Moneta Group Investment 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 | $214M | Buy |
765,000
+111,604
| +17% | +$31.2M | 2.55% | 9 |
|
|
2025
Q1 | $169M | Buy |
653,396
+90,493
| +16% | +$23.4M | 2.33% | 9 |
|
|
2024
Q4 | $149M | Buy |
562,903
+12,601
| +2% | +$3.33M | 2.08% | 12 |
|
|
2024
Q3 | $145M | Buy |
550,302
+23,767
| +5% | +$6.27M | 2.11% | 13 |
|
|
2024
Q2 | $127M | Buy |
526,535
+18,543
| +4% | +$4.49M | 2.04% | 13 |
|
|
2024
Q1 | $127M | Buy |
507,992
+30,642
| +6% | +$7.66M | 2.07% | 12 |
|
|
2023
Q4 | $111M | Buy |
477,350
+28,905
| +6% | +$6.72M | 2.19% | 11 |
|
|
2023
Q3 | $93.4M | Buy |
448,445
+32,101
| +8% | +$6.68M | 2.12% | 11 |
|
|
2023
Q2 | $91.7M | Buy |
416,344
+18,054
| +5% | +$3.97M | 2.03% | 11 |
|
|
2023
Q1 | $84M | Buy |
398,290
+117,252
| +42% | +$24.7M | 2.02% | 11 |
|
|
2022
Q4 | $61.8M | Buy |
281,038
+15,111
| +6% | +$3.33M | 1.69% | 15 |
|
|
2022
Q3 | $50M | Sell |
265,927
-11,440
| -4% | -$2.15M | 1.9% | 12 |
|
|
2022
Q2 | $54.6M | Buy |
277,367
+71,691
| +35% | +$14.1M | 1.87% | 13 |
|
|
2022
Q1 | $48.9M | Buy |
205,676
+15,520
| +8% | +$3.69M | 1.92% | 14 |
|
|
2021
Q4 | $48.4M | Buy |
190,156
+12,073
| +7% | +$3.08M | 1.97% | 14 |
|
|
2021
Q3 | $42.2M | Buy |
178,083
+14,253
| +9% | +$3.37M | 1.94% | 15 |
|
|
2021
Q2 | $38.9M | Buy |
163,830
+18,321
| +13% | +$4.35M | 1.79% | 16 |
|
|
2021
Q1 | $32.2M | Buy |
145,509
+38,332
| +36% | +$8.48M | 1.7% | 17 |
|
|
2020
Q4 | $22.2M | Buy |
107,177
+5,560
| +5% | +$1.15M | 1.59% | 19 |
|
|
2020
Q3 | $17.9M | Buy |
101,617
+2,642
| +3% | +$466K | 1.56% | 21 |
|
|
2020
Q2 | $16.2M | Buy |
98,975
+28,424
| +40% | +$4.66M | 1.54% | 21 |
|
|
2020
Q1 | $9.29M | Buy |
70,551
+32,825
| +87% | +$4.32M | 0.97% | 29 |
|
|
2019
Q4 | $6.72M | Buy |
37,726
+6,073
| +19% | +$1.08M | 0.56% | 39 |
|
|
2019
Q3 | $5.31M | Buy |
31,653
+13,688
| +76% | +$2.29M | 0.5% | 38 |
|
|
2019
Q2 | $3M | Buy |
17,965
+12,646
| +238% | +$2.11M | 0.3% | 61 |
|
|
2019
Q1 | $855K | Buy |
5,319
+29
| +0.5% | +$4.66K | 0.09% | 107 |
|
|
2018
Q4 | $731K | Sell |
5,290
-5,542
| -51% | -$766K | 0.09% | 114 |
|
|
2018
Q3 | $1.78M | Buy |
10,832
+6,921
| +177% | +$1.14M | 0.18% | 81 |
|
|
2018
Q2 | $617K | Buy |
3,911
+919
| +31% | +$145K | 0.07% | 153 |
|
|
2018
Q1 | $461K | Buy |
2,992
+881
| +42% | +$136K | 0.06% | 127 |
|
|
2017
Q4 | $327K | Sell |
2,111
-335
| -14% | -$51.9K | 0.05% | 150 |
|
|
2017
Q3 | $360K | Buy |
+2,446
| New | +$360K | 0.06% | 146 |
|