IFS 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 | $3.69M | Buy |
13,181
+3,168
| +32% | +$887K | 2.79% | 8 |
|
|
2025
Q1 | $2.59M | Buy |
10,013
+517
| +5% | +$134K | 2.1% | 8 |
|
|
2024
Q4 | $2.51M | Buy |
9,496
+65
| +0.7% | +$17.2K | 1.97% | 8 |
|
|
2024
Q3 | $2.49M | Buy |
9,431
+269
| +3% | +$71K | 1.97% | 8 |
|
|
2024
Q2 | $2.22M | Sell |
9,162
-83
| -0.9% | -$20.1K | 1.87% | 8 |
|
|
2024
Q1 | $2.31M | Sell |
9,245
-14
| -0.2% | -$3.5K | 2.02% | 8 |
|
|
2023
Q4 | $2.15M | Buy |
9,259
+5,931
| +178% | +$1.38M | 2.56% | 7 |
|
|
2023
Q3 | $693K | Buy |
+3,328
| New | +$693K | 1.29% | 7 |
|
|
2022
Q1 | – | Sell |
-8,696
| Closed | -$2.22M | – | 142 |
|
|
2021
Q4 | $2.22M | Sell |
8,696
-2,258
| -21% | -$575K | 1.56% | 13 |
|
|
2021
Q3 | $2.59M | Buy |
10,954
+9,243
| +540% | +$2.19M | 1.66% | 13 |
|
|
2021
Q2 | $406K | Buy |
+1,711
| New | +$406K | 0.27% | 23 |
|