LIA
LBMC Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
44,470
+37
| +0.1% | +$10.4K | 0.89% | 20 |
|
|
2025
Q1 | $11.5M | Sell |
44,433
-91
| -0.2% | -$23.5K | 0.9% | 21 |
|
|
2024
Q4 | $11.8M | Sell |
44,524
-209
| -0.5% | -$55.2K | 0.93% | 18 |
|
|
2024
Q3 | $11.8M | Sell |
44,733
-956
| -2% | -$252K | 0.93% | 18 |
|
|
2024
Q2 | $11.1M | Hold |
45,689
| – | – | 0.96% | 17 |
|
|
2024
Q1 | $11.4M | Sell |
45,689
-1,601
| -3% | -$400K | 0.99% | 16 |
|
|
2023
Q4 | $11M | Buy |
47,290
+2,880
| +6% | +$670K | 1.05% | 15 |
|
|
2023
Q3 | $9.01M | Buy |
44,410
+1,014
| +2% | +$206K | 0.96% | 16 |
|
|
2023
Q2 | $9.55M | Buy |
43,396
+4
| +0% | +$881 | 0.94% | 19 |
|
|
2023
Q1 | $9.15M | Buy |
43,392
+9,291
| +27% | +$1.96M | 0.92% | 17 |
|
|
2022
Q4 | $6.95M | Buy |
34,101
+3,898
| +13% | +$794K | 0.73% | 23 |
|
|
2022
Q3 | $5.68M | Buy |
30,203
+1,467
| +5% | +$276K | 0.65% | 23 |
|
|
2022
Q2 | $5.66M | Sell |
28,736
-150
| -0.5% | -$29.5K | 0.61% | 23 |
|
|
2022
Q1 | $6.87M | Buy |
28,886
+2,242
| +8% | +$533K | 0.61% | 24 |
|
|
2021
Q4 | $6.79M | Sell |
26,644
-35,762
| -57% | -$9.11M | 0.59% | 24 |
|
|
2021
Q3 | $6.38K | Buy |
62,406
+35,430
| +131% | +$3.62K | 0.6% | 24 |
|
|
2021
Q2 | $6.4M | Buy |
26,976
+3
| +0% | +$712 | 0.61% | 25 |
|
|
2021
Q1 | $5.97M | Sell |
26,973
-19
| -0.1% | -$4.21K | 0.63% | 24 |
|
|
2020
Q4 | $5.58M | Buy |
26,992
+53
| +0.2% | +$11K | 0.66% | 21 |
|
|
2020
Q3 | $4.75M | Sell |
26,939
-36
| -0.1% | -$6.35K | 0.66% | 22 |
|
|
2020
Q2 | $4.42M | Buy |
+26,975
| New | +$4.42M | 0.7% | 20 |
|