GA
Geller Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.8M | Hold |
52,086
| – | – | 0.9% | 13 |
|
|
2024
Q3 | $13.7M | Buy |
52,086
+921
| +2% | +$243K | 0.95% | 12 |
|
|
2024
Q2 | $12.4M | Buy |
51,165
+29
| +0.1% | +$7.05K | 0.92% | 12 |
|
|
2024
Q1 | $12.8M | Hold |
51,136
| – | – | 1.04% | 11 |
|
|
2023
Q4 | $11.9M | Hold |
51,136
| – | – | 1.16% | 9 |
|
|
2023
Q3 | $10.6M | Hold |
51,136
| – | – | 1.24% | 8 |
|
|
2023
Q2 | $11.3M | Hold |
51,136
| – | – | 1.4% | 7 |
|
|
2023
Q1 | $10.8M | Hold |
51,136
| – | – | 1.59% | 8 |
|
|
2022
Q4 | $10.4M | Hold |
51,136
| – | – | 1.76% | 6 |
|
|
2022
Q3 | $9.61M | Buy |
51,136
+234
| +0.5% | +$44K | 2.09% | 7 |
|
|
2022
Q2 | $10M | Hold |
50,902
| – | – | 2.09% | 7 |
|
|
2022
Q1 | $12.1M | Hold |
50,902
| – | – | 2.25% | 6 |
|
|
2021
Q4 | $13M | Buy |
50,902
+18,781
| +58% | +$4.78M | 2.53% | 5 |
|
|
2021
Q3 | $7.61M | Buy |
32,121
+3,670
| +13% | +$869K | 1.66% | 6 |
|
|
2021
Q2 | $6.75M | Buy |
+28,451
| New | +$6.75M | 1.46% | 5 |
|
|
2015
Q1 | – | Sell |
-2,052
| Closed | -$254K | – | 45 |
|
|
2014
Q4 | $254K | Buy |
+2,052
| New | +$254K | 0.15% | 31 |
|