.4K	0.13%	175
2023 Q2	$1.89M	Sell	8,563 -2,126	-20%	-$468K	0.13%	172
2023 Q1	$2.25M	Sell	10,689 -3,625	-25%	-$765K	0.16%	144
2022 Q4	$2.92M	Buy	14,314 +240	+2%	+$48.9K	0.22%	119
2022 Q3	$2.65M	Buy	14,074 +63	+0.4%	+$11.8K	0.22%	120
2022 Q2	$2.76M	Sell	14,011 -1,248	-8%	-$246K	0.22%	119
2022 Q1	$3.63M	Buy	15,259 +1,379	+10%	+$328K	0.24%	105
2021 Q4	$3.54M	Sell	13,880 -126	-0.9%	-$32.1K	0.22%	106
2021 Q3	$3.32M	Buy	14,006 +81	+0.6%	+$19.2K	0.22%	114
2021 Q2	$3.31M	Sell	13,925 -5,768	-29%	-$1.37M	0.22%	110
2021 Q1	$4.36M	Sell	19,693 -2,093	-10%	-$463K	0.31%	64
2020 Q4	$4.5M	Sell	21,786 -62	-0.3%	-$12.8K	0.31%	73
2020 Q3	$3.85M	Sell	21,848 -4,955	-18%	-$873K	0.33%	66
2020 Q2	$4.15M	Buy	26,803 +1,111	+4%	+$172K	0.39%	53
2020 Q1	$3.38M	Buy	25,692 +281	+1%	+$37K	0.48%	48
2019 Q4	$4.53M	Buy	25,411 +3,302	+15%	+$588K	0.48%	46
2019 Q3	$3.71M	Sell	22,109 -9,934	-31%	-$1.67M	0.42%	59
2019 Q2	$5.36M	Sell	32,043 -674	-2%	-$113K	0.62%	34
2019 Q1	$5.26M	Sell	32,717 -130	-0.4%	-$20.9K	0.65%	33
2018 Q4	$4.54M	Sell	32,847 -445	-1%	-$61.5K	0.62%	41
2018 Q3	$5.47M	Sell	33,292 -93	-0.3%	-$15.3K	0.61%	39
2018 Q2	$5.27M	Sell	33,385 -786	-2%	-$124K	0.64%	36
2018 Q1	$5.27M	Buy	34,171 +3,236	+10%	+$499K	0.69%	33
2017 Q4	$4.79M	Buy	+30,935	New	+$4.79M	0.65%	33