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Leavell Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9M | Buy |
184,840
+2,739
| +2% | +$769K | 2.33% | 4 |
|
|
2025
Q1 | $47.1M | Buy |
182,101
+6,294
| +4% | +$1.63M | 2.33% | 4 |
|
|
2024
Q4 | $46.4M | Buy |
175,807
+3,247
| +2% | +$858K | 2.28% | 4 |
|
|
2024
Q3 | $45.5M | Buy |
172,560
+7,538
| +5% | +$1.99M | 2.27% | 4 |
|
|
2024
Q2 | $40.1M | Buy |
165,022
+2,322
| +1% | +$564K | 2.21% | 4 |
|
|
2024
Q1 | $40.7M | Buy |
162,700
+2,838
| +2% | +$709K | 2.35% | 4 |
|
|
2023
Q4 | $37.2M | Buy |
159,862
+5,341
| +3% | +$1.24M | 2.36% | 4 |
|
|
2023
Q3 | $32.2M | Buy |
154,521
+2,082
| +1% | +$434K | 2.25% | 4 |
|
|
2023
Q2 | $33.6M | Buy |
152,439
+3,159
| +2% | +$695K | 2.28% | 4 |
|
|
2023
Q1 | $31.5M | Buy |
149,280
+2,983
| +2% | +$629K | 2.25% | 4 |
|
|
2022
Q4 | $29.8M | Sell |
146,297
-4,931
| -3% | -$1M | 2.24% | 3 |
|
|
2022
Q3 | $28.4M | Buy |
151,228
+735
| +0.5% | +$138K | 2.25% | 3 |
|
|
2022
Q2 | $29.6M | Buy |
150,493
+1,202
| +0.8% | +$237K | 2.27% | 3 |
|
|
2022
Q1 | $35.5M | Buy |
149,291
+4,124
| +3% | +$981K | 2.44% | 4 |
|
|
2021
Q4 | $37M | Buy |
145,167
+5,677
| +4% | +$1.45M | 2.46% | 4 |
|
|
2021
Q3 | $33M | Buy |
139,490
+12,179
| +10% | +$2.88M | 2.46% | 3 |
|
|
2021
Q2 | $28.2M | Hold |
127,311
| – | – | 2.3% | 3 |
|
|
2021
Q1 | $28.2M | Sell |
127,311
-1,528
| -1% | -$338K | 2.3% | 3 |
|
|
2020
Q4 | $26.6M | Buy |
128,839
+5,960
| +5% | +$1.23M | 2.3% | 3 |
|
|
2020
Q3 | $21.7M | Buy |
122,879
+5,206
| +4% | +$918K | 1.88% | 6 |
|
|
2020
Q2 | $19.3M | Buy |
117,673
+3,131
| +3% | +$513K | 1.88% | 5 |
|
|
2020
Q1 | $15.1M | Sell |
114,542
-3,133
| -3% | -$412K | 1.75% | 9 |
|
|
2019
Q4 | $21M | Sell |
117,675
-992
| -0.8% | -$177K | 1.96% | 6 |
|
|
2019
Q3 | $19.9M | Sell |
118,667
-241
| -0.2% | -$40.4K | 2.04% | 4 |
|
|
2019
Q2 | $19.9M | Buy |
118,908
+3,884
| +3% | +$651K | 2.1% | 3 |
|
|
2019
Q1 | $18.6M | Buy |
115,024
+2,322
| +2% | +$375K | 2.07% | 5 |
|
|
2018
Q4 | $15.6M | Sell |
112,702
-16,192
| -13% | -$2.24M | 1.96% | 6 |
|
|
2018
Q3 | $21.3M | Buy |
128,894
+1,082
| +0.8% | +$178K | 2.29% | 3 |
|
|
2018
Q2 | $20.1M | Buy |
127,812
+3,515
| +3% | +$554K | 2.29% | 4 |
|
|
2018
Q1 | $19.2M | Buy |
124,297
+1,375
| +1% | +$212K | 2.23% | 3 |
|
|
2017
Q4 | $19M | Sell |
122,922
-5,434
| -4% | -$841K | 2.24% | 2 |
|
|
2017
Q3 | $18.9M | Buy |
128,356
+488
| +0.4% | +$71.7K | 2.33% | 2 |
|
|
2017
Q2 | $18.2M | Buy |
127,868
+3,071
| +2% | +$438K | 2.31% | 3 |
|
|
2017
Q1 | $17.4M | Buy |
124,797
+3,016
| +2% | +$420K | 2.23% | 3 |
|
|
2016
Q4 | $16M | Sell |
121,781
-1,227
| -1% | -$162K | 2.21% | 3 |
|
|
2016
Q3 | $15.9M | Buy |
123,008
+2,547
| +2% | +$330K | 2.35% | 2 |
|
|
2016
Q2 | $14.9M | Buy |
120,461
+2,429
| +2% | +$300K | 2.2% | 3 |
|
|
2016
Q1 | $14.3M | Buy |
118,032
+1,806
| +2% | +$219K | 2.14% | 4 |
|
|
2015
Q4 | $14M | Sell |
116,226
-5,659
| -5% | -$680K | 2.05% | 3 |
|
|
2015
Q3 | $14.2M | Buy |
121,885
+810
| +0.7% | +$94.5K | 2.25% | 2 |
|
|
2015
Q2 | $15.4M | Buy |
121,075
+4,365
| +4% | +$556K | 2.39% | 2 |
|
|
2015
Q1 | $15.5M | Buy |
116,710
+3,010
| +3% | +$399K | 2.34% | 2 |
|
|
2014
Q4 | $14M | Buy |
113,700
+27,849
| +32% | +$3.44M | 2.16% | 2 |
|
|
2014
Q3 | $10.1M | Sell |
85,851
-1,696
| -2% | -$199K | 1.6% | 6 |
|
|
2014
Q2 | $10.4M | Buy |
87,547
+745
| +0.9% | +$88.4K | 1.64% | 6 |
|
|
2014
Q1 | $9.86M | Buy |
86,802
+1,107
| +1% | +$126K | 1.64% | 7 |
|
|
2013
Q4 | $9.43M | Buy |
85,695
+1,087
| +1% | +$120K | 1.59% | 7 |
|
|
2013
Q3 | $8.67M | Sell |
84,608
-1,000
| -1% | -$102K | 1.56% | 7 |
|
|
2013
Q2 | $8.15M | Buy |
+85,608
| New | +$8.15M | 1.51% | 9 |
|