Meridian Wealth Advisors’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 | $11.4M | Buy |
40,656
+3,964
| +11% | +$1.11M | 1.8% | 14 |
|
|
2025
Q1 | $9.49M | Buy |
36,692
+2,532
| +7% | +$655K | 1.61% | 15 |
|
|
2024
Q4 | $9.02M | Buy |
34,160
+2,298
| +7% | +$607K | 1.49% | 15 |
|
|
2024
Q3 | $8.41M | Buy |
31,862
+3,864
| +14% | +$1.02M | 1.41% | 17 |
|
|
2024
Q2 | $6.78M | Buy |
27,998
+730
| +3% | +$177K | 1.21% | 19 |
|
|
2024
Q1 | $6.81M | Buy |
27,268
+1,067
| +4% | +$267K | 1.28% | 19 |
|
|
2023
Q4 | $6.1M | Buy |
26,201
+1,225
| +5% | +$285K | 1.33% | 20 |
|
|
2023
Q3 | $5.2M | Buy |
24,976
+810
| +3% | +$169K | 1.3% | 19 |
|
|
2023
Q2 | $5.32M | Sell |
24,166
-1,216
| -5% | -$268K | 1.29% | 16 |
|
|
2023
Q1 | $5.35M | Buy |
25,382
+2,711
| +12% | +$572K | 1.34% | 16 |
|
|
2022
Q4 | $4.62M | Buy |
22,671
+7,639
| +51% | +$1.56M | 1.19% | 19 |
|
|
2022
Q3 | $2.83M | Sell |
15,032
-2,796
| -16% | -$526K | 0.8% | 30 |
|
|
2022
Q2 | $3.51M | Sell |
17,828
-4,048
| -19% | -$797K | 0.93% | 24 |
|
|
2022
Q1 | $5.2M | Buy |
21,876
+7,207
| +49% | +$1.71M | 1.21% | 18 |
|
|
2021
Q4 | $3.74M | Buy |
14,669
+2,834
| +24% | +$722K | 0.91% | 24 |
|
|
2021
Q3 | $2.8M | Buy |
11,835
+819
| +7% | +$194K | 0.78% | 28 |
|
|
2021
Q2 | $2.62M | Buy |
11,016
+2,123
| +24% | +$504K | 0.74% | 30 |
|
|
2021
Q1 | $1.97M | Buy |
8,893
+453
| +5% | +$100K | 0.65% | 35 |
|
|
2020
Q4 | $1.75M | Buy |
8,440
+2,964
| +54% | +$613K | 0.64% | 33 |
|
|
2020
Q3 | $965K | Buy |
5,476
+1,029
| +23% | +$181K | 0.41% | 54 |
|
|
2020
Q2 | $729K | Buy |
4,447
+1,019
| +30% | +$167K | 0.34% | 66 |
|
|
2020
Q1 | $451K | Sell |
3,428
-231
| -6% | -$30.4K | 0.25% | 80 |
|
|
2019
Q4 | $652K | Buy |
3,659
+235
| +7% | +$41.9K | 0.26% | 75 |
|
|
2019
Q3 | $574K | Buy |
3,424
+93
| +3% | +$15.6K | 0.25% | 81 |
|
|
2019
Q2 | $557K | Buy |
3,331
+302
| +10% | +$50.5K | 0.39% | 54 |
|
|
2019
Q1 | $487K | Sell |
3,029
-3,377
| -53% | -$543K | 0.36% | 60 |
|
|
2018
Q4 | $885K | Buy |
+6,406
| New | +$885K | 0.68% | 29 |
|