Kovack 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 | $457K | Sell |
1,632
-123
| -7% | -$34.4K | 0.04% | 359 |
|
2025
Q1 | $454K | Buy |
+1,755
| New | +$454K | 0.05% | 328 |
|
2020
Q3 | – | Sell |
-2,213
| Closed | -$363K | – | 527 |
|
2020
Q2 | $363K | Sell |
2,213
-7,483
| -77% | -$1.23M | 0.07% | 279 |
|
2020
Q1 | $1.28M | Sell |
9,696
-4,548
| -32% | -$599K | 0.29% | 86 |
|
2019
Q4 | $2.54M | Sell |
14,244
-220
| -2% | -$39.2K | 0.45% | 50 |
|
2019
Q3 | $2.42M | Buy |
14,464
+6,372
| +79% | +$1.07M | 0.5% | 46 |
|
2019
Q2 | $1.35M | Buy |
8,092
+2,712
| +50% | +$453K | 0.31% | 80 |
|
2019
Q1 | $865K | Buy |
5,380
+38
| +0.7% | +$6.11K | 0.22% | 121 |
|
2018
Q4 | $738K | Buy |
5,342
+54
| +1% | +$7.46K | 0.22% | 114 |
|
2018
Q3 | $868K | Buy |
5,288
+15
| +0.3% | +$2.46K | 0.22% | 112 |
|
2018
Q2 | $831K | Sell |
5,273
-250
| -5% | -$39.4K | 0.23% | 110 |
|
2018
Q1 | $852K | Buy |
5,523
+500
| +10% | +$77.1K | 0.21% | 117 |
|
2017
Q4 | $778K | Buy |
5,023
+58
| +1% | +$8.98K | 0.2% | 125 |
|
2017
Q3 | $730K | Sell |
4,965
-324
| -6% | -$47.6K | 0.24% | 103 |
|
2017
Q2 | $754K | Buy |
5,289
+200
| +4% | +$28.5K | 0.24% | 98 |
|
2017
Q1 | $709K | Sell |
5,089
-296
| -5% | -$41.2K | 0.28% | 89 |
|
2016
Q4 | $709K | Buy |
5,385
+1
| +0% | +$132 | 0.34% | 66 |
|
2016
Q3 | $697K | Buy |
5,384
+130
| +2% | +$16.8K | 0.34% | 77 |
|
2016
Q2 | $650K | Sell |
5,254
-732
| -12% | -$90.6K | 0.34% | 69 |
|
2016
Q1 | $726K | Sell |
5,986
-233
| -4% | -$28.3K | 0.45% | 55 |
|
2015
Q4 | $747K | Sell |
6,219
-544
| -8% | -$65.3K | 0.49% | 52 |
|
2015
Q3 | $789K | Buy |
6,763
+961
| +17% | +$112K | 0.55% | 46 |
|
2015
Q2 | $739K | Buy |
5,802
+2,587
| +80% | +$330K | 0.52% | 45 |
|
2015
Q1 | $427K | Buy |
+3,215
| New | +$427K | 0.36% | 67 |
|