Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.3M | Buy |
394,656
+89,580
| +29% | +$6.66M | 0.23% | 93 |
|
|
2025
Q4 | $22.1M | Sell |
305,076
-132,812
| -30% | -$9.66M | 0.26% | 84 |
|
|
2025
Q3 | $32.2M | Buy |
437,888
+16,080
| +4% | +$1.15M | 0.29% | 66 |
|
|
2025
Q2 | $29.5M | Sell |
421,808
-11,032
| -3% | -$724K | 0.3% | 68 |
|
|
2025
Q1 | $28M | Buy |
432,840
+16,244
| +4% | +$1.09M | 0.33% | 64 |
|
|
2024
Q4 | $27.5M | Buy |
416,596
+8,352
| +2% | +$567K | 0.32% | 64 |
|
|
2024
Q3 | $26.9M | Buy |
408,244
+53,152
| +15% | +$3.34M | 0.33% | 66 |
|
|
2024
Q2 | $21.5M | Buy |
355,092
+40,900
| +13% | +$2.49M | 0.29% | 76 |
|
|
2024
Q1 | $19.6M | Buy |
314,192
+3,780
| +1% | +$223K | 0.28% | 78 |
|
|
2023
Q4 | $18.1M | Sell |
310,412
-2,284
| -0.7% | -$122K | 0.3% | 77 |
|
|
2023
Q3 | $16.3M | Sell |
312,696
-26,868
| -8% | -$1.47M | 0.29% | 84 |
|
|
2023
Q2 | $18.7M | Buy |
339,564
+92,740
| +38% | +$4.86M | 0.32% | 72 |
|
|
2023
Q1 | $13M | Buy |
246,824
+92,124
| +60% | +$4.9M | 0.27% | 90 |
|
|
2022
Q4 | $7.88M | Sell |
154,700
-64,656
| -29% | -$3.29M | 0.21% | 99 |
|
|
2022
Q3 | $10.3M | Buy |
219,356
+29,132
| +15% | +$1.52M | 0.33% | 67 |
|
|
2022
Q2 | $9.37M | Buy |
190,224
+56,120
| +42% | +$3.03M | 0.29% | 75 |
|
|
2022
Q1 | $7.97M | Buy |
134,104
+10,644
| +9% | +$624K | 0.24% | 89 |
|
|
2021
Q4 | $7.86M | Sell |
123,460
-3,848
| -3% | -$241K | 0.23% | 85 |
|
|
2021
Q3 | $7.54M | Buy |
127,308
+7,568
| +6% | +$457K | 0.25% | 85 |
|
|
2021
Q2 | $7.11M | Buy |
119,740
+20,264
| +20% | +$1.17M | 0.25% | 86 |
|
|
2021
Q1 | $5.5M | Buy |
99,476
+30,728
| +45% | +$1.67M | 0.23% | 89 |
|
|
2020
Q4 | $3.55M | Buy |
68,748
+6,032
| +10% | +$292K | 0.17% | 106 |
|
|
2020
Q3 | $2.76M | Buy |
62,716
+22,884
| +57% | +$997K | 0.17% | 108 |
|
|
2020
Q2 | $1.63M | Buy |
39,832
+3,328
| +9% | +$127K | 0.12% | 120 |
|
|
2020
Q1 | $1.2M | Buy |
36,504
+10,424
| +40% | +$432K | 0.11% | 124 |
|
|
2019
Q4 | $1.16M | Sell |
26,080
-180
| -0.7% | -$7.73K | 0.1% | 137 |
|
|
2019
Q3 | $1.1M | Buy |
26,260
+3,368
| +15% | +$141K | 0.12% | 116 |
|
|
2019
Q2 | $958K | Buy |
22,892
+6,504
| +40% | +$266K | 0.13% | 124 |
|
|
2019
Q1 | $659K | Buy |
16,388
+2,496
| +18% | +$96K | 0.11% | 137 |
|
|
2018
Q4 | $480K | Buy |
13,892
+2,840
| +26% | +$107K | 0.13% | 130 |
|
|
2018
Q3 | $453K | Sell |
11,052
-66,204
| -86% | -$2.7M | 0.14% | 127 |
|
|
2018
Q2 | $2.42M | Buy |
77,256
+66,412
| +612% | +$2.61M | 0.82% | 24 |
|
|
2018
Q1 | $409K | Buy |
10,844
+1,552
| +17% | +$61.1K | 0.16% | 116 |
|
|
2017
Q4 | $369K | Buy |
+9,292
| New | +$351K | 0.16% | 115 |
|
Other funds holding VO
