Legacy 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 | – | Sell |
-13,562
| Closed | -$3.51M | – | 393 |
|
|
2025
Q1 | $3.51M | Sell |
13,562
-483
| -3% | -$125K | 0.36% | 57 |
|
|
2024
Q4 | $3.71M | Sell |
14,045
-169
| -1% | -$44.6K | 0.36% | 49 |
|
|
2024
Q3 | $3.75M | Buy |
14,214
+404
| +3% | +$107K | 0.41% | 46 |
|
|
2024
Q2 | $3.36M | Buy |
13,810
+3
| +0% | +$729 | 0.41% | 43 |
|
|
2024
Q1 | $3.45M | Buy |
13,807
+1
| +0% | +$250 | 0.44% | 44 |
|
|
2023
Q4 | $3.21M | Buy |
13,806
+8,870
| +180% | +$2.06M | 0.41% | 44 |
|
|
2023
Q3 | $1.03M | Buy |
4,936
+1,649
| +50% | +$343K | 0.17% | 122 |
|
|
2023
Q2 | $724K | Sell |
3,287
-223
| -6% | -$49.1K | 0.11% | 144 |
|
|
2023
Q1 | $740K | Buy |
3,510
+54
| +2% | +$11.4K | 0.14% | 118 |
|
|
2022
Q4 | $704K | Hold |
3,456
| – | – | 0.13% | 114 |
|
|
2022
Q3 | $650K | Buy |
3,456
+1,331
| +63% | +$250K | 0.14% | 98 |
|
|
2022
Q2 | $419K | Sell |
2,125
-1,937
| -48% | -$382K | 0.09% | 135 |
|
|
2022
Q1 | $966K | Buy |
4,062
+2,018
| +99% | +$480K | 0.19% | 79 |
|
|
2021
Q4 | $521K | Sell |
2,044
-2,748
| -57% | -$700K | 0.19% | 71 |
|
|
2021
Q3 | $1.14M | Buy |
4,792
+520
| +12% | +$123K | 0.45% | 37 |
|
|
2021
Q2 | $1.01M | Buy |
4,272
+128
| +3% | +$30.4K | 0.41% | 40 |
|
|
2021
Q1 | $917K | Buy |
4,144
+133
| +3% | +$29.4K | 0.41% | 43 |
|
|
2020
Q4 | $829K | Buy |
+4,011
| New | +$829K | 0.47% | 40 |
|