Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $651M | Buy |
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|
2025
Q2 | $214M | Buy |
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|
2025
Q1 | $169M | Buy |
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|
2024
Q4 | $149M | Buy |
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|
2024
Q3 | $145M | Buy |
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|
2024
Q2 | $127M | Buy |
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|
2024
Q1 | $127M | Buy |
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|
2023
Q4 | $111M | Buy |
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|
2023
Q3 | $93.4M | Buy |
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|
2023
Q2 | $91.7M | Buy |
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|
2023
Q1 | $84M | Buy |
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|
2022
Q4 | $61.8M | Buy |
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|
2022
Q3 | $50M | Sell |
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|
2022
Q2 | $54.6M | Buy |
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|
2022
Q1 | $48.9M | Buy |
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|
2021
Q4 | $48.4M | Buy |
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|
2021
Q3 | $42.2M | Buy |
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|
2021
Q2 | $38.9M | Buy |
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|
2021
Q1 | $32.2M | Buy |
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|
2020
Q4 | $22.2M | Buy |
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|
2020
Q3 | $17.9M | Buy |
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|
2020
Q2 | $16.2M | Buy |
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|
2020
Q1 | $9.29M | Buy |
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|
2019
Q4 | $6.72M | Buy |
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|
2019
Q3 | $5.3M | Buy |
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|
2019
Q2 | $3M | Buy |
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|
2019
Q1 | $855K | Buy |
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|
2018
Q4 | $731K | Sell |
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|
2018
Q3 | $1.78M | Buy |
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|
2018
Q2 | $617K | Buy |
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|
2018
Q1 | $461K | Buy |
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|
2017
Q4 | $327K | Sell |
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|
2017
Q3 | $360K | Buy |
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