Financial Synergies Wealth 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 | $111M | Buy |
1,548,904
+17,464
| +1% | +$1.3M | 10.61% | 3 |
|
|
2025
Q4 | $111M | Buy |
1,531,440
+42,588
| +3% | +$3.1M | 10.73% | 3 |
|
|
2025
Q3 | $109M | Buy |
1,488,852
+23,932
| +2% | +$1.72M | 11.07% | 3 |
|
|
2025
Q2 | $102M | Buy |
1,464,920
+12,856
| +0.9% | +$844K | 11.16% | 3 |
|
|
2025
Q1 | $93.9M | Buy |
1,452,064
+53,632
| +4% | +$3.6M | 11.42% | 3 |
|
|
2024
Q4 | $92.3M | Buy |
1,398,432
+18,444
| +1% | +$1.25M | 11.45% | 3 |
|
|
2024
Q3 | $91M | Buy |
1,379,988
+37,204
| +3% | +$2.34M | 11.3% | 3 |
|
|
2024
Q2 | $81.3M | Buy |
1,342,784
+24,748
| +2% | +$1.5M | 10.95% | 3 |
|
|
2024
Q1 | $82.3M | Buy |
1,318,036
+673,228
| +104% | +$39.8M | 10.8% | 3 |
|
|
2023
Q4 | $32.9M | Sell |
644,808
-600,652
| -48% | -$32.1M | 5.09% | 6 |
|
|
2023
Q3 | $64.8M | Buy |
1,245,460
+32,828
| +3% | +$1.8M | 9.36% | 3 |
|
|
2023
Q2 | $66.7M | Buy |
1,212,632
+167,604
| +16% | +$8.79M | 9.36% | 3 |
|
|
2023
Q1 | $55.1M | Buy |
1,045,028
+400,220
| +62% | +$21.3M | 8.08% | 4 |
|
|
2022
Q4 | $32.9M | Buy |
644,808
+116,008
| +22% | +$5.91M | 5.09% | 6 |
|
|
2022
Q3 | $24.9M | Buy |
528,800
+101,560
| +24% | +$5.31M | 4.27% | 9 |
|
|
2022
Q2 | $21M | Buy |
427,240
+352,696
| +473% | +$19.1M | 3.43% | 10 |
|
|
2022
Q1 | $4.43M | Buy |
74,544
+584
| +0.8% | +$34.3K | 0.7% | 20 |
|
|
2021
Q4 | $4.71M | Sell |
73,960
-368
| -0.5% | -$23.1K | 0.65% | 19 |
|
|
2021
Q3 | $4.4M | Sell |
74,328
-2,060
| -3% | -$124K | 0.6% | 19 |
|
|
2021
Q2 | $4.53M | Buy |
76,388
+2,736
| +4% | +$159K | 0.62% | 19 |
|
|
2021
Q1 | $4.08M | Sell |
73,652
-816
| -1% | -$44.3K | 0.59% | 20 |
|
|
2020
Q4 | $3.85M | Sell |
74,468
-102,688
| -58% | -$4.97M | 0.6% | 20 |
|
|
2020
Q3 | $7.81M | Sell |
177,156
-63,284
| -26% | -$2.76M | 2% | 16 |
|
|
2020
Q2 | $9.85M | Sell |
240,440
-3,280
| -1% | -$126K | 3.34% | 8 |
|
|
2020
Q1 | $8.02M | Buy |
243,720
+7,736
| +3% | +$320K | 4.56% | 5 |
|
|
2019
Q4 | $10.5M | Sell |
235,984
-1,792
| -0.8% | -$76.9K | 4.72% | 5 |
|
|
2019
Q3 | $9.96M | Buy |
237,776
+2,064
| +0.9% | +$86.2K | 4.86% | 5 |
|
|
2019
Q2 | $9.85M | Buy |
235,712
+10,624
| +5% | +$435K | 4.94% | 5 |
|
|
2019
Q1 | $9.05M | Buy |
+225,088
| New | +$8.66M | 4.81% | 5 |
|
Other funds holding VO
