Merit Financial 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 | $55.1M | Buy |
197,035
+43,089
| +28% | +$12.1M | 0.61% | 35 |
|
|
2025
Q1 | $39.8M | Buy |
153,946
+96,228
| +167% | +$24.9M | 0.6% | 35 |
|
|
2024
Q4 | $15.2M | Buy |
57,718
+7,112
| +14% | +$1.88M | 0.27% | 70 |
|
|
2024
Q3 | $13.4M | Buy |
50,606
+3,509
| +7% | +$926K | 0.3% | 59 |
|
|
2024
Q2 | $11.4M | Buy |
47,097
+999
| +2% | +$242K | 0.25% | 72 |
|
|
2024
Q1 | $11.1M | Buy |
46,098
+34,913
| +312% | +$8.42M | 0.26% | 67 |
|
|
2023
Q4 | $2.6M | Buy |
11,185
+8,494
| +316% | +$1.98M | 0.08% | 166 |
|
|
2023
Q3 | $560K | Buy |
2,691
+148
| +6% | +$30.8K | 0.02% | 430 |
|
|
2023
Q2 | $560K | Sell |
2,543
-224
| -8% | -$49.3K | 0.02% | 440 |
|
|
2023
Q1 | $584K | Sell |
2,767
-2,218
| -44% | -$468K | 0.02% | 364 |
|
|
2022
Q4 | $1.02M | Buy |
4,985
+229
| +5% | +$46.7K | 0.04% | 293 |
|
|
2022
Q3 | $894K | Sell |
4,756
-359
| -7% | -$67.5K | 0.04% | 267 |
|
|
2022
Q2 | $1.01M | Buy |
5,115
+1,755
| +52% | +$346K | 0.03% | 252 |
|
|
2022
Q1 | $799K | Buy |
3,360
+2,048
| +156% | +$487K | 0.05% | 177 |
|
|
2021
Q4 | $334K | Buy |
1,312
+208
| +19% | +$53K | 0.03% | 209 |
|
|
2021
Q3 | $261K | Hold |
1,104
| – | – | 0.03% | 226 |
|
|
2021
Q2 | $262K | Buy |
+1,104
| New | +$262K | 0.02% | 223 |
|
|
2019
Q3 | – | Sell |
-1,661
| Closed | -$235K | – | 149 |
|
|
2019
Q2 | $235K | Sell |
1,661
-100
| -6% | -$14.1K | 0.03% | 102 |
|
|
2019
Q1 | $239K | Buy |
+1,761
| New | +$239K | 0.03% | 106 |
|
|
2018
Q2 | – | Sell |
-2,654
| Closed | -$337K | – | 120 |
|
|
2018
Q1 | $337K | Sell |
2,654
-38
| -1% | -$4.83K | 0.07% | 69 |
|
|
2017
Q4 | $347K | Buy |
+2,692
| New | +$347K | 0.07% | 73 |
|