LRIA
Leonard Rickey 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 | $655K | Buy |
2,340
+19
| +0.8% | +$5.32K | 0.13% | 55 |
|
|
2025
Q1 | $573K | Sell |
2,321
-7
| -0.3% | -$1.73K | 0.12% | 53 |
|
|
2024
Q4 | $615K | Sell |
2,328
-51
| -2% | -$13.5K | 0.14% | 56 |
|
|
2024
Q3 | $628K | Buy |
2,379
+2
| +0.1% | +$528 | 0.14% | 53 |
|
|
2024
Q2 | $575K | Sell |
2,377
-9
| -0.4% | -$2.18K | 0.14% | 54 |
|
|
2024
Q1 | $596K | Buy |
2,386
+25
| +1% | +$6.25K | 0.15% | 48 |
|
|
2023
Q4 | $549K | Buy |
2,361
+240
| +11% | +$55.8K | 0.16% | 51 |
|
|
2023
Q3 | $442K | Sell |
2,121
-4
| -0.2% | -$833 | 0.14% | 51 |
|
|
2023
Q2 | $468K | Sell |
2,125
-176
| -8% | -$38.7K | 0.18% | 47 |
|
|
2023
Q1 | $485K | Sell |
2,301
-389
| -14% | -$82.1K | 0.19% | 44 |
|
|
2022
Q4 | $548K | Sell |
2,690
-127
| -5% | -$25.9K | 0.23% | 37 |
|
|
2022
Q3 | $529K | Sell |
2,817
-132
| -4% | -$24.8K | 0.25% | 37 |
|
|
2022
Q2 | $581K | Sell |
2,949
-14
| -0.5% | -$2.76K | 0.25% | 36 |
|
|
2022
Q1 | $705K | Sell |
2,963
-131
| -4% | -$31.2K | 0.27% | 34 |
|
|
2021
Q4 | $788K | Sell |
3,094
-34
| -1% | -$8.66K | 0.29% | 34 |
|
|
2021
Q3 | $741K | Sell |
3,128
-22
| -0.7% | -$5.21K | 0.31% | 36 |
|
|
2021
Q2 | $747K | Sell |
3,150
-112
| -3% | -$26.6K | 0.32% | 36 |
|
|
2021
Q1 | $722K | Sell |
3,262
-6
| -0.2% | -$1.33K | 0.29% | 35 |
|
|
2020
Q4 | $676K | Buy |
3,268
+111
| +4% | +$23K | 0.31% | 34 |
|
|
2020
Q3 | $556K | Sell |
3,157
-103
| -3% | -$18.1K | 0.35% | 33 |
|
|
2020
Q2 | $534K | Buy |
3,260
+18
| +0.6% | +$2.95K | 0.35% | 33 |
|
|
2020
Q1 | $427K | Sell |
3,242
-614
| -16% | -$80.9K | 0.33% | 32 |
|
|
2019
Q4 | $687K | Buy |
3,856
+120
| +3% | +$21.4K | 0.41% | 31 |
|
|
2019
Q3 | $626K | Buy |
3,736
+61
| +2% | +$10.2K | 0.42% | 34 |
|
|
2019
Q2 | $614K | Hold |
3,675
| – | – | 0.41% | 34 |
|
|
2019
Q1 | $591K | Sell |
3,675
-101
| -3% | -$16.2K | 0.43% | 30 |
|
|
2018
Q4 | $522K | Sell |
3,776
-604
| -14% | -$83.5K | 0.43% | 30 |
|
|
2018
Q3 | $719K | Sell |
4,380
-8
| -0.2% | -$1.31K | 0.52% | 28 |
|
|
2018
Q2 | $692K | Buy |
4,388
+1
| +0% | +$158 | 0.52% | 25 |
|
|
2018
Q1 | $677K | Sell |
4,387
-650
| -13% | -$100K | 0.53% | 26 |
|
|
2017
Q4 | $780K | Buy |
+5,037
| New | +$780K | 0.6% | 25 |
|