IFP 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 | $3.87M | Buy |
13,814
+849
| +7% | +$238K | 0.11% | 197 |
|
|
2025
Q1 | $3.35M | Buy |
12,965
+292
| +2% | +$75.5K | 0.1% | 222 |
|
|
2024
Q4 | $3.35M | Buy |
12,673
+37
| +0.3% | +$9.78K | 0.11% | 203 |
|
|
2024
Q3 | $3.33M | Buy |
12,636
+1,427
| +13% | +$376K | 0.12% | 181 |
|
|
2024
Q2 | $2.71M | Sell |
11,209
-1,237
| -10% | -$299K | 0.11% | 198 |
|
|
2024
Q1 | $3.11M | Buy |
12,446
+77
| +0.6% | +$19.2K | 0.14% | 159 |
|
|
2023
Q4 | $2.88M | Sell |
12,369
-1,546
| -11% | -$360K | 0.14% | 160 |
|
|
2023
Q3 | $2.9M | Buy |
13,915
+430
| +3% | +$89.5K | 0.13% | 157 |
|
|
2023
Q2 | $2.97M | Sell |
13,485
-783
| -5% | -$172K | 0.12% | 172 |
|
|
2023
Q1 | $2.26M | Sell |
14,268
-17,346
| -55% | -$2.74M | 0.1% | 208 |
|
|
2022
Q4 | $5.02M | Sell |
31,614
-19,065
| -38% | -$3.03M | 0.13% | 148 |
|
|
2022
Q3 | $8.12M | Buy |
50,679
+7,603
| +18% | +$1.22M | 0.21% | 96 |
|
|
2022
Q2 | $6.92M | Hold |
43,076
| – | – | 0.22% | 98 |
|
|
2022
Q1 | $6.92M | Buy |
43,076
+33,367
| +344% | +$5.36M | 0.22% | 98 |
|
|
2021
Q4 | $2.48M | Buy |
9,709
+547
| +6% | +$139K | 0.05% | 211 |
|
|
2021
Q3 | $2.17M | Buy |
9,162
+41
| +0.4% | +$9.72K | 0.04% | 230 |
|
|
2021
Q2 | $2.17M | Buy |
9,121
+385
| +4% | +$91.4K | 0.04% | 229 |
|
|
2021
Q1 | $1.93M | Sell |
8,736
-641
| -7% | -$142K | 0.04% | 225 |
|
|
2020
Q4 | $1.94M | Buy |
9,377
+2,305
| +33% | +$476K | 0.08% | 215 |
|
|
2020
Q3 | $1.25M | Sell |
7,072
-2,486
| -26% | -$439K | 0.07% | 249 |
|
|
2020
Q2 | $1.54M | Sell |
9,558
-1,568
| -14% | -$253K | 0.12% | 183 |
|
|
2020
Q1 | $1.5M | Buy |
11,126
+538
| +5% | +$72.6K | 0.15% | 152 |
|
|
2019
Q4 | $1.88M | Sell |
10,588
-4,037
| -28% | -$718K | 0.14% | 176 |
|
|
2019
Q3 | $2.45M | Buy |
+14,625
| New | +$2.45M | 0.16% | 140 |
|
|
2019
Q1 | $943K | Sell |
5,860
-13,634
| -70% | -$2.19M | 0.13% | 170 |
|
|
2018
Q4 | $2.67M | Sell |
19,494
-9,253
| -32% | -$1.27M | 0.16% | 145 |
|
|
2018
Q3 | $4.72M | Sell |
28,747
-11,878
| -29% | -$1.95M | 0.19% | 119 |
|
|
2018
Q2 | $6.4M | Buy |
40,625
+3,346
| +9% | +$527K | 0.27% | 78 |
|
|
2018
Q1 | $5.77M | Hold |
37,279
| – | – | 0.26% | 83 |
|
|
2017
Q4 | $5.77M | Sell |
37,279
-527
| -1% | -$81.6K | 0.26% | 83 |
|
|
2017
Q3 | $5.56M | Buy |
37,806
+552
| +1% | +$81.1K | 0.22% | 101 |
|
|
2017
Q2 | $5.31M | Sell |
37,254
-121
| -0.3% | -$17.2K | 0.23% | 98 |
|
|
2017
Q1 | $5.2M | Buy |
37,375
+1,517
| +4% | +$211K | 0.23% | 97 |
|
|
2016
Q4 | $4.72M | Buy |
35,858
+10,901
| +44% | +$1.43M | 0.23% | 93 |
|
|
2016
Q3 | $3.23M | Buy |
24,957
+560
| +2% | +$72.5K | 0.17% | 126 |
|
|
2016
Q2 | $3.02M | Buy |
24,397
+18,537
| +316% | +$2.29M | 0.17% | 122 |
|
|
2016
Q1 | $943K | Sell |
5,860
-13,229
| -69% | -$2.13M | 0.13% | 170 |
|
|
2015
Q4 | $2.29M | Buy |
+19,089
| New | +$2.29M | 0.15% | 143 |
|