GVAG
Great Valley Advisor Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
60,645
-35,027
| -37% | -$9.8M | 0.38% | 70 |
|
|
2025
Q1 | $24.7M | Buy |
95,672
+26,475
| +38% | +$6.85M | 0.53% | 48 |
|
|
2024
Q4 | $18.3M | Buy |
69,197
+6,855
| +11% | +$1.81M | 0.41% | 62 |
|
|
2024
Q3 | $16.4M | Buy |
62,342
+5,882
| +10% | +$1.55M | 0.4% | 66 |
|
|
2024
Q2 | $13.7M | Buy |
56,460
+296
| +0.5% | +$71.7K | 0.38% | 72 |
|
|
2024
Q1 | $14M | Buy |
56,164
+3,711
| +7% | +$927K | 0.43% | 63 |
|
|
2023
Q4 | $12.2M | Sell |
52,453
-3,456
| -6% | -$804K | 0.43% | 62 |
|
|
2023
Q3 | $11.6M | Sell |
55,909
-1,931
| -3% | -$402K | 0.48% | 57 |
|
|
2023
Q2 | $12.7M | Sell |
57,840
-88
| -0.2% | -$19.4K | 0.53% | 51 |
|
|
2023
Q1 | $12.2M | Sell |
57,928
-4,639
| -7% | -$978K | 0.57% | 47 |
|
|
2022
Q4 | $12.8M | Buy |
62,567
+442
| +0.7% | +$90.1K | 0.65% | 35 |
|
|
2022
Q3 | $11.7M | Sell |
62,125
-4,001
| -6% | -$752K | 0.65% | 35 |
|
|
2022
Q2 | $13M | Buy |
66,126
+26,033
| +65% | +$5.13M | 0.72% | 34 |
|
|
2022
Q1 | $9.8M | Sell |
40,093
-291
| -0.7% | -$71.1K | 0.57% | 45 |
|
|
2021
Q4 | $10M | Buy |
40,384
+98
| +0.2% | +$24.3K | 0.62% | 38 |
|
|
2021
Q3 | $9.54M | Buy |
40,286
+220
| +0.5% | +$52.1K | 0.66% | 36 |
|
|
2021
Q2 | $9.28M | Buy |
40,066
+23,033
| +135% | +$5.33M | 0.69% | 34 |
|
|
2021
Q1 | $3.77M | Buy |
17,033
+255
| +2% | +$56.4K | 0.36% | 60 |
|
|
2020
Q4 | $3.47M | Buy |
16,778
+146
| +0.9% | +$30.2K | 0.36% | 63 |
|
|
2020
Q3 | $2.93M | Buy |
16,632
+1,256
| +8% | +$221K | 0.36% | 65 |
|
|
2020
Q2 | $2.52M | Buy |
15,376
+2,581
| +20% | +$423K | 0.41% | 65 |
|
|
2020
Q1 | $1.69M | Buy |
12,795
+73
| +0.6% | +$9.61K | 0.45% | 62 |
|
|
2019
Q4 | $2.27M | Buy |
12,722
+292
| +2% | +$52K | 0.5% | 60 |
|
|
2019
Q3 | $2.08M | Buy |
12,430
+56
| +0.5% | +$9.39K | 0.5% | 60 |
|
|
2019
Q2 | $2.07M | Buy |
+12,374
| New | +$2.07M | 0.52% | 60 |
|