Meridian Wealth 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 | $22.6M | Buy |
314,208
+67,836
| +28% | +$5.04M | 2.98% | 5 |
|
|
2025
Q4 | $17.9M | Buy |
246,372
+67,856
| +38% | +$4.94M | 2.48% | 9 |
|
|
2025
Q3 | $13.1M | Buy |
178,516
+15,892
| +10% | +$1.14M | 1.86% | 14 |
|
|
2025
Q2 | $11.4M | Buy |
162,624
+15,856
| +11% | +$1.04M | 1.8% | 14 |
|
|
2025
Q1 | $9.49M | Buy |
146,768
+10,128
| +7% | +$680K | 1.61% | 15 |
|
|
2024
Q4 | $9.02M | Buy |
136,640
+9,192
| +7% | +$624K | 1.49% | 15 |
|
|
2024
Q3 | $8.41M | Buy |
127,448
+15,456
| +14% | +$970K | 1.41% | 17 |
|
|
2024
Q2 | $6.78M | Buy |
111,992
+2,920
| +3% | +$177K | 1.21% | 19 |
|
|
2024
Q1 | $6.81M | Buy |
109,072
+4,268
| +4% | +$252K | 1.28% | 19 |
|
|
2023
Q4 | $6.1M | Buy |
104,804
+4,900
| +5% | +$262K | 1.33% | 20 |
|
|
2023
Q3 | $5.2M | Buy |
99,904
+3,240
| +3% | +$178K | 1.3% | 19 |
|
|
2023
Q2 | $5.32M | Sell |
96,664
-4,864
| -5% | -$255K | 1.29% | 16 |
|
|
2023
Q1 | $5.35M | Buy |
101,528
+10,844
| +12% | +$577K | 1.34% | 16 |
|
|
2022
Q4 | $4.62M | Buy |
90,684
+30,556
| +51% | +$1.56M | 1.19% | 19 |
|
|
2022
Q3 | $2.83M | Sell |
60,128
-11,184
| -16% | -$584K | 0.8% | 30 |
|
|
2022
Q2 | $3.51M | Sell |
71,312
-16,192
| -19% | -$875K | 0.93% | 24 |
|
|
2022
Q1 | $5.2M | Buy |
87,504
+28,828
| +49% | +$1.69M | 1.21% | 18 |
|
|
2021
Q4 | $3.74M | Buy |
58,676
+11,336
| +24% | +$711K | 0.91% | 24 |
|
|
2021
Q3 | $2.8M | Buy |
47,340
+3,276
| +7% | +$198K | 0.78% | 28 |
|
|
2021
Q2 | $2.62M | Buy |
44,064
+8,492
| +24% | +$492K | 0.74% | 30 |
|
|
2021
Q1 | $1.97M | Buy |
35,572
+1,812
| +5% | +$98.3K | 0.65% | 35 |
|
|
2020
Q4 | $1.75M | Buy |
33,760
+11,856
| +54% | +$574K | 0.64% | 33 |
|
|
2020
Q3 | $965K | Buy |
21,904
+4,116
| +23% | +$179K | 0.41% | 54 |
|
|
2020
Q2 | $729K | Buy |
17,788
+4,076
| +30% | +$156K | 0.34% | 66 |
|
|
2020
Q1 | $451K | Sell |
13,712
-924
| -6% | -$38.3K | 0.25% | 80 |
|
|
2019
Q4 | $652K | Buy |
14,636
+940
| +7% | +$40.4K | 0.26% | 75 |
|
|
2019
Q3 | $574K | Buy |
13,696
+372
| +3% | +$15.5K | 0.25% | 81 |
|
|
2019
Q2 | $557K | Buy |
13,324
+1,208
| +10% | +$49.4K | 0.39% | 54 |
|
|
2019
Q1 | $487K | Sell |
12,116
-13,508
| -53% | -$520K | 0.36% | 60 |
|
|
2018
Q4 | $885K | Buy |
+25,624
| New | +$962K | 0.68% | 29 |
|
Other funds holding VO
