Institutional & Family Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $207K | Hold |
|
|||||
|
2024
Q1 | $213K | Hold |
|
|||||
|
2023
Q4 | $199K | Hold |
|
|||||
|
2023
Q3 | $178K | Hold |
|
|||||
|
2023
Q2 | $188K | Hold |
|
|||||
|
2023
Q1 | $180K | Hold |
|
|||||
|
2022
Q4 | $174K | Hold |
|
|||||
|
2022
Q3 | $161K | Sell |
|
|||||
|
2022
Q2 | $176K | Hold |
|
|||||
|
2022
Q1 | $212K | Sell |
|
|||||
|
2021
Q4 | $468K | Hold |
|
|||||
|
2021
Q3 | $435K | Hold |
|
|||||
|
2021
Q2 | $436K | Sell |
|
|||||
|
2021
Q1 | $416K | Buy |
|
|||||
|
2020
Q4 | $382K | Buy |
|
|||||
|
2020
Q3 | $151K | Buy |
|
|||||
|
2020
Q2 | $135K | Buy |
|
|||||
|
2020
Q1 | $103K | Hold |
|
|||||
|
2019
Q4 | $139K | Sell |
|
|||||
|
2019
Q3 | $173K | Hold |
|
|||||
|
2019
Q2 | $173K | Hold |
|
|||||
|
2019
Q1 | $166K | Sell |
|
|||||
|
2018
Q4 | $146K | Hold |
|
|||||
|
2018
Q3 | $173K | Hold |
|
|||||
|
2018
Q2 | $166K | Buy |
|
|||||
|
2018
Q1 | $126K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $516K | Sell |
|
|||||
|
2016
Q4 | $1.59M | Sell |
|
|||||
|
2016
Q3 | $1.72M | Sell |
|
|||||
|
2016
Q2 | $1.89M | Buy |
|