Mutual Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Mutual Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.63M	Buy	22,894 +4,436	+24%	+$1.29M	0.17%	131
2025 Q1	$4.68M	Sell	18,458 -388	-2%	-$98.4K	0.13%	155
2024 Q4	$5.13M	Sell	18,846 -1,671	-8%	-$455K	0.15%	132
2024 Q3	$5.46M	Sell	20,517 -677	-3%	-$180K	0.16%	122
2024 Q2	$5.28M	Sell	21,194 -514	-2%	-$128K	0.16%	135
2024 Q1	$5.42M	Sell	21,708 -1,582	-7%	-$395K	0.17%	115
2023 Q4	$5.42M	Sell	23,290 -31,281	-57%	-$7.28M	0.19%	116
2023 Q3	$11.4M	Buy	54,571 +27,633	+103%	+$5.75M	0.44%	33
2023 Q2	$5.93M	Buy	26,938 +4,477	+20%	+$986K	0.23%	91
2023 Q1	$4.74M	Sell	22,461 -115	-0.5%	-$24.3K	0.19%	103
2022 Q4	$4.6M	Sell	22,576 -1,412	-6%	-$288K	0.21%	103
2022 Q3	$4.51M	Sell	23,988 -948	-4%	-$178K	0.23%	91
2022 Q2	$4.91M	Sell	24,936 -1,056	-4%	-$208K	0.33%	68
2022 Q1	$6.18M	Sell	25,992 -1,506	-5%	-$358K	0.35%	57
2021 Q4	$7.01M	Buy	27,498 +6,724	+32%	+$1.71M	0.37%	52
2021 Q3	$4.92M	Buy	20,774 +2,846	+16%	+$674K	0.29%	74
2021 Q2	$4.26M	Sell	17,928 -789	-4%	-$187K	0.25%	97
2021 Q1	$4.14M	Buy	18,717 +8,274	+79%	+$1.83M	0.28%	82
2020 Q4	$2.16M	Sell	10,443 -188	-2%	-$38.9K	0.16%	146
2020 Q3	$1.87M	Sell	10,631 -5,501	-34%	-$970K	0.16%	152
2020 Q2	$2.64M	Buy	16,132 +10,509	+187%	+$1.72M	0.26%	85
2020 Q1	$740K	Sell	5,623 -3,037	-35%	-$400K	0.1%	214
2019 Q4	$1.54M	Buy	8,660 +1,350	+18%	+$241K	0.16%	151
2019 Q3	$1.23M	Buy	7,310 +69	+1%	+$11.6K	0.16%	154
2019 Q2	$1.21M	Buy	7,241 +870	+14%	+$145K	0.16%	167
2019 Q1	$1.02M	Buy	6,371 +302	+5%	+$48.5K	0.15%	164
2018 Q4	$839K	Sell	6,069 -1,757	-22%	-$243K	0.17%	156
2018 Q3	$1.29M	Buy	7,826 +929	+13%	+$153K	0.2%	130
2018 Q2	$1.09M	Buy	6,897 +103	+2%	+$16.2K	0.25%	124
2018 Q1	$1.05M	Buy	6,794 +601	+10%	+$92.7K	0.27%	122
2017 Q4	$958K	Buy	+6,193	New	+$958K	0.36%	86