Guyasuta Investment Advisors’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 | $857K | Buy |
3,063
+482
| +19% | +$135K | 0.05% | 134 |
|
2025
Q1 | $668K | Buy |
2,581
+31
| +1% | +$8.02K | 0.04% | 141 |
|
2024
Q4 | $674K | Buy |
2,550
+249
| +11% | +$65.8K | 0.04% | 149 |
|
2024
Q3 | $607K | Buy |
2,301
+870
| +61% | +$230K | 0.04% | 155 |
|
2024
Q2 | $333K | Hold |
1,431
| – | – | 0.02% | 180 |
|
2024
Q1 | $333K | Hold |
1,431
| – | – | 0.02% | 181 |
|
2023
Q4 | $333K | Hold |
1,431
| – | – | 0.02% | 181 |
|
2023
Q3 | $298K | Hold |
1,431
| – | – | 0.02% | 185 |
|
2023
Q2 | $315K | Buy |
1,431
+256
| +22% | +$56.4K | 0.02% | 189 |
|
2023
Q1 | $248K | Buy |
1,175
+55
| +5% | +$11.6K | 0.02% | 218 |
|
2022
Q4 | $228K | Hold |
1,120
| – | – | 0.02% | 223 |
|
2022
Q3 | $211K | Hold |
1,120
| – | – | 0.02% | 212 |
|
2022
Q2 | $221K | Sell |
1,120
-95
| -8% | -$18.7K | 0.02% | 246 |
|
2022
Q1 | $289K | Sell |
1,215
-54
| -4% | -$12.8K | 0.02% | 231 |
|
2021
Q4 | $323K | Hold |
1,269
| – | – | 0.02% | 222 |
|
2021
Q3 | $300K | Hold |
1,269
| – | – | 0.02% | 222 |
|
2021
Q2 | $301K | Hold |
1,269
| – | – | 0.02% | 219 |
|
2021
Q1 | $281K | Hold |
1,269
| – | – | 0.02% | 212 |
|
2020
Q4 | $262K | Hold |
1,269
| – | – | 0.02% | 205 |
|
2020
Q3 | $224K | Hold |
1,269
| – | – | 0.02% | 201 |
|
2020
Q2 | $208K | Buy |
+1,269
| New | +$208K | 0.02% | 199 |
|
2018
Q1 | – | Sell |
-4,115
| Closed | -$637K | – | 233 |
|
2017
Q4 | $637K | Buy |
4,115
+505
| +14% | +$78.2K | 0.07% | 124 |
|
2017
Q3 | $531K | Hold |
3,610
| – | – | 0.06% | 130 |
|
2017
Q2 | $514K | Buy |
3,610
+5
| +0.1% | +$712 | 0.06% | 134 |
|
2017
Q1 | $502K | Buy |
3,605
+1,965
| +120% | +$274K | 0.06% | 141 |
|
2016
Q4 | $216K | Buy |
+1,640
| New | +$216K | 0.03% | 205 |
|