Kestra Private Wealth 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 | $14.7M | Buy |
52,614
+11,942
| +29% | +$3.34M | 0.21% | 103 |
|
|
2025
Q1 | $10.5M | Buy |
40,672
+5,828
| +17% | +$1.51M | 0.18% | 130 |
|
|
2024
Q4 | $9.2M | Buy |
34,844
+1,020
| +3% | +$269K | 0.16% | 151 |
|
|
2024
Q3 | $8.92M | Buy |
33,824
+5,553
| +20% | +$1.47M | 0.16% | 139 |
|
|
2024
Q2 | $6.84M | Buy |
28,271
+1,745
| +7% | +$422K | 0.14% | 163 |
|
|
2024
Q1 | $6.63M | Sell |
26,526
-1,229
| -4% | -$307K | 0.15% | 160 |
|
|
2023
Q4 | $6.46M | Sell |
27,755
-1,112
| -4% | -$259K | 0.16% | 155 |
|
|
2023
Q3 | $6.01M | Buy |
28,867
+2,850
| +11% | +$593K | 0.19% | 132 |
|
|
2023
Q2 | $5.73M | Buy |
26,017
+2,805
| +12% | +$618K | 0.2% | 125 |
|
|
2023
Q1 | $4.9M | Buy |
23,212
+3,165
| +16% | +$668K | 0.19% | 127 |
|
|
2022
Q4 | $4.09M | Buy |
20,047
+4,224
| +27% | +$861K | 0.21% | 127 |
|
|
2022
Q3 | $2.97M | Buy |
15,823
+796
| +5% | +$150K | 0.17% | 141 |
|
|
2022
Q2 | $2.96M | Sell |
15,027
-71
| -0.5% | -$14K | 0.17% | 146 |
|
|
2022
Q1 | $3.59M | Buy |
15,098
+194
| +1% | +$46.1K | 0.18% | 135 |
|
|
2021
Q4 | $3.8M | Sell |
14,904
-2,128
| -12% | -$542K | 0.18% | 131 |
|
|
2021
Q3 | $4.03M | Buy |
17,032
+1,224
| +8% | +$290K | 0.23% | 111 |
|
|
2021
Q2 | $3.75M | Buy |
15,808
+315
| +2% | +$74.8K | 0.23% | 105 |
|
|
2021
Q1 | $3.43M | Sell |
15,493
-230
| -1% | -$50.9K | 0.24% | 100 |
|
|
2020
Q4 | $3.24M | Buy |
15,723
+3,872
| +33% | +$799K | 0.24% | 96 |
|
|
2020
Q3 | $2.09M | Buy |
+11,851
| New | +$2.09M | 0.18% | 125 |
|