Gradient Investments’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
Q3 | – | Sell |
-2,392
| Closed | -$145K | – | 1264 |
|
|
2024
Q2 | $145K | Sell |
2,392
-304
| -11% | -$18.5K | ﹤0.01% | 353 |
|
|
2024
Q1 | $168K | Buy |
2,696
+12
| +0.4% | +$709 | ﹤0.01% | 309 |
|
|
2023
Q4 | $156K | Buy |
2,684
+1,268
| +90% | +$67.7K | ﹤0.01% | 367 |
|
|
2023
Q3 | $73.7K | Buy |
1,416
+260
| +22% | +$14.3K | ﹤0.01% | 435 |
|
|
2023
Q2 | $63.6K | Buy |
1,156
+248
| +27% | +$13K | ﹤0.01% | 464 |
|
|
2023
Q1 | $47.9K | Hold |
908
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $46.3K | Sell |
908
-564
| -38% | -$28.7K | ﹤0.01% | 519 |
|
|
2022
Q3 | $69K | Buy |
1,472
+404
| +38% | +$21.1K | ﹤0.01% | 430 |
|
|
2022
Q2 | $53K | Sell |
1,068
-316
| -23% | -$17.1K | ﹤0.01% | 462 |
|
|
2022
Q1 | $82K | Buy |
1,384
+236
| +21% | +$13.8K | ﹤0.01% | 400 |
|
|
2021
Q4 | $73K | Buy |
1,148
+512
| +81% | +$32.1K | ﹤0.01% | 413 |
|
|
2021
Q3 | $38K | Hold |
636
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $38K | Sell |
636
-616
| -49% | -$35.7K | ﹤0.01% | 515 |
|
|
2021
Q1 | $69K | Buy |
1,252
+928
| +286% | +$50.4K | ﹤0.01% | 420 |
|
|
2020
Q4 | $14K | Hold |
324
| – | – | ﹤0.01% | 644 |
|
|
2020
Q3 | $14K | Buy |
324
+132
| +69% | +$5.75K | ﹤0.01% | 648 |
|
|
2020
Q2 | $8K | Hold |
192
| – | – | ﹤0.01% | 686 |
|
|
2020
Q1 | $6K | Hold |
192
| – | – | ﹤0.01% | 756 |
|
|
2019
Q4 | $9K | Hold |
192
| – | – | ﹤0.01% | 735 |
|
|
2019
Q3 | $8K | Sell |
192
-120
| -38% | -$5.01K | ﹤0.01% | 720 |
|
|
2019
Q2 | $13K | Buy |
312
+60
| +24% | +$2.46K | ﹤0.01% | 598 |
|
|
2019
Q1 | $10K | Hold |
252
| – | – | ﹤0.01% | 559 |
|
|
2018
Q4 | $9K | Hold |
252
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $10K | Sell |
252
-44
| -15% | -$1.79K | ﹤0.01% | 636 |
|
|
2018
Q2 | $12K | Sell |
296
-44
| -13% | -$1.73K | ﹤0.01% | 584 |
|
|
2018
Q1 | $13K | Buy |
+340
| New | +$13.4K | ﹤0.01% | 580 |
|
|
2017
Q3 | – | Sell |
-252
| Closed | -$9K | – | 699 |
|
|
2017
Q2 | $9K | Sell |
252
-536
| -68% | -$18.9K | ﹤0.01% | 505 |
|
|
2017
Q1 | $27K | Buy |
788
+364
| +86% | +$12.5K | ﹤0.01% | 375 |
|
|
2016
Q4 | $14K | Sell |
424
-192
| -31% | -$6.21K | ﹤0.01% | 409 |
|
|
2016
Q3 | $20K | Sell |
616
-684
| -53% | -$21.9K | ﹤0.01% | 354 |
|
|
2016
Q2 | $40K | Buy |
+1,300
| New | +$39.7K | ﹤0.01% | 279 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$2K | – | 792 |
|
|
2015
Q4 | $2K | Buy |
+60
| New | +$1.83K | ﹤0.01% | 598 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$14K | – | 570 |
|
|
2014
Q1 | $14K | Buy |
+500
| New | +$13.9K | ﹤0.01% | 317 |
|
Other funds holding VO
RJA
Gradient Investments's VO Position: Q3 2024 in Review
Gradient Investments sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 2,392 shares — an estimated $145K sold.
Gradient Investments first reported a position in VO in Q1 2014 and held it in 33 quarters. The position peaked at $168K in Q1 2024. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.
- Gradient Investments reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 2,392 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $145K.
- Gradient Investments first reported a position in Vanguard Mid-Cap ETF in Q1 2014 and held it in 33 quarters.
- Gradient Investments's Vanguard Mid-Cap ETF position peaked at $168K in Q1 2024.
- 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.