Kovitz Investment Group Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $8.42M | Buy |
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|
2024
Q2 | $6.68M | Buy |
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|
2024
Q1 | $6.51M | Buy |
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|
2023
Q4 | $5.54M | Buy |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $5.05M | Sell |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $9.42M | Sell |
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|
2022
Q2 | $13.1M | Sell |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $12.6M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $15M | Buy |
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|
2021
Q1 | $13.4M | Sell |
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|
2020
Q4 | $12.6M | Buy |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $10.1M | Buy |
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|
2020
Q1 | $6.92M | Buy |
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|
2019
Q4 | $1.01M | Buy |
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