Mather Group’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 | $4.99M | Sell |
17,829
-230
| -1% | -$64.4K | 0.05% | 116 |
|
|
2025
Q1 | $4.67M | Buy |
18,059
+626
| +4% | +$162K | 0.05% | 117 |
|
|
2024
Q4 | $4.6M | Buy |
17,433
+286
| +2% | +$75.5K | 0.06% | 116 |
|
|
2024
Q3 | $4.52M | Sell |
17,147
-2,717
| -14% | -$717K | 0.06% | 117 |
|
|
2024
Q2 | $4.96M | Buy |
19,864
+3,228
| +19% | +$807K | 0.06% | 122 |
|
|
2024
Q1 | $3.87M | Hold |
16,636
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $3.87M | Sell |
16,636
-1,329
| -7% | -$309K | 0.06% | 111 |
|
|
2023
Q3 | $3.74M | Sell |
17,965
-1,878
| -9% | -$391K | 0.07% | 106 |
|
|
2023
Q2 | $4.37M | Buy |
19,843
+2,153
| +12% | +$474K | 0.07% | 103 |
|
|
2023
Q1 | $3.73M | Buy |
17,690
+165
| +0.9% | +$34.8K | 0.07% | 98 |
|
|
2022
Q4 | $3.57M | Sell |
17,525
-11,394
| -39% | -$2.32M | 0.07% | 99 |
|
|
2022
Q3 | $5.44M | Sell |
28,919
-6,692
| -19% | -$1.26M | 0.12% | 78 |
|
|
2022
Q2 | $7.02M | Buy |
35,611
+20,801
| +140% | +$4.1M | 0.16% | 63 |
|
|
2022
Q1 | $3.52M | Sell |
14,810
-4,598
| -24% | -$1.09M | 0.07% | 87 |
|
|
2021
Q4 | $4.95M | Buy |
19,408
+16,645
| +602% | +$4.24M | 0.1% | 69 |
|
|
2021
Q3 | $654K | Sell |
2,763
-46
| -2% | -$10.9K | 0.02% | 143 |
|
|
2021
Q2 | $667K | Sell |
2,809
-324
| -10% | -$76.9K | 0.02% | 139 |
|
|
2021
Q1 | $693K | Buy |
3,133
+324
| +12% | +$71.7K | 0.02% | 123 |
|
|
2020
Q4 | $581K | Buy |
2,809
+23
| +0.8% | +$4.76K | 0.02% | 124 |
|
|
2020
Q3 | $491K | Buy |
+2,786
| New | +$491K | 0.02% | 137 |
|