Girard Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $459K | Buy |
7,576
+472
| +7% | +$28.7K | 0.04% | 187 |
|
|
2024
Q1 | $444K | Sell |
7,104
-1,444
| -17% | -$85.3K | 0.04% | 196 |
|
|
2023
Q4 | $497K | Buy |
8,548
+4,348
| +104% | +$232K | 0.05% | 186 |
|
|
2023
Q3 | $219K | Sell |
4,200
-2,412
| -36% | -$132K | 0.02% | 227 |
|
|
2023
Q2 | $364K | Sell |
6,612
-112
| -2% | -$5.87K | 0.04% | 195 |
|
|
2023
Q1 | $355K | Sell |
6,724
-18,556
| -73% | -$987K | 0.04% | 199 |
|
|
2022
Q4 | $1.29M | Buy |
25,280
+19,644
| +349% | +$1M | 0.15% | 136 |
|
|
2022
Q3 | $265K | Sell |
5,636
-960
| -15% | -$50.2K | 0.04% | 211 |
|
|
2022
Q2 | $324K | Sell |
6,596
-88
| -1% | -$4.75K | 0.04% | 190 |
|
|
2022
Q1 | $397K | Sell |
6,684
-152
| -2% | -$8.92K | 0.04% | 184 |
|
|
2021
Q4 | $435K | Buy |
6,836
+360
| +6% | +$22.6K | 0.05% | 181 |
|
|
2021
Q3 | $383K | Sell |
6,476
-912
| -12% | -$55.1K | 0.05% | 176 |
|
|
2021
Q2 | $438K | Sell |
7,388
-380
| -5% | -$22K | 0.06% | 171 |
|
|
2021
Q1 | $430K | Hold |
7,768
| – | – | 0.06% | 166 |
|
|
2020
Q4 | $401K | Buy |
7,768
+2,504
| +48% | +$121K | 0.06% | 163 |
|
|
2020
Q3 | $232K | Buy |
5,264
+300
| +6% | +$13.1K | 0.04% | 195 |
|
|
2020
Q2 | $203K | Buy |
+4,964
| New | +$190K | 0.04% | 201 |
|
|
2020
Q1 | – | Sell |
-10,132
| Closed | -$451K | – | 232 |
|
|
2019
Q4 | $451K | Buy |
10,132
+5,292
| +109% | +$227K | 0.07% | 160 |
|
|
2019
Q3 | $202K | Buy |
+4,840
| New | +$202K | 0.04% | 208 |
|
|
2019
Q1 | – | Sell |
-15,928
| Closed | -$550K | – | 244 |
|
|
2018
Q4 | $550K | Sell |
15,928
-29,748
| -65% | -$1.12M | 0.12% | 147 |
|
|
2018
Q3 | $1.87M | Sell |
45,676
-2,516
| -5% | -$103K | 0.33% | 79 |
|
|
2018
Q2 | $1.9M | Buy |
48,192
+1,348
| +3% | +$52.9K | 0.36% | 76 |
|
|
2018
Q1 | $1.81M | Buy |
46,844
+3,372
| +8% | +$133K | 0.42% | 68 |
|
|
2017
Q4 | $1.68M | Buy |
43,472
+5,548
| +15% | +$209K | 0.32% | 85 |
|
|
2017
Q3 | $1.39M | Sell |
37,924
-596
| -2% | -$21.5K | 0.29% | 89 |
|
|
2017
Q2 | $1.37M | Buy |
38,520
+308
| +0.8% | +$10.9K | 0.3% | 88 |
|
|
2017
Q1 | $1.33M | Buy |
38,212
+12,784
| +50% | +$439K | 0.32% | 86 |
|
|
2016
Q4 | $837K | Buy |
25,428
+19,108
| +302% | +$619K | 0.24% | 109 |
|
|
2016
Q3 | $205K | Sell |
6,320
-1,420
| -18% | -$45.6K | 0.07% | 194 |
|
|
2016
Q2 | $239K | Buy |
+7,740
| New | +$237K | 0.09% | 171 |
|
Other funds holding VO
RJA
Girard Partners's VO Position: Q2 2024 in Review
Girard Partners increased its Vanguard Mid-Cap ETF (VO) stake by 6.6% in Q2 2024, buying an estimated $28.7K and bringing the position to 7,576 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #187.
Girard Partners first reported a position in VO in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.9M in Q2 2018. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.
- Girard Partners held 7,576 shares of Vanguard Mid-Cap ETF worth $459K as of Q2 2024.
- Girard Partners bought 472 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $28.7K.
- Vanguard Mid-Cap ETF made up 0.04% of Girard Partners's portfolio in Q2 2024, its #187 holding.
- Girard Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 30 quarters since.
- Girard Partners's Vanguard Mid-Cap ETF position peaked at $1.9M in Q2 2018.
- 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.
Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.