Financial Synergies Wealth Advisors’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 | $102M | Buy |
366,230
+3,214
| +0.9% | +$899K | 11.16% | 3 |
|
|
2025
Q1 | $93.9M | Buy |
363,016
+13,408
| +4% | +$3.47M | 11.42% | 3 |
|
|
2024
Q4 | $92.3M | Buy |
349,608
+4,611
| +1% | +$1.22M | 11.45% | 3 |
|
|
2024
Q3 | $91M | Buy |
344,997
+9,301
| +3% | +$2.45M | 11.3% | 3 |
|
|
2024
Q2 | $81.3M | Buy |
335,696
+6,187
| +2% | +$1.5M | 10.95% | 3 |
|
|
2024
Q1 | $82.3M | Buy |
329,509
+168,307
| +104% | +$42.1M | 10.8% | 3 |
|
|
2023
Q4 | $32.9M | Sell |
161,202
-150,163
| -48% | -$30.6M | 5.09% | 6 |
|
|
2023
Q3 | $64.8M | Buy |
311,365
+8,207
| +3% | +$1.71M | 9.36% | 3 |
|
|
2023
Q2 | $66.7M | Buy |
303,158
+41,901
| +16% | +$9.22M | 9.36% | 3 |
|
|
2023
Q1 | $55.1M | Buy |
261,257
+100,055
| +62% | +$21.1M | 8.08% | 4 |
|
|
2022
Q4 | $32.9M | Buy |
161,202
+29,002
| +22% | +$5.91M | 5.09% | 6 |
|
|
2022
Q3 | $24.9M | Buy |
132,200
+25,390
| +24% | +$4.77M | 4.27% | 9 |
|
|
2022
Q2 | $21M | Buy |
106,810
+88,174
| +473% | +$17.4M | 3.43% | 10 |
|
|
2022
Q1 | $4.43M | Buy |
18,636
+146
| +0.8% | +$34.7K | 0.7% | 20 |
|
|
2021
Q4 | $4.71M | Sell |
18,490
-92
| -0.5% | -$23.4K | 0.65% | 19 |
|
|
2021
Q3 | $4.4M | Sell |
18,582
-515
| -3% | -$122K | 0.6% | 19 |
|
|
2021
Q2 | $4.53M | Buy |
19,097
+684
| +4% | +$162K | 0.62% | 19 |
|
|
2021
Q1 | $4.08M | Sell |
18,413
-204
| -1% | -$45.2K | 0.59% | 20 |
|
|
2020
Q4 | $3.85M | Sell |
18,617
-25,672
| -58% | -$5.31M | 0.6% | 20 |
|
|
2020
Q3 | $7.81M | Sell |
44,289
-15,821
| -26% | -$2.79M | 2% | 16 |
|
|
2020
Q2 | $9.85M | Sell |
60,110
-820
| -1% | -$134K | 3.34% | 8 |
|
|
2020
Q1 | $8.02M | Buy |
60,930
+1,934
| +3% | +$255K | 4.56% | 5 |
|
|
2019
Q4 | $10.5M | Sell |
58,996
-448
| -0.8% | -$79.8K | 4.72% | 5 |
|
|
2019
Q3 | $9.96M | Buy |
59,444
+516
| +0.9% | +$86.5K | 4.86% | 5 |
|
|
2019
Q2 | $9.85M | Buy |
58,928
+2,656
| +5% | +$444K | 4.94% | 5 |
|
|
2019
Q1 | $9.05M | Buy |
+56,272
| New | +$9.05M | 4.81% | 5 |
|