FIA
Foundations Investment 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 | $1.38M | Buy |
4,923
+1,523
| +45% | +$426K | 0.02% | 364 |
|
|
2025
Q1 | $879K | Sell |
3,400
-93
| -3% | -$24.1K | 0.02% | 436 |
|
|
2024
Q4 | $923K | Buy |
3,493
+754
| +28% | +$199K | 0.02% | 419 |
|
|
2024
Q3 | $723K | Buy |
2,739
+246
| +10% | +$64.9K | 0.02% | 428 |
|
|
2024
Q2 | $604K | Sell |
2,493
-2,220
| -47% | -$537K | 0.01% | 451 |
|
|
2024
Q1 | $1.18M | Sell |
4,713
-2,539
| -35% | -$634K | 0.03% | 296 |
|
|
2023
Q4 | $1.68M | Buy |
7,252
+3,892
| +116% | +$903K | 0.05% | 247 |
|
|
2023
Q3 | $700K | Sell |
3,360
-4,807
| -59% | -$1M | 0.02% | 332 |
|
|
2023
Q2 | $1.8M | Buy |
8,167
+5,749
| +238% | +$1.27M | 0.06% | 204 |
|
|
2023
Q1 | $510K | Buy |
2,418
+1,317
| +120% | +$278K | 0.02% | 319 |
|
|
2022
Q4 | $224K | Buy |
+1,101
| New | +$224K | 0.01% | 393 |
|
|
2022
Q1 | – | Sell |
-13,782
| Closed | -$3.42M | – | 371 |
|
|
2021
Q4 | $3.42M | Buy |
13,782
+5,613
| +69% | +$1.39M | 0.13% | 64 |
|
|
2021
Q3 | $1.95M | Buy |
8,169
+7,113
| +674% | +$1.7M | 0.09% | 83 |
|
|
2021
Q2 | $253K | Buy |
1,056
+119
| +13% | +$28.5K | 0.01% | 253 |
|
|
2021
Q1 | $212K | Buy |
+937
| New | +$212K | 0.01% | 208 |
|
|
2018
Q4 | – | Sell |
-95,498
| Closed | -$15.7M | – | 131 |
|
|
2018
Q3 | $15.7M | Buy |
95,498
+9,356
| +11% | +$1.54M | 3.82% | 11 |
|
|
2018
Q2 | $13.6M | Buy |
+86,142
| New | +$13.6M | 3.62% | 12 |
|