Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $207K | Hold |
854
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $213K | Hold |
854
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $199K | Hold |
854
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $178K | Hold |
854
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $188K | Hold |
854
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $180K | Hold |
854
| – | – | 0.03% | 145 |
|
|
2022
Q4 | $174K | Hold |
854
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $161K | Sell |
854
-38
| -4% | -$7.16K | 0.03% | 145 |
|
|
2022
Q2 | $176K | Hold |
892
| – | – | 0.03% | 143 |
|
|
2022
Q1 | $212K | Sell |
892
-946
| -51% | -$225K | 0.03% | 151 |
|
|
2021
Q4 | $468K | Hold |
1,838
| – | – | 0.07% | 116 |
|
|
2021
Q3 | $435K | Hold |
1,838
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $436K | Sell |
1,838
-43
| -2% | -$10.2K | 0.07% | 125 |
|
|
2021
Q1 | $416K | Buy |
1,881
+35
| +2% | +$7.74K | 0.08% | 132 |
|
|
2020
Q4 | $382K | Buy |
1,846
+989
| +115% | +$205K | 0.08% | 132 |
|
|
2020
Q3 | $151K | Buy |
857
+32
| +4% | +$5.64K | 0.04% | 191 |
|
|
2020
Q2 | $135K | Buy |
825
+46
| +6% | +$7.53K | 0.03% | 208 |
|
|
2020
Q1 | $103K | Hold |
779
| – | – | 0.02% | 200 |
|
|
2019
Q4 | $139K | Sell |
779
-254
| -25% | -$45.3K | 0.03% | 200 |
|
|
2019
Q3 | $173K | Hold |
1,033
| – | – | 0.04% | 166 |
|
|
2019
Q2 | $173K | Hold |
1,033
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $166K | Sell |
1,033
-20
| -2% | -$3.21K | 0.03% | 191 |
|
|
2018
Q4 | $146K | Hold |
1,053
| – | – | 0.03% | 190 |
|
|
2018
Q3 | $173K | Hold |
1,053
| – | – | 0.03% | 203 |
|
|
2018
Q2 | $166K | Buy |
1,053
+234
| +29% | +$36.9K | 0.03% | 200 |
|
|
2018
Q1 | $126K | Buy |
+819
| New | +$126K | 0.03% | 208 |
|
|
2017
Q2 | – | Sell |
-3,702
| Closed | -$516K | – | 131 |
|
|
2017
Q1 | $516K | Sell |
3,702
-8,379
| -69% | -$1.17M | 0.16% | 92 |
|
|
2016
Q4 | $1.59M | Sell |
12,081
-1,178
| -9% | -$155K | 0.5% | 63 |
|
|
2016
Q3 | $1.72M | Sell |
13,259
-2,046
| -13% | -$265K | 0.57% | 64 |
|
|
2016
Q2 | $1.89M | Buy |
+15,305
| New | +$1.89M | 0.66% | 63 |
|