HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $519K | Buy |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $596K | Buy |
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|
2024
Q3 | $493K | Sell |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $919K | Sell |
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|
2023
Q1 | $977K | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $606K | Sell |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $753K | Buy |
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|
2020
Q4 | $609K | Sell |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $2.17M | Sell |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.34M | Sell |
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|
2019
Q3 | $2.24M | Buy |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | $2.29M | Sell |
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|
2018
Q2 | $2.42M | Sell |
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|
2018
Q1 | $2.37M | Sell |
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|
2017
Q4 | $3.16M | Buy |
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|
2017
Q3 | $2.91M | Buy |
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|
2017
Q2 | $2.8M | Buy |
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|
2017
Q1 | $2.72M | Buy |
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|
2016
Q4 | $1.93M | Sell |
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|
2016
Q3 | $2.23M | Buy |
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|
2016
Q2 | $2.11M | Buy |
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|
2016
Q1 | $1.75M | Sell |
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|
2015
Q4 | $1.74M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $395K | Buy |
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|
2014
Q4 | $258K | Buy |
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