Global Retirement Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
+36,679
| New | +$10.3M | 0.25% | 82 |
|
|
2024
Q4 | $9.4M | Sell |
35,577
-39
| -0.1% | -$10.3K | 0.27% | 81 |
|
|
2024
Q3 | $9.4M | Sell |
35,616
-1,696
| -5% | -$447K | 0.28% | 79 |
|
|
2024
Q2 | $9.03M | Buy |
37,312
+9,725
| +35% | +$2.35M | 0.28% | 74 |
|
|
2024
Q1 | $6.89M | Sell |
27,587
-1,381
| -5% | -$345K | 0.26% | 87 |
|
|
2023
Q4 | $6.6M | Sell |
28,968
-3,149
| -10% | -$717K | 0.28% | 77 |
|
|
2023
Q3 | $6.57M | Sell |
32,117
-953
| -3% | -$195K | 0.33% | 69 |
|
|
2023
Q2 | $7.28M | Sell |
33,070
-188
| -0.6% | -$41.4K | 0.36% | 59 |
|
|
2023
Q1 | $6.82M | Buy |
33,258
+6,580
| +25% | +$1.35M | 0.36% | 55 |
|
|
2022
Q4 | $5.44M | Buy |
26,678
+4,097
| +18% | +$835K | 0.37% | 53 |
|
|
2022
Q3 | $4.61M | Sell |
22,581
-5,227
| -19% | -$1.07M | 0.35% | 59 |
|
|
2022
Q2 | $5.48M | Sell |
27,808
-2,028
| -7% | -$399K | 0.44% | 41 |
|
|
2022
Q1 | $6.19M | Buy |
+29,836
| New | +$6.19M | 0.49% | 37 |
|
|
2021
Q4 | – | Sell |
-18,705
| Closed | -$4.43M | – | 1760 |
|
|
2021
Q3 | $4.43M | Buy |
18,705
+1,556
| +9% | +$368K | 0.44% | 45 |
|
|
2021
Q2 | $4.07M | Buy |
17,149
+904
| +6% | +$215K | 0.42% | 47 |
|
|
2021
Q1 | $3.6M | Buy |
16,245
+1,551
| +11% | +$343K | 0.42% | 46 |
|
|
2020
Q4 | $3.04M | Buy |
14,694
+257
| +2% | +$53.1K | 0.38% | 56 |
|
|
2020
Q3 | $2.55M | Buy |
14,437
+2,271
| +19% | +$400K | 0.37% | 60 |
|
|
2020
Q2 | $1.99M | Buy |
12,166
+4,379
| +56% | +$718K | 0.32% | 59 |
|
|
2020
Q1 | $1.03M | Sell |
7,787
-293
| -4% | -$38.6K | 0.19% | 114 |
|
|
2019
Q4 | $1.44M | Sell |
8,080
-4,603
| -36% | -$820K | 0.22% | 97 |
|
|
2019
Q3 | $2.13M | Sell |
12,683
-1,405
| -10% | -$236K | 0.35% | 63 |
|
|
2019
Q2 | $2.36M | Buy |
14,088
+3,330
| +31% | +$557K | 0.45% | 43 |
|
|
2019
Q1 | $1.73M | Sell |
10,758
-428
| -4% | -$68.8K | 0.42% | 47 |
|
|
2018
Q4 | $1.55M | Sell |
11,186
-741
| -6% | -$102K | 0.4% | 56 |
|
|
2018
Q3 | $1.96M | Buy |
11,927
+10
| +0.1% | +$1.64K | 0.44% | 46 |
|
|
2018
Q2 | $1.88M | Buy |
11,917
+2,385
| +25% | +$376K | 0.48% | 44 |
|
|
2018
Q1 | $1.47M | Buy |
9,532
+1,583
| +20% | +$244K | 0.41% | 44 |
|
|
2017
Q4 | $1.23M | Buy |
7,949
+4,101
| +107% | +$635K | 0.34% | 49 |
|
|
2017
Q3 | $566K | Buy |
3,848
+2,578
| +203% | +$379K | 0.23% | 104 |
|
|
2017
Q2 | $181K | Buy |
1,270
+386
| +44% | +$55K | 0.09% | 216 |
|
|
2017
Q1 | $123K | Sell |
884
-7,499
| -89% | -$1.04M | 0.07% | 248 |
|
|
2016
Q4 | $1.1M | Buy |
+8,383
| New | +$1.1M | 0.74% | 20 |
|