KCM Investment Advisors’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 | $3.82M | Buy |
13,655
+217
| +2% | +$60.7K | 0.13% | 109 |
|
|
2025
Q1 | $3.48M | Buy |
13,438
+166
| +1% | +$42.9K | 0.12% | 114 |
|
|
2024
Q4 | $3.51M | Sell |
13,272
-380
| -3% | -$100K | 0.12% | 118 |
|
|
2024
Q3 | $3.6M | Hold |
13,652
| – | – | 0.12% | 119 |
|
|
2024
Q2 | $3.31M | Sell |
13,652
-1,000
| -7% | -$242K | 0.12% | 117 |
|
|
2024
Q1 | $3.66M | Hold |
14,652
| – | – | 0.14% | 114 |
|
|
2023
Q4 | $3.41M | Hold |
14,652
| – | – | 0.14% | 117 |
|
|
2023
Q3 | $3.05M | Hold |
14,652
| – | – | 0.13% | 121 |
|
|
2023
Q2 | $3.23M | Sell |
14,652
-373
| -2% | -$82.1K | 0.13% | 125 |
|
|
2023
Q1 | $3.17M | Buy |
15,025
+374
| +3% | +$78.9K | 0.13% | 127 |
|
|
2022
Q4 | $2.99M | Sell |
14,651
-25
| -0.2% | -$5.1K | 0.13% | 128 |
|
|
2022
Q3 | $2.76M | Sell |
14,676
-105
| -0.7% | -$19.7K | 0.13% | 129 |
|
|
2022
Q2 | $2.91M | Sell |
14,781
-25
| -0.2% | -$4.92K | 0.13% | 127 |
|
|
2022
Q1 | $3.52M | Buy |
14,806
+105
| +0.7% | +$25K | 0.13% | 126 |
|
|
2021
Q4 | $3.75M | Sell |
14,701
-775
| -5% | -$197K | 0.13% | 123 |
|
|
2021
Q3 | $3.66M | Sell |
15,476
-50
| -0.3% | -$11.8K | 0.15% | 112 |
|
|
2021
Q2 | $3.69M | Hold |
15,526
| – | – | 0.15% | 109 |
|
|
2021
Q1 | $3.44M | Sell |
15,526
-181
| -1% | -$40.1K | 0.15% | 110 |
|
|
2020
Q4 | $3.25M | Buy |
15,707
+82
| +0.5% | +$17K | 0.16% | 110 |
|
|
2020
Q3 | $2.75M | Sell |
15,625
-424
| -3% | -$74.7K | 0.15% | 109 |
|
|
2020
Q2 | $2.63M | Buy |
16,049
+200
| +1% | +$32.8K | 0.15% | 112 |
|
|
2020
Q1 | $2.09M | Sell |
15,849
-740
| -4% | -$97.4K | 0.14% | 114 |
|
|
2019
Q4 | $2.96M | Buy |
16,589
+260
| +2% | +$46.3K | 0.16% | 111 |
|
|
2019
Q3 | $2.74M | Buy |
16,329
+79
| +0.5% | +$13.2K | 0.16% | 112 |
|
|
2019
Q2 | $2.72M | Buy |
16,250
+2
| +0% | +$334 | 0.16% | 112 |
|
|
2019
Q1 | $2.61M | Hold |
16,248
| – | – | 0.17% | 119 |
|
|
2018
Q4 | $2.25M | Sell |
16,248
-54
| -0.3% | -$7.46K | 0.15% | 134 |
|
|
2018
Q3 | $2.68M | Sell |
16,302
-2,964
| -15% | -$487K | 0.15% | 127 |
|
|
2018
Q2 | $3.04M | Sell |
19,266
-88
| -0.5% | -$13.9K | 0.19% | 115 |
|
|
2018
Q1 | $2.99M | Sell |
19,354
-1,080
| -5% | -$167K | 0.18% | 124 |
|
|
2017
Q4 | $3.16M | Buy |
20,434
+4
| +0% | +$619 | 0.18% | 129 |
|
|
2017
Q3 | $3M | Sell |
20,430
-144
| -0.7% | -$21.2K | 0.18% | 131 |
|
|
2017
Q2 | $2.93M | Buy |
20,574
+34
| +0.2% | +$4.85K | 0.18% | 135 |
|
|
2017
Q1 | $2.86M | Buy |
20,540
+1,250
| +6% | +$174K | 0.18% | 137 |
|
|
2016
Q4 | $2.54M | Sell |
19,290
-90
| -0.5% | -$11.8K | 0.17% | 146 |
|
|
2016
Q3 | $2.51M | Sell |
19,380
-8,158
| -30% | -$1.06M | 0.17% | 141 |
|
|
2016
Q2 | $3.4M | Buy |
27,538
+266
| +1% | +$32.9K | 0.24% | 116 |
|
|
2016
Q1 | $3.31M | Buy |
27,272
+364
| +1% | +$44.1K | 0.24% | 112 |
|
|
2015
Q4 | $3.23M | Sell |
26,908
-97
| -0.4% | -$11.7K | 0.26% | 114 |
|
|
2015
Q3 | $3.15M | Sell |
27,005
-2,995
| -10% | -$349K | 0.26% | 112 |
|
|
2015
Q2 | $3.82M | Buy |
30,000
+184
| +0.6% | +$23.4K | 0.3% | 97 |
|
|
2015
Q1 | $3.96M | Hold |
29,816
| – | – | 0.32% | 93 |
|
|
2014
Q4 | $3.68M | Sell |
29,816
-7,793
| -21% | -$963K | 0.31% | 95 |
|
|
2014
Q3 | $4.41M | Hold |
37,609
| – | – | 0.4% | 71 |
|
|
2014
Q2 | $4.46M | Buy |
37,609
+809
| +2% | +$96K | 0.42% | 67 |
|
|
2014
Q1 | $4.18M | Buy |
36,800
+800
| +2% | +$90.9K | 0.43% | 65 |
|
|
2013
Q4 | $3.96M | Hold |
36,000
| – | – | 0.43% | 64 |
|
|
2013
Q3 | $3.69M | Hold |
36,000
| – | – | 0.44% | 65 |
|
|
2013
Q2 | $3.43M | Buy |
+36,000
| New | +$3.43M | 0.41% | 69 |
|