Modera Wealth Management’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 | $18.5M | Sell |
257,172
-19,416
| -7% | -$1.44M | 0.22% | 85 |
|
|
2025
Q4 | $20.1M | Sell |
276,588
-10,508
| -4% | -$764K | 0.23% | 79 |
|
|
2025
Q3 | $21.1M | Sell |
287,096
-9,568
| -3% | -$687K | 0.24% | 81 |
|
|
2025
Q2 | $20.8M | Sell |
296,664
-5,504
| -2% | -$361K | 0.26% | 77 |
|
|
2025
Q1 | $19.5M | Buy |
302,168
+920
| +0.3% | +$61.7K | 0.26% | 80 |
|
|
2024
Q4 | $19.9M | Buy |
301,248
+257,852
| +594% | +$17.5M | 0.24% | 79 |
|
|
2024
Q3 | $2.86M | Sell |
43,396
-884
| -2% | -$55.5K | 0.04% | 205 |
|
|
2024
Q2 | $2.68M | Buy |
44,280
+928
| +2% | +$56.4K | 0.04% | 199 |
|
|
2024
Q1 | $2.71M | Buy |
43,352
+656
| +2% | +$38.8K | 0.04% | 200 |
|
|
2023
Q4 | $2.48M | Buy |
42,696
+2,668
| +7% | +$143K | 0.04% | 208 |
|
|
2023
Q3 | $2.08M | Sell |
40,028
-1,452
| -4% | -$79.6K | 0.04% | 211 |
|
|
2023
Q2 | $2.28M | Buy |
41,480
+4,212
| +11% | +$221K | 0.04% | 210 |
|
|
2023
Q1 | $1.97M | Buy |
37,268
+620
| +2% | +$33K | 0.08% | 95 |
|
|
2022
Q4 | $1.87M | Sell |
36,648
-6,900
| -16% | -$351K | 0.08% | 96 |
|
|
2022
Q3 | $2.05M | Sell |
43,548
-3,744
| -8% | -$196K | 0.1% | 87 |
|
|
2022
Q2 | $2.33M | Sell |
47,292
-10,936
| -19% | -$591K | 0.11% | 87 |
|
|
2022
Q1 | $3.46M | Buy |
58,228
+716
| +1% | +$42K | 0.15% | 73 |
|
|
2021
Q4 | $3.66M | Buy |
57,512
+15,000
| +35% | +$940K | 0.14% | 75 |
|
|
2021
Q3 | $2.52M | Sell |
42,512
-2,264
| -5% | -$137K | 0.13% | 63 |
|
|
2021
Q2 | $2.66M | Buy |
44,776
+244
| +0.5% | +$14.1K | 0.14% | 59 |
|
|
2021
Q1 | $2.46M | Buy |
44,532
+688
| +2% | +$37.3K | 0.16% | 54 |
|
|
2020
Q4 | $2.27M | Sell |
43,844
-708
| -2% | -$34.3K | 0.18% | 56 |
|
|
2020
Q3 | $1.96M | Sell |
44,552
-2,748
| -6% | -$120K | 0.29% | 34 |
|
|
2020
Q2 | $1.94M | Buy |
47,300
+2,012
| +4% | +$77.1K | 0.31% | 33 |
|
|
2020
Q1 | $1.49M | Buy |
45,288
+5,184
| +13% | +$215K | 0.31% | 35 |
|
|
2019
Q4 | $1.79M | Sell |
40,104
-1,332
| -3% | -$57.2K | 0.28% | 31 |
|
|
2019
Q3 | $1.74M | Sell |
41,436
-1,228
| -3% | -$51.3K | 0.29% | 31 |
|
|
2019
Q2 | $1.78M | Sell |
42,664
-812
| -2% | -$33.2K | 0.33% | 31 |
|
|
2019
Q1 | $1.75M | Sell |
43,476
-140
| -0.3% | -$5.38K | 0.33% | 32 |
|
|
2018
Q4 | $1.51M | Buy |
43,616
+944
| +2% | +$35.4K | 0.3% | 33 |
|
|
2018
Q3 | $1.75M | Sell |
42,672
-420
| -1% | -$17.1K | 0.35% | 28 |
|
|
2018
Q2 | $1.7M | Sell |
43,092
-2,184
| -5% | -$85.7K | 0.36% | 27 |
|
|
2018
Q1 | $1.75M | Sell |
45,276
-600
| -1% | -$23.6K | 0.36% | 25 |
|
|
2017
Q4 | $1.77M | Buy |
45,876
+48
| +0.1% | +$1.81K | 0.38% | 24 |
|
|
2017
Q3 | $1.68M | Sell |
45,828
-972
| -2% | -$35.1K | 0.38% | 24 |
|
|
2017
Q2 | $1.67M | Buy |
46,800
+36
| +0.1% | +$1.27K | 0.41% | 23 |
|
|
2017
Q1 | $1.63M | Sell |
46,764
-1,148
| -2% | -$39.4K | 0.41% | 26 |
|
|
2016
Q4 | $1.58M | Sell |
47,912
-280
| -0.6% | -$9.06K | 0.53% | 20 |
|
|
2016
Q3 | $1.56M | Buy |
48,192
+7,020
| +17% | +$225K | 0.52% | 22 |
|
|
2016
Q2 | $1.27M | Sell |
41,172
-8,264
| -17% | -$253K | 0.45% | 24 |
|
|
2016
Q1 | $1.5M | Buy |
49,436
+5,408
| +12% | +$153K | 0.52% | 21 |
|
|
2015
Q4 | $1.32M | Buy |
44,028
+9,392
| +27% | +$286K | 0.52% | 19 |
|
|
2015
Q3 | $1.01M | Buy |
34,636
+3,488
| +11% | +$109K | 0.42% | 22 |
|
|
2015
Q2 | $992K | Buy |
31,148
+852
| +3% | +$27.6K | 0.39% | 26 |
|
|
2015
Q1 | $999K | Sell |
30,296
-896
| -3% | -$28.2K | 0.39% | 28 |
|
|
2014
Q4 | $964K | Sell |
31,192
-332
| -1% | -$10K | 0.37% | 30 |
|
|
2014
Q3 | $925K | Sell |
31,524
-228
| -0.7% | -$6.77K | 0.39% | 29 |
|
|
2014
Q2 | $942K | Sell |
31,752
-1,172
| -4% | -$33.5K | 0.43% | 26 |
|
|
2014
Q1 | $935K | Sell |
32,924
-444
| -1% | -$12.3K | 0.37% | 26 |
|
|
2013
Q4 | $918K | Sell |
33,368
-2,540
| -7% | -$67.6K | 0.35% | 31 |
|
|
2013
Q3 | $920K | Sell |
35,908
-2,424
| -6% | -$60.8K | 0.44% | 24 |
|
|
2013
Q2 | $912K | Buy |
+38,332
| New | +$909K | 0.47% | 24 |
|
Other funds holding VO
