Investment Advisory Group’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 | $743K | Buy |
2,656
+784
| +42% | +$219K | 0.23% | 86 |
|
|
2025
Q1 | $484K | Buy |
1,872
+63
| +3% | +$16.3K | 0.16% | 100 |
|
|
2024
Q4 | $478K | Buy |
1,809
+14
| +0.8% | +$3.7K | 0.16% | 101 |
|
|
2024
Q3 | $473K | Buy |
1,795
+15
| +0.8% | +$3.96K | 0.16% | 101 |
|
|
2024
Q2 | $431K | Hold |
1,780
| – | – | 0.17% | 98 |
|
|
2024
Q1 | $445K | Buy |
1,780
+191
| +12% | +$47.7K | 0.18% | 91 |
|
|
2023
Q4 | $370K | Buy |
1,589
+262
| +20% | +$60.9K | 0.17% | 97 |
|
|
2023
Q3 | $276K | Buy |
1,327
+159
| +14% | +$33.1K | 0.14% | 104 |
|
|
2023
Q2 | $257K | Buy |
+1,168
| New | +$257K | 0.13% | 115 |
|
|
2022
Q4 | – | Sell |
-1,086
| Closed | -$204K | – | 140 |
|
|
2022
Q3 | $204K | Hold |
1,086
| – | – | 0.14% | 121 |
|
|
2022
Q2 | $214K | Buy |
+1,086
| New | +$214K | 0.15% | 115 |
|