Intellectus Partners’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 | $2.51M | Buy |
35,004
+68
| +0.2% | +$5.05K | 0.51% | 45 |
|
|
2025
Q4 | $2.53M | Buy |
34,936
+40
| +0.1% | +$2.91K | 0.49% | 50 |
|
|
2025
Q3 | $2.57M | Buy |
34,896
+20
| +0.1% | +$1.44K | 0.5% | 54 |
|
|
2025
Q2 | $2.45M | Hold |
34,876
| – | – | 0.53% | 52 |
|
|
2025
Q1 | $2.25M | Sell |
34,876
-976
| -3% | -$65.5K | 0.56% | 47 |
|
|
2024
Q4 | $2.37M | Buy |
35,852
+420
| +1% | +$28.5K | 0.52% | 45 |
|
|
2024
Q3 | $2.34M | Buy |
35,432
+640
| +2% | +$40.2K | 0.6% | 41 |
|
|
2024
Q2 | $2.11M | Sell |
34,792
-1,600
| -4% | -$97.2K | 0.58% | 43 |
|
|
2024
Q1 | $2.27M | Buy |
36,392
+920
| +3% | +$54.4K | 0.6% | 46 |
|
|
2023
Q4 | $2.06M | Buy |
35,472
+2,428
| +7% | +$130K | 0.6% | 48 |
|
|
2023
Q3 | $1.72M | Buy |
33,044
+12
| +0% | +$658 | 0.54% | 50 |
|
|
2023
Q2 | $1.82M | Buy |
33,032
+748
| +2% | +$39.2K | 0.55% | 48 |
|
|
2023
Q1 | $1.7M | Buy |
32,284
+8,292
| +35% | +$441K | 0.54% | 54 |
|
|
2022
Q4 | $1.22M | Buy |
23,992
+14,580
| +155% | +$743K | 0.43% | 65 |
|
|
2022
Q3 | $442K | Buy |
9,412
+3,852
| +69% | +$201K | 0.16% | 166 |
|
|
2022
Q2 | $274K | Buy |
+5,560
| New | +$300K | 0.09% | 203 |
|
|
2019
Q2 | – | Sell |
-600
| Closed | -$24K | – | 398 |
|
|
2019
Q1 | $24K | Buy |
+600
| New | +$23.1K | 0.01% | 303 |
|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$58K | – | 528 |
|
|
2018
Q3 | $58K | Hold |
1,400
| – | – | 0.02% | 333 |
|
|
2018
Q2 | $55K | Hold |
1,400
| – | – | 0.02% | 329 |
|
|
2018
Q1 | $54K | Buy |
1,400
+800
| +133% | +$31.5K | 0.02% | 333 |
|
|
2017
Q4 | $23K | Sell |
600
-132
| -18% | -$4.98K | 0.01% | 420 |
|
|
2017
Q3 | $28K | Buy |
+732
| New | +$26.4K | 0.01% | 491 |
|
Other funds holding VO
