Leonard Rickey Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $586K | Sell |
8,164
-860
| -10% | -$63.9K | 0.1% | 62 |
|
|
2025
Q4 | $655K | Sell |
9,024
-72
| -0.8% | -$5.24K | 0.12% | 60 |
|
|
2025
Q3 | $668K | Sell |
9,096
-264
| -3% | -$19K | 0.13% | 58 |
|
|
2025
Q2 | $655K | Buy |
9,360
+76
| +0.8% | +$4.99K | 0.13% | 55 |
|
|
2025
Q1 | $573K | Sell |
9,284
-28
| -0.3% | -$1.88K | 0.12% | 53 |
|
|
2024
Q4 | $615K | Sell |
9,312
-204
| -2% | -$13.8K | 0.14% | 56 |
|
|
2024
Q3 | $628K | Buy |
9,516
+8
| +0.1% | +$502 | 0.14% | 53 |
|
|
2024
Q2 | $575K | Sell |
9,508
-36
| -0.4% | -$2.19K | 0.14% | 54 |
|
|
2024
Q1 | $596K | Buy |
9,544
+100
| +1% | +$5.91K | 0.15% | 48 |
|
|
2023
Q4 | $549K | Buy |
9,444
+960
| +11% | +$51.3K | 0.16% | 51 |
|
|
2023
Q3 | $442K | Sell |
8,484
-16
| -0.2% | -$877 | 0.14% | 51 |
|
|
2023
Q2 | $468K | Sell |
8,500
-704
| -8% | -$36.9K | 0.18% | 47 |
|
|
2023
Q1 | $485K | Sell |
9,204
-1,556
| -14% | -$82.8K | 0.19% | 44 |
|
|
2022
Q4 | $548K | Sell |
10,760
-508
| -5% | -$25.9K | 0.23% | 37 |
|
|
2022
Q3 | $529K | Sell |
11,268
-528
| -4% | -$27.6K | 0.25% | 37 |
|
|
2022
Q2 | $581K | Sell |
11,796
-56
| -0.5% | -$3.03K | 0.25% | 36 |
|
|
2022
Q1 | $705K | Sell |
11,852
-524
| -4% | -$30.7K | 0.27% | 34 |
|
|
2021
Q4 | $788K | Sell |
12,376
-136
| -1% | -$8.53K | 0.29% | 34 |
|
|
2021
Q3 | $741K | Sell |
12,512
-88
| -0.7% | -$5.32K | 0.31% | 36 |
|
|
2021
Q2 | $747K | Sell |
12,600
-448
| -3% | -$26K | 0.32% | 36 |
|
|
2021
Q1 | $722K | Sell |
13,048
-24
| -0.2% | -$1.3K | 0.29% | 35 |
|
|
2020
Q4 | $676K | Buy |
13,072
+444
| +4% | +$21.5K | 0.31% | 34 |
|
|
2020
Q3 | $556K | Sell |
12,628
-412
| -3% | -$18K | 0.35% | 33 |
|
|
2020
Q2 | $534K | Buy |
13,040
+72
| +0.6% | +$2.76K | 0.35% | 33 |
|
|
2020
Q1 | $427K | Sell |
12,968
-2,456
| -16% | -$102K | 0.33% | 32 |
|
|
2019
Q4 | $687K | Buy |
15,424
+480
| +3% | +$20.6K | 0.41% | 31 |
|
|
2019
Q3 | $626K | Buy |
14,944
+244
| +2% | +$10.2K | 0.42% | 34 |
|
|
2019
Q2 | $614K | Hold |
14,700
| – | – | 0.41% | 34 |
|
|
2019
Q1 | $591K | Sell |
14,700
-404
| -3% | -$15.5K | 0.43% | 30 |
|
|
2018
Q4 | $522K | Sell |
15,104
-2,416
| -14% | -$90.7K | 0.43% | 30 |
|
|
2018
Q3 | $719K | Sell |
17,520
-32
| -0.2% | -$1.31K | 0.52% | 28 |
|
|
2018
Q2 | $692K | Buy |
17,552
+4
| +0% | +$157 | 0.52% | 25 |
|
|
2018
Q1 | $677K | Sell |
17,548
-2,600
| -13% | -$102K | 0.53% | 26 |
|
|
2017
Q4 | $780K | Buy |
+20,148
| New | +$761K | 0.6% | 25 |
|
Other funds holding VO
Leonard Rickey Investment Advisors's VO Position: Q1 2026 in Review
Leonard Rickey Investment Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 9.5% in Q1 2026, selling an estimated $63.9K and leaving 8,164 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #62.
Leonard Rickey Investment Advisors first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $788K in Q4 2021. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Leonard Rickey Investment Advisors held 8,164 shares of Vanguard Mid-Cap ETF worth $586K as of Q1 2026.
- Leonard Rickey Investment Advisors sold 860 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $63.9K.
- Vanguard Mid-Cap ETF made up 0.1% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #62 holding.
- Leonard Rickey Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Leonard Rickey Investment Advisors's Vanguard Mid-Cap ETF position peaked at $788K in Q4 2021.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.