McAdam LLC’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 | $5.76M | Buy |
20,595
+672
| +3% | +$188K | 0.32% | 43 |
|
|
2025
Q1 | $5.15M | Sell |
19,923
-31,179
| -61% | -$8.06M | 0.32% | 41 |
|
|
2024
Q4 | $13.5M | Buy |
51,102
+601
| +1% | +$159K | 0.74% | 22 |
|
|
2024
Q3 | $13.3M | Buy |
50,501
+48,870
| +2,996% | +$12.9M | 0.75% | 22 |
|
|
2024
Q2 | $395K | Buy |
1,631
+129
| +9% | +$31.2K | 0.02% | 199 |
|
|
2024
Q1 | $375K | Buy |
1,502
+1
| +0.1% | +$250 | 0.02% | 198 |
|
|
2023
Q4 | $349K | Sell |
1,501
-8
| -0.5% | -$1.86K | 0.03% | 195 |
|
|
2023
Q3 | $314K | Sell |
1,509
-27
| -2% | -$5.62K | 0.03% | 196 |
|
|
2023
Q2 | $338K | Sell |
1,536
-109
| -7% | -$24K | 0.03% | 191 |
|
|
2023
Q1 | $347K | Buy |
1,645
+742
| +82% | +$157K | 0.03% | 182 |
|
|
2022
Q4 | $230K | Sell |
903
-558
| -38% | -$142K | 0.02% | 163 |
|
|
2022
Q3 | $275K | Sell |
1,461
-20
| -1% | -$3.77K | 0.03% | 177 |
|
|
2022
Q2 | $292K | Buy |
1,481
+420
| +40% | +$82.8K | 0.03% | 174 |
|
|
2022
Q1 | $252K | Buy |
1,061
+158
| +17% | +$37.5K | 0.02% | 179 |
|
|
2021
Q4 | $230K | Sell |
903
-5
| -0.6% | -$1.27K | 0.02% | 163 |
|
|
2021
Q3 | $215K | Sell |
908
-535
| -37% | -$127K | 0.02% | 165 |
|
|
2021
Q2 | $348K | Buy |
+1,443
| New | +$348K | 0.04% | 125 |
|
|
2018
Q4 | – | Sell |
-334
| Closed | -$54K | – | 598 |
|
|
2018
Q3 | $54K | Hold |
334
| – | – | 0.02% | 163 |
|
|
2018
Q2 | $53K | Buy |
334
+12
| +4% | +$1.9K | 0.02% | 148 |
|
|
2018
Q1 | $50K | Buy |
+322
| New | +$50K | 0.02% | 154 |
|