FFS
Founders Financial Securities’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
103,305
+22,086
| +27% | +$6.18M | 2.2% | 4 |
|
|
2025
Q1 | $20.7M | Buy |
81,219
+981
| +1% | +$250K | 1.75% | 11 |
|
|
2024
Q4 | $21.2M | Buy |
80,238
+81
| +0.1% | +$21.4K | 1.91% | 9 |
|
|
2024
Q3 | $21.1M | Sell |
80,157
-95
| -0.1% | -$25.1K | 1.95% | 10 |
|
|
2024
Q2 | $19.4M | Buy |
80,252
+5,788
| +8% | +$1.4M | 1.84% | 9 |
|
|
2024
Q1 | $18.6M | Sell |
74,464
-7,778
| -9% | -$1.94M | 1.95% | 8 |
|
|
2023
Q4 | $19.1M | Buy |
82,242
+3,276
| +4% | +$762K | 2.12% | 7 |
|
|
2023
Q3 | $16.4M | Buy |
78,966
+5,180
| +7% | +$1.08M | 2.13% | 7 |
|
|
2023
Q2 | $16.2M | Buy |
73,786
+10,755
| +17% | +$2.37M | 2.15% | 6 |
|
|
2023
Q1 | $13.3M | Buy |
63,031
+13,355
| +27% | +$2.82M | 1.92% | 10 |
|
|
2022
Q4 | $10.1M | Buy |
49,676
+7,048
| +17% | +$1.44M | 1.59% | 10 |
|
|
2022
Q3 | $8.01M | Sell |
42,628
-3,499
| -8% | -$658K | 1.42% | 11 |
|
|
2022
Q2 | $9.09M | Sell |
46,127
-18,533
| -29% | -$3.65M | 1.78% | 9 |
|
|
2022
Q1 | $15.4M | Buy |
+64,660
| New | +$15.4M | 2.72% | 8 |
|
|
2020
Q1 | – | Sell |
-59,125
| Closed | -$10.5M | – | 153 |
|
|
2019
Q4 | $10.5M | Sell |
59,125
-94
| -0.2% | -$16.7K | 3.56% | 6 |
|
|
2019
Q3 | $9.93M | Sell |
59,219
-5,243
| -8% | -$879K | 3.17% | 6 |
|
|
2019
Q2 | $10.8M | Sell |
64,462
-10,348
| -14% | -$1.73M | 3.55% | 8 |
|
|
2019
Q1 | $12M | Buy |
74,810
+24,065
| +47% | +$3.87M | 3.81% | 7 |
|
|
2018
Q4 | $7.01M | Sell |
50,745
-40,262
| -44% | -$5.56M | 2.54% | 12 |
|
|
2018
Q3 | $14.9M | Buy |
91,007
+6,537
| +8% | +$1.07M | 4.15% | 7 |
|
|
2018
Q2 | $13.3M | Sell |
84,470
-16,691
| -16% | -$2.63M | 4.1% | 9 |
|
|
2018
Q1 | $15.6M | Sell |
101,161
-4,656
| -4% | -$718K | 5.04% | 4 |
|
|
2017
Q4 | $16.4M | Buy |
105,817
+6,453
| +6% | +$999K | 5.45% | 4 |
|
|
2017
Q3 | $14.6M | Buy |
99,364
+7,172
| +8% | +$1.05M | 5.2% | 4 |
|
|
2017
Q2 | $13.1M | Sell |
92,192
-222
| -0.2% | -$31.6K | 4.99% | 4 |
|
|
2017
Q1 | $12.9M | Buy |
92,414
+2,787
| +3% | +$388K | 4.89% | 4 |
|
|
2016
Q4 | $11.8M | Buy |
89,627
+23,873
| +36% | +$3.14M | 4.9% | 5 |
|
|
2016
Q3 | $8.51M | Buy |
65,754
+9,484
| +17% | +$1.23M | 3.64% | 12 |
|
|
2016
Q2 | $6.96M | Buy |
56,270
+9,832
| +21% | +$1.22M | 3.19% | 10 |
|
|
2016
Q1 | $5.63M | Sell |
46,438
-4,985
| -10% | -$604K | 2.65% | 13 |
|
|
2015
Q4 | $6.18M | Buy |
51,423
+4,904
| +11% | +$589K | 2.87% | 11 |
|
|
2015
Q3 | $5.43M | Sell |
46,519
-1,396
| -3% | -$163K | 2.69% | 13 |
|
|
2015
Q2 | $6.11M | Buy |
47,915
+12,285
| +34% | +$1.57M | 3.04% | 9 |
|
|
2015
Q1 | $4.73M | Buy |
35,630
+17,206
| +93% | +$2.28M | 2.44% | 8 |
|
|
2014
Q4 | $2.28M | Buy |
18,424
+676
| +4% | +$83.5K | 1.36% | 22 |
|
|
2014
Q3 | $2.08M | Sell |
17,748
-7,942
| -31% | -$932K | 1.34% | 26 |
|
|
2014
Q2 | $3.05M | Buy |
25,690
+4,536
| +21% | +$538K | 2.05% | 9 |
|
|
2014
Q1 | $2.4K | Buy |
21,154
+3,370
| +19% | +$383 | 1.61% | 15 |
|
|
2013
Q4 | $1.96M | Buy |
+17,784
| New | +$1.96M | 1.64% | 13 |
|