Kovitz Investment Group Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
46,690
+3,495
| +8% | +$979K | 0.06% | 260 |
|
|
2025
Q1 | $11.2M | Buy |
43,195
+2,910
| +7% | +$753K | 0.06% | 248 |
|
|
2024
Q4 | $10.6M | Buy |
40,285
+2,587
| +7% | +$683K | 0.05% | 253 |
|
|
2024
Q3 | $8.42M | Buy |
37,698
+10,107
| +37% | +$2.26M | 0.06% | 259 |
|
|
2024
Q2 | $6.68M | Buy |
27,591
+1,550
| +6% | +$375K | 0.06% | 240 |
|
|
2024
Q1 | $6.51M | Buy |
26,041
+2,219
| +9% | +$554K | 0.08% | 174 |
|
|
2023
Q4 | $5.54M | Buy |
23,822
+740
| +3% | +$172K | 0.09% | 139 |
|
|
2023
Q3 | $4.81M | Buy |
23,082
+137
| +0.6% | +$28.5K | 0.09% | 145 |
|
|
2023
Q2 | $5.05M | Sell |
22,945
-27,125
| -54% | -$5.97M | 0.07% | 150 |
|
|
2023
Q1 | $10.6M | Buy |
50,070
+498
| +1% | +$105K | 0.18% | 68 |
|
|
2022
Q4 | $10.1M | Sell |
49,572
-563
| -1% | -$115K | 0.2% | 71 |
|
|
2022
Q3 | $9.42M | Sell |
50,135
-16,591
| -25% | -$3.12M | 0.22% | 65 |
|
|
2022
Q2 | $13.1M | Sell |
66,726
-1,379
| -2% | -$272K | 0.29% | 52 |
|
|
2022
Q1 | $16.2M | Buy |
68,105
+7,212
| +12% | +$1.72M | 0.31% | 47 |
|
|
2021
Q4 | $12.6M | Sell |
60,893
-1,722
| -3% | -$356K | 0.3% | 50 |
|
|
2021
Q3 | $14.8M | Sell |
62,615
-783
| -1% | -$185K | 0.3% | 48 |
|
|
2021
Q2 | $15M | Buy |
63,398
+2,920
| +5% | +$693K | 0.3% | 49 |
|
|
2021
Q1 | $13.4M | Sell |
60,478
-415
| -0.7% | -$91.9K | 0.31% | 51 |
|
|
2020
Q4 | $12.6M | Buy |
60,893
+1,549
| +3% | +$320K | 0.31% | 50 |
|
|
2020
Q3 | $10.5M | Sell |
59,344
-2,311
| -4% | -$407K | 0.29% | 58 |
|
|
2020
Q2 | $10.1M | Buy |
61,655
+9,101
| +17% | +$1.49M | 0.31% | 54 |
|
|
2020
Q1 | $6.92M | Buy |
52,554
+46,864
| +824% | +$6.17M | 0.25% | 65 |
|
|
2019
Q4 | $1.01M | Buy |
+5,690
| New | +$1.01M | 0.03% | 263 |
|