MYCIO Wealth Partners’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 | $207K | Buy |
2,876
+4
| +0.1% | +$297 | 0.04% | 45 |
|
|
2025
Q4 | $208K | Buy |
2,872
+4
| +0.1% | +$291 | 0.04% | 42 |
|
|
2025
Q3 | $211K | Buy |
2,868
+4
| +0.1% | +$287 | 0.05% | 42 |
|
|
2025
Q2 | $200K | Buy |
2,864
+836
| +41% | +$54.9K | 0.05% | 43 |
|
|
2025
Q1 | $131K | Hold |
2,028
| – | – | 0.03% | 47 |
|
|
2024
Q4 | $134K | Hold |
2,028
| – | – | 0.03% | 46 |
|
|
2024
Q3 | $134K | Hold |
2,028
| – | – | 0.03% | 43 |
|
|
2024
Q2 | $123K | Hold |
2,028
| – | – | 0.03% | 43 |
|
|
2024
Q1 | $127K | Hold |
2,028
| – | – | 0.03% | 44 |
|
|
2023
Q4 | $118K | Hold |
2,028
| – | – | 0.03% | 43 |
|
|
2023
Q3 | $106K | Hold |
2,028
| – | – | 0.03% | 43 |
|
|
2023
Q2 | $112K | Hold |
2,028
| – | – | 0.04% | 41 |
|
|
2023
Q1 | $107K | Hold |
2,028
| – | – | 0.04% | 42 |
|
|
2022
Q4 | $103K | Hold |
2,028
| – | – | 0.03% | 48 |
|
|
2022
Q3 | $95K | Hold |
2,028
| – | – | 0.04% | 40 |
|
|
2022
Q2 | $100K | Hold |
2,028
| – | – | 0.04% | 38 |
|
|
2022
Q1 | $121K | Hold |
2,028
| – | – | 0.04% | 44 |
|
|
2021
Q4 | $129K | Buy |
+2,028
| New | +$127K | 0.04% | 41 |
|
|
2021
Q3 | – | Sell |
-2,028
| Closed | -$120K | – | 45 |
|
|
2021
Q2 | $120K | Hold |
2,028
| – | – | 0.05% | 39 |
|
|
2021
Q1 | $112K | Hold |
2,028
| – | – | 0.05% | 38 |
|
|
2020
Q4 | $105K | Hold |
2,028
| – | – | 0.06% | 32 |
|
|
2020
Q3 | $89K | Hold |
2,028
| – | – | 0.06% | 28 |
|
|
2020
Q2 | $83K | Buy |
+2,028
| New | +$77.7K | 0.06% | 29 |
|
|
2020
Q1 | – | Sell |
-147,348
| Closed | -$6.56M | – | 385 |
|
|
2019
Q4 | $6.56M | Buy |
147,348
+372
| +0.3% | +$16K | 0.43% | 31 |
|
|
2019
Q3 | $6.16M | Buy |
146,976
+1,452
| +1% | +$60.7K | 0.46% | 30 |
|
|
2019
Q2 | $6.08M | Buy |
145,524
+4,988
| +4% | +$204K | 0.48% | 30 |
|
|
2019
Q1 | $5.65M | Buy |
140,536
+552
| +0.4% | +$21.2K | 0.47% | 30 |
|
|
2018
Q4 | $4.84M | Buy |
139,984
+124,100
| +781% | +$4.66M | 0.45% | 35 |
|
|
2018
Q3 | $652K | Sell |
15,884
-600
| -4% | -$24.5K | 0.06% | 129 |
|
|
2018
Q2 | $650K | Sell |
16,484
-1,904
| -10% | -$74.7K | 0.07% | 131 |
|
|
2018
Q1 | $709K | Sell |
18,388
-1,400
| -7% | -$55.1K | 0.08% | 99 |
|
|
2017
Q4 | $766K | Buy |
19,788
+100
| +0.5% | +$3.77K | 0.08% | 100 |
|
|
2017
Q3 | $724K | Sell |
19,688
-716
| -4% | -$25.8K | 0.08% | 107 |
|
|
2017
Q2 | $727K | Sell |
20,404
-4,108
| -17% | -$145K | 0.09% | 103 |
|
|
2017
Q1 | $853K | Hold |
24,512
| – | – | 0.1% | 94 |
|
|
2016
Q4 | $807K | Buy |
24,512
+11,520
| +89% | +$373K | 0.11% | 85 |
|
|
2016
Q3 | $420K | Buy |
12,992
+2,320
| +22% | +$74.4K | 0.07% | 111 |
|
|
2016
Q2 | $330K | Buy |
10,672
+40
| +0.4% | +$1.22K | 0.06% | 124 |
|
|
2016
Q1 | $322K | Buy |
10,632
+24
| +0.2% | +$679 | 0.06% | 127 |
|
|
2015
Q4 | $319K | Sell |
10,608
-140
| -1% | -$4.27K | 0.06% | 114 |
|
|
2015
Q3 | $314K | Buy |
10,748
+520
| +5% | +$16.2K | 0.06% | 107 |
|
|
2015
Q2 | $326K | Hold |
10,228
| – | – | 0.06% | 110 |
|
|
2015
Q1 | $339K | Hold |
10,228
| – | – | 0.07% | 104 |
|
|
2014
Q4 | $316K | Buy |
10,228
+128
| +1% | +$3.86K | 0.07% | 105 |
|
|
2014
Q3 | $296K | Hold |
10,100
| – | – | 0.07% | 107 |
|
|
2014
Q2 | $300K | Buy |
+10,100
| New | +$288K | 0.07% | 110 |
|
Other funds holding VO
