IA
IFG Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
8,688
+141
| +2% | +$39.5K | 0.41% | 30 |
|
|
2025
Q1 | $2.21M | Sell |
8,547
-501
| -6% | -$130K | 0.43% | 30 |
|
|
2024
Q4 | $2.39M | Buy |
9,048
+33
| +0.4% | +$8.72K | 0.48% | 30 |
|
|
2024
Q3 | $2.38M | Buy |
9,015
+634
| +8% | +$167K | 0.51% | 30 |
|
|
2024
Q2 | $2.03M | Buy |
8,381
+203
| +2% | +$49.1K | 0.48% | 33 |
|
|
2024
Q1 | $2.04M | Buy |
8,178
+30
| +0.4% | +$7.5K | 0.53% | 29 |
|
|
2023
Q4 | $1.9M | Buy |
8,148
+141
| +2% | +$32.8K | 0.56% | 28 |
|
|
2023
Q3 | $1.67M | Buy |
8,007
+29
| +0.4% | +$6.04K | 0.59% | 27 |
|
|
2023
Q2 | $1.76M | Buy |
7,978
+459
| +6% | +$101K | 0.62% | 26 |
|
|
2023
Q1 | $1.59M | Buy |
7,519
+295
| +4% | +$62.2K | 0.62% | 24 |
|
|
2022
Q4 | $1.47M | Sell |
7,224
-218
| -3% | -$44.4K | 0.64% | 24 |
|
|
2022
Q3 | $1.4M | Buy |
7,442
+3,417
| +85% | +$642K | 0.71% | 23 |
|
|
2022
Q2 | $793K | Buy |
4,025
+241
| +6% | +$47.5K | 0.4% | 35 |
|
|
2022
Q1 | $900K | Buy |
3,784
+12
| +0.3% | +$2.85K | 0.4% | 37 |
|
|
2021
Q4 | $961K | Buy |
3,772
+13
| +0.3% | +$3.31K | 0.41% | 35 |
|
|
2021
Q3 | $890K | Buy |
3,759
+10
| +0.3% | +$2.37K | 0.41% | 36 |
|
|
2021
Q2 | $890K | Buy |
3,749
+10
| +0.3% | +$2.37K | 0.42% | 34 |
|
|
2021
Q1 | $828K | Sell |
3,739
-46
| -1% | -$10.2K | 0.45% | 27 |
|
|
2020
Q4 | $783K | Buy |
3,785
+24
| +0.6% | +$4.97K | 0.48% | 24 |
|
|
2020
Q3 | $663K | Buy |
3,761
+414
| +12% | +$73K | 0.47% | 29 |
|
|
2020
Q2 | $549K | Buy |
3,347
+1,389
| +71% | +$228K | 0.43% | 34 |
|
|
2020
Q1 | $258K | Sell |
1,958
-1,923
| -50% | -$253K | 0.25% | 63 |
|
|
2019
Q4 | $692K | Buy |
3,881
+21
| +0.5% | +$3.74K | 0.57% | 21 |
|
|
2019
Q3 | $647K | Buy |
+3,860
| New | +$647K | 0.6% | 22 |
|