FPAS
Focus Partners Advisor Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.36M | Buy |
19,148
+5,707
| +42% | +$1.6M | 0.07% | 136 |
|
2025
Q1 | $3.48M | Buy |
13,441
+617
| +5% | +$160K | 0.05% | 170 |
|
2024
Q4 | $3.39M | Sell |
12,824
-2,627
| -17% | -$694K | 0.06% | 157 |
|
2024
Q3 | $4.08M | Sell |
15,451
-6,880
| -31% | -$1.82M | 0.09% | 117 |
|
2024
Q2 | $5.41M | Sell |
22,331
-2,330
| -9% | -$564K | 0.14% | 76 |
|
2024
Q1 | $6.16M | Buy |
24,661
+4,595
| +23% | +$1.15M | 0.18% | 68 |
|
2023
Q4 | $4.67M | Sell |
20,066
-2,067
| -9% | -$481K | 0.22% | 52 |
|
2023
Q3 | $4.61M | Buy |
22,133
+2,643
| +14% | +$550K | 0.22% | 51 |
|
2023
Q2 | $4.29M | Buy |
19,490
+17,088
| +711% | +$3.76M | 0.24% | 50 |
|
2023
Q1 | $507K | Sell |
2,402
-10,757
| -82% | -$2.27M | 0.03% | 198 |
|
2022
Q4 | $2.68M | Sell |
13,159
-2,476
| -16% | -$505K | 0.21% | 62 |
|
2022
Q3 | $2.94M | Buy |
15,635
+7,860
| +101% | +$1.48M | 0.17% | 66 |
|
2022
Q2 | $1.54M | Buy |
7,775
+783
| +11% | +$155K | 0.13% | 82 |
|
2022
Q1 | $1.67M | Buy |
+6,992
| New | +$1.67M | 0.17% | 80 |
|