Great Valley Advisor Group’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
2026 Q1	$18.3M	Buy	255,396 +2,160	+0.9%	+$160K	0.33%	75
2025 Q4	$18.4M	Buy	253,236 +16,408	+7%	+$1.19M	0.35%	70
2025 Q3	$17.4M	Sell	236,828 -5,752	-2%	-$413K	0.35%	75
2025 Q2	$17M	Sell	242,580 -140,108	-37%	-$9.2M	0.38%	70
2025 Q1	$24.7M	Buy	382,688 +105,900	+38%	+$7.11M	0.53%	48
2024 Q4	$18.3M	Buy	276,788 +27,420	+11%	+$1.86M	0.41%	62
2024 Q3	$16.4M	Buy	249,368 +23,528	+10%	+$1.48M	0.4%	66
2024 Q2	$13.7M	Buy	225,840 +1,184	+0.5%	+$72K	0.38%	72
2024 Q1	$14M	Buy	224,656 +14,844	+7%	+$877K	0.43%	63
2023 Q4	$12.2M	Sell	209,812 -13,824	-6%	-$739K	0.43%	62
2023 Q3	$11.6M	Sell	223,636 -7,724	-3%	-$424K	0.48%	57
2023 Q2	$12.7M	Sell	231,360 -352	-0.2%	-$18.5K	0.53%	51
2023 Q1	$12.2M	Sell	231,712 -18,556	-7%	-$987K	0.57%	47
2022 Q4	$12.8M	Buy	250,268 +1,768	+0.7%	+$90.1K	0.65%	35
2022 Q3	$11.7M	Sell	248,500 -16,004	-6%	-$836K	0.65%	35
2022 Q2	$13M	Buy	264,504 +104,132	+65%	+$5.63M	0.72%	34
2022 Q1	$9.8M	Sell	160,372 -1,164	-0.7%	-$68.3K	0.57%	45
2021 Q4	$10M	Buy	161,536 +392	+0.2%	+$24.6K	0.62%	38
2021 Q3	$9.54M	Buy	161,144 +880	+0.5%	+$53.2K	0.66%	36
2021 Q2	$9.28M	Buy	160,264 +92,132	+135%	+$5.34M	0.69%	34
2021 Q1	$3.77M	Buy	68,132 +1,020	+2%	+$55.4K	0.36%	60
2020 Q4	$3.47M	Buy	67,112 +584	+0.9%	+$28.3K	0.36%	63
2020 Q3	$2.93M	Buy	66,528 +5,024	+8%	+$219K	0.36%	65
2020 Q2	$2.52M	Buy	61,504 +10,324	+20%	+$395K	0.41%	65
2020 Q1	$1.69M	Buy	51,180 +292	+0.6%	+$12.1K	0.45%	62
2019 Q4	$2.27M	Buy	50,888 +1,168	+2%	+$50.2K	0.5%	60
2019 Q3	$2.08M	Buy	49,720 +224	+0.5%	+$9.36K	0.5%	60
2019 Q2	$2.07M	Buy	+49,496	New	+$2.03M	0.52%	60