Financial Engines Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
57,808
+31,250
| +118% | +$8.74M | 0.03% | 78 |
|
|
2025
Q1 | $6.87M | Sell |
26,558
-564
| -2% | -$146K | 0.01% | 111 |
|
|
2024
Q4 | $7.16M | Buy |
27,122
+3,944
| +17% | +$1.04M | 0.02% | 113 |
|
|
2024
Q3 | $6.11M | Sell |
23,178
-1,822
| -7% | -$481K | 0.01% | 114 |
|
|
2024
Q2 | $6.08M | Sell |
25,000
-691
| -3% | -$168K | 0.01% | 106 |
|
|
2024
Q1 | $6.42M | Sell |
25,691
-5,460
| -18% | -$1.36M | 0.01% | 97 |
|
|
2023
Q4 | $7.25M | Sell |
31,151
-1,099
| -3% | -$256K | 0.02% | 88 |
|
|
2023
Q3 | $6.72M | Sell |
32,250
-6,002
| -16% | -$1.25M | 0.02% | 78 |
|
|
2023
Q2 | $8.42M | Sell |
38,252
-1,159
| -3% | -$255K | 0.02% | 77 |
|
|
2023
Q1 | $8.31M | Sell |
39,411
-44,035
| -53% | -$9.29M | 0.02% | 81 |
|
|
2022
Q4 | $17M | Sell |
83,446
-57,145
| -41% | -$11.6M | 0.05% | 68 |
|
|
2022
Q3 | $26.4M | Sell |
140,591
-7,525
| -5% | -$1.41M | 0.09% | 58 |
|
|
2022
Q2 | $29.2M | Buy |
148,116
+3,478
| +2% | +$685K | 0.09% | 59 |
|
|
2022
Q1 | $34.4M | Buy |
144,638
+139,556
| +2,746% | +$33.2M | 0.09% | 55 |
|
|
2021
Q4 | $1.3M | Buy |
5,082
+785
| +18% | +$200K | ﹤0.01% | 109 |
|
|
2021
Q3 | $1.02M | Sell |
4,297
-47
| -1% | -$11.1K | ﹤0.01% | 115 |
|
|
2021
Q2 | $1.03M | Buy |
4,344
+65
| +2% | +$15.4K | ﹤0.01% | 99 |
|
|
2021
Q1 | $947K | Sell |
4,279
-9
| -0.2% | -$1.99K | ﹤0.01% | 120 |
|
|
2020
Q4 | $887K | Sell |
4,288
-96
| -2% | -$19.9K | ﹤0.01% | 120 |
|
|
2020
Q3 | $773K | Buy |
4,384
+431
| +11% | +$76K | ﹤0.01% | 124 |
|
|
2020
Q2 | $648K | Sell |
3,953
-351
| -8% | -$57.5K | ﹤0.01% | 121 |
|
|
2020
Q1 | $566K | Buy |
4,304
+2,286
| +113% | +$301K | ﹤0.01% | 111 |
|
|
2019
Q4 | $360K | Buy |
2,018
+30
| +2% | +$5.35K | ﹤0.01% | 117 |
|
|
2019
Q3 | $333K | Sell |
1,988
-109
| -5% | -$18.3K | ﹤0.01% | 111 |
|
|
2019
Q2 | $352K | Sell |
2,097
-307
| -13% | -$51.5K | ﹤0.01% | 93 |
|
|
2019
Q1 | $386K | Hold |
2,404
| – | – | ﹤0.01% | 93 |
|
|
2018
Q4 | $332K | Buy |
+2,404
| New | +$332K | ﹤0.01% | 93 |
|