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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $714M | Buy |
39,787,332
+30,357,712
| +322% | +$2.26B | 5.37% | 3 |
|
|
2025
Q4 | $684M | Buy |
9,429,620
+562,064
| +6% | +$40.9M | 5.18% | 4 |
|
|
2025
Q3 | $651M | Buy |
8,867,556
+5,807,556
| +190% | +$417M | 5.17% | 5 |
|
|
2025
Q2 | $214M | Buy |
3,060,000
+446,416
| +17% | +$29.3M | 2.55% | 9 |
|
|
2025
Q1 | $169M | Buy |
2,613,584
+361,972
| +16% | +$24.3M | 2.33% | 9 |
|
|
2024
Q4 | $149M | Buy |
2,251,612
+50,404
| +2% | +$3.42M | 2.08% | 12 |
|
|
2024
Q3 | $145M | Buy |
2,201,208
+95,068
| +5% | +$5.97M | 2.11% | 13 |
|
|
2024
Q2 | $127M | Buy |
2,106,140
+74,172
| +4% | +$4.51M | 2.04% | 13 |
|
|
2024
Q1 | $127M | Buy |
2,031,968
+122,568
| +6% | +$7.24M | 2.07% | 12 |
|
|
2023
Q4 | $111M | Buy |
1,909,400
+115,620
| +6% | +$6.18M | 2.19% | 11 |
|
|
2023
Q3 | $93.4M | Buy |
1,793,780
+128,404
| +8% | +$7.04M | 2.12% | 11 |
|
|
2023
Q2 | $91.7M | Buy |
1,665,376
+72,216
| +5% | +$3.79M | 2.03% | 11 |
|
|
2023
Q1 | $84M | Buy |
1,593,160
+469,008
| +42% | +$25M | 2.02% | 11 |
|
|
2022
Q4 | $61.8M | Buy |
1,124,152
+60,444
| +6% | +$3.08M | 1.69% | 15 |
|
|
2022
Q3 | $50M | Sell |
1,063,708
-45,760
| -4% | -$2.39M | 1.9% | 12 |
|
|
2022
Q2 | $54.6M | Buy |
1,109,468
+286,764
| +35% | +$15.5M | 1.87% | 13 |
|
|
2022
Q1 | $48.9M | Buy |
822,704
+62,080
| +8% | +$3.64M | 1.92% | 14 |
|
|
2021
Q4 | $48.4M | Buy |
760,624
+48,292
| +7% | +$3.03M | 1.97% | 14 |
|
|
2021
Q3 | $42.2M | Buy |
712,332
+57,012
| +9% | +$3.45M | 1.94% | 15 |
|
|
2021
Q2 | $38.9M | Buy |
655,320
+73,284
| +13% | +$4.25M | 1.79% | 16 |
|
|
2021
Q1 | $32.2M | Buy |
582,036
+153,328
| +36% | +$8.32M | 1.7% | 17 |
|
|
2020
Q4 | $22.2M | Buy |
428,708
+22,240
| +5% | +$1.08M | 1.59% | 19 |
|
|
2020
Q3 | $17.9M | Buy |
406,468
+10,568
| +3% | +$461K | 1.56% | 21 |
|
|
2020
Q2 | $16.2M | Buy |
395,900
+113,696
| +40% | +$4.36M | 1.54% | 21 |
|
|
2020
Q1 | $9.29M | Buy |
282,204
+131,300
| +87% | +$5.44M | 0.97% | 29 |
|
|
2019
Q4 | $6.72M | Buy |
150,904
+24,292
| +19% | +$1.04M | 0.56% | 39 |
|
|
2019
Q3 | $5.3M | Buy |
126,612
+54,752
| +76% | +$2.29M | 0.5% | 38 |
|
|
2019
Q2 | $3M | Buy |
71,860
+50,584
| +238% | +$2.07M | 0.3% | 61 |
|
|
2019
Q1 | $855K | Buy |
21,276
+116
| +0.5% | +$4.46K | 0.09% | 107 |
|
|
2018
Q4 | $731K | Sell |
21,160
-22,168
| -51% | -$832K | 0.09% | 114 |
|
|
2018
Q3 | $1.78M | Buy |
43,328
+27,684
| +177% | +$1.13M | 0.18% | 81 |
|
|
2018
Q2 | $617K | Buy |
15,644
+3,676
| +31% | +$144K | 0.07% | 153 |
|
|
2018
Q1 | $461K | Buy |
11,968
+3,524
| +42% | +$139K | 0.06% | 130 |
|
|
2017
Q4 | $327K | Sell |
8,444
-1,340
| -14% | -$50.6K | 0.05% | 153 |
|
|
2017
Q3 | $360K | Buy |
+9,784
| New | +$353K | 0.06% | 146 |
|
Other funds holding VO
