IFG Advisory’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 | $1.15M | Sell |
4,092
-128
| -3% | -$35.8K | 0.06% | 309 |
|
|
2025
Q1 | $1.09M | Sell |
4,220
-330
| -7% | -$85.3K | 0.06% | 303 |
|
|
2024
Q4 | $1.2M | Buy |
+4,550
| New | +$1.2M | 0.07% | 268 |
|
|
2024
Q3 | – | Sell |
-4,097
| Closed | -$992K | – | 617 |
|
|
2024
Q2 | $992K | Buy |
+4,097
| New | +$992K | 0.06% | 279 |
|
|
2024
Q1 | – | Sell |
-3,643
| Closed | -$848K | – | 579 |
|
|
2023
Q4 | $848K | Buy |
3,643
+374
| +11% | +$87K | 0.06% | 277 |
|
|
2023
Q3 | $681K | Buy |
+3,269
| New | +$681K | 0.06% | 287 |
|
|
2023
Q2 | – | Sell |
-2,526
| Closed | -$533K | – | 501 |
|
|
2023
Q1 | $533K | Sell |
2,526
-11
| -0.4% | -$2.32K | 0.05% | 310 |
|
|
2022
Q4 | $517K | Sell |
2,537
-7,176
| -74% | -$1.46M | 0.05% | 303 |
|
|
2022
Q3 | $1.83M | Buy |
9,713
+7,422
| +324% | +$1.39M | 0.17% | 132 |
|
|
2022
Q2 | $450K | Buy |
2,291
+28
| +1% | +$5.5K | 0.05% | 305 |
|
|
2022
Q1 | $538K | Sell |
2,263
-177
| -7% | -$42.1K | 0.05% | 298 |
|
|
2021
Q4 | $621K | Buy |
2,440
+326
| +15% | +$83K | 0.06% | 263 |
|
|
2021
Q3 | $500K | Buy |
2,114
+140
| +7% | +$33.1K | 0.05% | 289 |
|
|
2021
Q2 | $468K | Buy |
1,974
+538
| +37% | +$128K | 0.05% | 306 |
|
|
2021
Q1 | $317K | Sell |
1,436
-24
| -2% | -$5.3K | 0.04% | 383 |
|
|
2020
Q4 | $302K | Sell |
1,460
-274
| -16% | -$56.7K | 0.04% | 349 |
|
|
2020
Q3 | $305K | Sell |
1,734
-124
| -7% | -$21.8K | 0.05% | 320 |
|
|
2020
Q2 | $304K | Buy |
1,858
+2
| +0.1% | +$327 | 0.05% | 305 |
|
|
2020
Q1 | $244K | Buy |
1,856
+101
| +6% | +$13.3K | 0.05% | 307 |
|
|
2019
Q4 | $312K | Buy |
1,755
+117
| +7% | +$20.8K | 0.06% | 305 |
|
|
2019
Q3 | $274K | Sell |
1,638
-12,962
| -89% | -$2.17M | 0.05% | 323 |
|
|
2019
Q2 | $2.11M | Sell |
14,600
-658
| -4% | -$95K | 0.37% | 59 |
|
|
2019
Q1 | $2.11M | Sell |
15,258
-819
| -5% | -$113K | 0.4% | 57 |
|
|
2018
Q4 | $1.88M | Sell |
16,077
-267
| -2% | -$31.2K | 0.44% | 51 |
|
|
2018
Q3 | $2.28M | Sell |
16,344
-617
| -4% | -$86K | 0.43% | 49 |
|
|
2018
Q2 | $2.23M | Sell |
16,961
-1,053
| -6% | -$138K | 0.46% | 46 |
|
|
2018
Q1 | $2.3M | Buy |
18,014
+603
| +3% | +$76.9K | 0.51% | 40 |
|
|
2017
Q4 | $2.2M | Buy |
+17,411
| New | +$2.2M | 0.49% | 42 |
|