Kestra Advisory Services’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 | $85.5M | Buy |
305,492
+32,454
| +12% | +$9.08M | 0.42% | 32 |
|
|
2025
Q1 | $70.6M | Buy |
273,038
+4,932
| +2% | +$1.28M | 0.34% | 34 |
|
|
2024
Q4 | $70.8M | Sell |
268,106
-54,912
| -17% | -$14.5M | 0.39% | 37 |
|
|
2024
Q3 | $85.2M | Sell |
323,018
-35,329
| -10% | -$9.32M | 0.47% | 32 |
|
|
2024
Q2 | $78.6M | Buy |
358,347
+105,658
| +42% | +$23.2M | 0.44% | 32 |
|
|
2024
Q1 | $63.1M | Buy |
252,689
+44,175
| +21% | +$11M | 0.42% | 31 |
|
|
2023
Q4 | $48.5M | Buy |
208,514
+66,407
| +47% | +$15.4M | 0.39% | 36 |
|
|
2023
Q3 | $29.6M | Sell |
142,107
-4,293
| -3% | -$894K | 0.29% | 64 |
|
|
2023
Q2 | $32.2M | Buy |
146,400
+9,924
| +7% | +$2.18M | 0.32% | 56 |
|
|
2023
Q1 | $28.8M | Sell |
136,476
-17,940
| -12% | -$3.78M | 0.31% | 58 |
|
|
2022
Q4 | $31.5M | Sell |
154,416
-19,568
| -11% | -$3.99M | 0.28% | 73 |
|
|
2022
Q3 | $32.7M | Sell |
173,984
-82,789
| -32% | -$15.6M | 0.35% | 55 |
|
|
2022
Q2 | $50.6M | Buy |
256,773
+79,753
| +45% | +$15.7M | 0.52% | 27 |
|
|
2022
Q1 | $42.1M | Buy |
177,020
+32,641
| +23% | +$7.76M | 0.44% | 37 |
|
|
2021
Q4 | $36.8M | Sell |
144,379
-27,161
| -16% | -$6.92M | 0.37% | 54 |
|
|
2021
Q3 | $40.6M | Buy |
171,540
+34,963
| +26% | +$8.28M | 0.41% | 43 |
|
|
2021
Q2 | $32.4M | Buy |
136,577
+4,145
| +3% | +$984K | 0.37% | 49 |
|
|
2021
Q1 | $29.3M | Sell |
132,432
-58,573
| -31% | -$13M | 0.37% | 47 |
|
|
2020
Q4 | $39.4M | Buy |
191,005
+78,514
| +70% | +$16.2M | 0.46% | 37 |
|
|
2020
Q3 | $19.9M | Buy |
+112,491
| New | +$19.9M | 0.37% | 53 |
|