Meridian Management’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 | $6.11M | Sell |
21,367
-18,372
| -46% | -$5.25M | 1.67% | 17 |
|
2025
Q1 | $10.3M | Sell |
39,739
-6,260
| -14% | -$1.62M | 3.18% | 9 |
|
2024
Q4 | $12.1M | Sell |
45,999
-7,270
| -14% | -$1.92M | 3.2% | 9 |
|
2024
Q3 | $14.1M | Sell |
53,269
-2,061
| -4% | -$544K | 3.57% | 8 |
|
2024
Q2 | $13.4M | Sell |
55,330
-5,276
| -9% | -$1.28M | 3.68% | 8 |
|
2024
Q1 | $15.1M | Sell |
60,606
-803
| -1% | -$201K | 4.14% | 7 |
|
2023
Q4 | $14.4M | Sell |
61,409
-25,960
| -30% | -$6.08M | 4.09% | 7 |
|
2023
Q3 | $18.2M | Buy |
87,369
+814
| +0.9% | +$170K | 5.94% | 4 |
|
2023
Q2 | $19.1M | Buy |
86,555
+670
| +0.8% | +$148K | 5.97% | 4 |
|
2023
Q1 | $18.1M | Buy |
85,885
+5,893
| +7% | +$1.24M | 5.94% | 6 |
|
2022
Q4 | $16.3M | Buy |
79,992
+2,693
| +3% | +$549K | 5.96% | 6 |
|
2022
Q3 | $14.5M | Buy |
77,299
+2,016
| +3% | +$379K | 5.8% | 6 |
|
2022
Q2 | $14.8M | Sell |
75,283
-3,614
| -5% | -$712K | 5.74% | 7 |
|
2022
Q1 | $18.8M | Buy |
78,897
+1,897
| +2% | +$451K | 5.95% | 6 |
|
2021
Q4 | $19.6M | Buy |
77,000
+625
| +0.8% | +$159K | 5.69% | 7 |
|
2021
Q3 | $18.1M | Buy |
76,375
+632
| +0.8% | +$150K | 5.54% | 7 |
|
2021
Q2 | $18M | Buy |
75,743
+1,895
| +3% | +$450K | 5.3% | 7 |
|
2021
Q1 | $16.3M | Buy |
73,848
+4,420
| +6% | +$978K | 5.08% | 6 |
|
2020
Q4 | $14.4M | Buy |
69,428
+1,297
| +2% | +$268K | 4.61% | 6 |
|
2020
Q3 | $12M | Buy |
68,131
+1,701
| +3% | +$300K | 4.47% | 6 |
|
2020
Q2 | $10.9M | Buy |
66,430
+557
| +0.8% | +$91.3K | 4.46% | 6 |
|
2020
Q1 | $8.67M | Buy |
65,873
+4,563
| +7% | +$601K | 4.18% | 6 |
|
2019
Q4 | $10.9M | Sell |
61,310
-46
| -0.1% | -$8.2K | 4.38% | 6 |
|
2019
Q3 | $10.3M | Buy |
61,356
+210
| +0.3% | +$35.2K | 4.59% | 6 |
|
2019
Q2 | $10.2M | Buy |
61,146
+1,756
| +3% | +$294K | 4.54% | 6 |
|
2019
Q1 | $9.55M | Buy |
59,390
+1,162
| +2% | +$187K | 4.73% | 5 |
|
2018
Q4 | $8.05M | Sell |
58,228
-2,056
| -3% | -$284K | 4.1% | 5 |
|
2018
Q3 | $9.9M | Sell |
60,284
-397
| -0.7% | -$65.2K | 4.31% | 5 |
|
2018
Q2 | $9.57M | Buy |
60,681
+3,903
| +7% | +$615K | 4.43% | 5 |
|
2018
Q1 | $8.76M | Buy |
56,778
+1,383
| +2% | +$213K | 4.04% | 5 |
|
2017
Q4 | $8.57M | Buy |
55,395
+10,823
| +24% | +$1.68M | 4% | 5 |
|
2017
Q3 | $6.55M | Sell |
44,572
-829
| -2% | -$122K | 3.25% | 5 |
|
2017
Q2 | $6.47M | Buy |
45,401
+3,308
| +8% | +$471K | 3.41% | 5 |
|
2017
Q1 | $5.86M | Buy |
42,093
+2,442
| +6% | +$340K | 3.33% | 5 |
|
2016
Q4 | $5.22M | Buy |
39,651
+9,182
| +30% | +$1.21M | 3.09% | 6 |
|
2016
Q3 | $3.94M | Buy |
30,469
+253
| +0.8% | +$32.7K | 2.27% | 8 |
|
2016
Q2 | $3.74M | Sell |
30,216
-20,590
| -41% | -$2.55M | 2.27% | 8 |
|
2016
Q1 | $6.16M | Buy |
50,806
+11,299
| +29% | +$1.37M | 3.77% | 5 |
|
2015
Q4 | $4.75M | Sell |
39,507
-1,267
| -3% | -$152K | 3.04% | 6 |
|
2015
Q3 | $4.76M | Sell |
40,774
-1,719
| -4% | -$201K | 3.12% | 6 |
|
2015
Q2 | $5.42M | Sell |
42,493
-9,140
| -18% | -$1.16M | 3.28% | 6 |
|
2015
Q1 | $6.85M | Sell |
51,633
-130
| -0.3% | -$17.3K | 4.9% | 4 |
|
2014
Q4 | $6.4M | Buy |
51,763
+416
| +0.8% | +$51.4K | 4.65% | 4 |
|
2014
Q3 | $6.02M | Sell |
51,347
-140
| -0.3% | -$16.4K | 4.61% | 5 |
|
2014
Q2 | $6.11M | Buy |
51,487
+56
| +0.1% | +$6.65K | 4.56% | 5 |
|
2014
Q1 | $5.84M | Buy |
51,431
+1,085
| +2% | +$123K | 4.63% | 4 |
|
2013
Q4 | $5.54M | Sell |
50,346
-895
| -2% | -$98.5K | 4.41% | 4 |
|
2013
Q3 | $5.25M | Sell |
51,241
-540
| -1% | -$55.3K | 4.5% | 4 |
|
2013
Q2 | $5.21M | Buy |
+51,781
| New | +$5.21M | 4.58% | 4 |
|