Independent Advisor Alliance’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 | $621K | Sell |
2,219
-80
| -3% | -$22.4K | 0.02% | 522 |
|
|
2025
Q1 | $595K | Sell |
2,299
-80,621
| -97% | -$20.9M | 0.02% | 484 |
|
|
2024
Q4 | $21.9M | Buy |
82,920
+81,610
| +6,230% | +$21.6M | 0.29% | 70 |
|
|
2024
Q3 | $346K | Sell |
1,310
-1,581
| -55% | -$417K | 0.01% | 529 |
|
|
2024
Q2 | $700K | Sell |
2,891
-66
| -2% | -$16K | 0.02% | 391 |
|
|
2024
Q1 | $739K | Sell |
2,957
-851
| -22% | -$213K | 0.03% | 372 |
|
|
2023
Q4 | $840K | Buy |
3,808
+1,908
| +100% | +$421K | 0.03% | 336 |
|
|
2023
Q3 | $396K | Buy |
1,900
+161
| +9% | +$33.5K | 0.02% | 459 |
|
|
2023
Q2 | $383K | Buy |
+1,739
| New | +$383K | 0.02% | 481 |
|
|
2020
Q1 | – | Sell |
-29,727
| Closed | -$5.3M | – | 836 |
|
|
2019
Q4 | $5.3M | Buy |
+29,727
| New | +$5.3M | 0.23% | 99 |
|