Heritage Wealth 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 | $2.34M | Hold |
8,372
| – | – | 0.11% | 51 |
|
|
2025
Q1 | $2.17M | Sell |
8,372
-27
| -0.3% | -$6.98K | 0.11% | 54 |
|
|
2024
Q4 | $2.22M | Buy |
8,399
+71
| +0.9% | +$18.8K | 0.11% | 54 |
|
|
2024
Q3 | $2.2M | Buy |
8,328
+895
| +12% | +$236K | 0.1% | 58 |
|
|
2024
Q2 | $1.8M | Hold |
7,433
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $1.86M | Buy |
7,433
+7
| +0.1% | +$1.75K | 0.08% | 62 |
|
|
2023
Q4 | $1.73M | Buy |
7,426
+1,640
| +28% | +$382K | 0.09% | 61 |
|
|
2023
Q3 | $1.2M | Sell |
5,786
-110
| -2% | -$22.9K | 0.07% | 70 |
|
|
2023
Q2 | $1.3M | Buy |
5,896
+309
| +6% | +$68K | 0.07% | 69 |
|
|
2023
Q1 | $1.18M | Buy |
5,587
+158
| +3% | +$33.3K | 0.07% | 73 |
|
|
2022
Q4 | $1.11M | Buy |
5,429
+196
| +4% | +$39.9K | 0.06% | 76 |
|
|
2022
Q3 | $984K | Buy |
5,233
+1
| +0% | +$188 | 0.07% | 74 |
|
|
2022
Q2 | $1.03M | Hold |
5,232
| – | – | 0.07% | 75 |
|
|
2022
Q1 | $1.24M | Hold |
5,232
| – | – | 0.07% | 70 |
|
|
2021
Q4 | $1.33M | Buy |
5,232
+1
| +0% | +$255 | 0.07% | 75 |
|
|
2021
Q3 | $1.24M | Hold |
5,231
| – | – | 0.08% | 73 |
|
|
2021
Q2 | $1.24M | Buy |
5,231
+1,883
| +56% | +$447K | 0.08% | 72 |
|
|
2021
Q1 | $741K | Hold |
3,348
| – | – | 0.04% | 108 |
|
|
2020
Q4 | $692K | Buy |
3,348
+7
| +0.2% | +$1.45K | 0.04% | 112 |
|
|
2020
Q3 | $589K | Buy |
3,341
+3
| +0.1% | +$529 | 0.08% | 87 |
|
|
2020
Q2 | $547K | Buy |
3,338
+361
| +12% | +$59.2K | 0.08% | 84 |
|
|
2020
Q1 | $392K | Buy |
2,977
+211
| +8% | +$27.8K | 0.07% | 90 |
|
|
2019
Q4 | $493K | Buy |
2,766
+853
| +45% | +$152K | 0.07% | 100 |
|
|
2019
Q3 | $320K | Buy |
1,913
+38
| +2% | +$6.36K | 0.05% | 127 |
|
|
2019
Q2 | $313K | Buy |
1,875
+172
| +10% | +$28.8K | 0.05% | 117 |
|
|
2019
Q1 | $274K | Buy |
1,703
+1
| +0.1% | +$161 | 0.05% | 114 |
|
|
2018
Q4 | $235K | Buy |
1,702
+8
| +0.5% | +$1.11K | 0.05% | 114 |
|
|
2018
Q3 | $278K | Hold |
1,694
| – | – | 0.05% | 105 |
|
|
2018
Q2 | $268K | Buy |
1,694
+2
| +0.1% | +$316 | 0.1% | 101 |
|
|
2018
Q1 | $261K | Buy |
1,692
+2
| +0.1% | +$309 | 0.11% | 98 |
|
|
2017
Q4 | $261K | Buy |
1,690
+7
| +0.4% | +$1.08K | 0.11% | 95 |
|
|
2017
Q3 | $247K | Hold |
1,683
| – | – | 0.12% | 92 |
|
|
2017
Q2 | $240K | Buy |
1,683
+120
| +8% | +$17.1K | 0.12% | 90 |
|
|
2017
Q1 | $218K | Hold |
1,563
| – | – | 0.12% | 90 |
|
|
2016
Q4 | $206K | Buy |
+1,563
| New | +$206K | 0.13% | 82 |
|
|
2016
Q3 | – | Sell |
-2,006
| Closed | -$248K | – | 95 |
|
|
2016
Q2 | $248K | Buy |
2,006
+3
| +0.1% | +$371 | 0.17% | 80 |
|
|
2016
Q1 | $243K | Buy |
2,003
+3
| +0.2% | +$364 | 0.19% | 69 |
|
|
2015
Q4 | $241K | Buy |
+2,000
| New | +$241K | 0.2% | 67 |
|