Nadler Financial Group’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 | $76.8M | Buy |
274,550
+3,501
| +1% | +$980K | 7.87% | 2 |
|
|
2025
Q1 | $70.1M | Buy |
271,049
+4,871
| +2% | +$1.26M | 7.76% | 3 |
|
|
2024
Q4 | $70.3M | Buy |
266,178
+2,403
| +0.9% | +$635K | 7.41% | 3 |
|
|
2024
Q3 | $69.6M | Buy |
263,775
+2,501
| +1% | +$660K | 7.67% | 3 |
|
|
2024
Q2 | $63.3M | Buy |
261,274
+5,239
| +2% | +$1.27M | 7.43% | 3 |
|
|
2024
Q1 | $64M | Buy |
256,035
+173
| +0.1% | +$43.2K | 7.89% | 3 |
|
|
2023
Q4 | $59.5M | Buy |
255,862
+6,273
| +3% | +$1.46M | 8.02% | 3 |
|
|
2023
Q3 | $52M | Buy |
249,589
+1,775
| +0.7% | +$370K | 7.87% | 3 |
|
|
2023
Q2 | $54.6M | Buy |
247,814
+858
| +0.3% | +$189K | 7.98% | 2 |
|
|
2023
Q1 | $52.1M | Buy |
246,956
+6,958
| +3% | +$1.47M | 8.29% | 2 |
|
|
2022
Q4 | $48.9M | Buy |
239,998
+19,882
| +9% | +$4.05M | 8.54% | 2 |
|
|
2022
Q3 | $41.4M | Buy |
220,116
+12,591
| +6% | +$2.37M | 7.87% | 3 |
|
|
2022
Q2 | $40.9M | Buy |
207,525
+4,745
| +2% | +$935K | 7.52% | 3 |
|
|
2022
Q1 | $48.2M | Sell |
202,780
-3,270
| -2% | -$778K | 7.56% | 3 |
|
|
2021
Q4 | $52.5M | Buy |
206,050
+2,510
| +1% | +$639K | 7.76% | 2 |
|
|
2021
Q3 | $48.2M | Buy |
203,540
+82
| +0% | +$19.4K | 7.86% | 2 |
|
|
2021
Q2 | $48.3M | Buy |
203,458
+7,042
| +4% | +$1.67M | 7.91% | 2 |
|
|
2021
Q1 | $43.5M | Buy |
196,416
+7,557
| +4% | +$1.67M | 7.77% | 3 |
|
|
2020
Q4 | $39.1M | Buy |
188,859
+10,069
| +6% | +$2.08M | 7.46% | 2 |
|
|
2020
Q3 | $31.5M | Buy |
178,790
+2,359
| +1% | +$416K | 6.98% | 4 |
|
|
2020
Q2 | $28.9M | Sell |
176,431
-21,485
| -11% | -$3.52M | 7.23% | 4 |
|
|
2020
Q1 | $26.1M | Sell |
197,916
-9,369
| -5% | -$1.23M | 8.01% | 3 |
|
|
2019
Q4 | $36.9M | Buy |
207,285
+5,281
| +3% | +$941K | 9.12% | 2 |
|
|
2019
Q3 | $33.9M | Buy |
202,004
+6,059
| +3% | +$1.02M | 9.43% | 2 |
|
|
2019
Q2 | $32.8M | Buy |
195,945
+3,858
| +2% | +$645K | 9.48% | 2 |
|
|
2019
Q1 | $30.9M | Sell |
192,087
-6,565
| -3% | -$1.06M | 9.84% | 1 |
|
|
2018
Q4 | $27.5M | Sell |
198,652
-5,622
| -3% | -$777K | 9.01% | 3 |
|
|
2018
Q3 | $33.5M | Sell |
204,274
-1,445
| -0.7% | -$237K | 9.07% | 2 |
|
|
2018
Q2 | $32.4M | Buy |
205,719
+7,821
| +4% | +$1.23M | 9.18% | 2 |
|
|
2018
Q1 | $30.5M | Sell |
197,898
-6,471
| -3% | -$998K | 9.4% | 3 |
|
|
2017
Q4 | $31.6M | Buy |
204,369
+2,242
| +1% | +$347K | 9.65% | 3 |
|
|
2017
Q3 | $29.7M | Buy |
202,127
+213
| +0.1% | +$31.3K | 9.79% | 3 |
|
|
2017
Q2 | $28.8M | Buy |
201,914
+1,802
| +0.9% | +$257K | 9.8% | 3 |
|
|
2017
Q1 | $27.9M | Sell |
200,112
-102
| -0.1% | -$14.2K | 9.72% | 3 |
|
|
2016
Q4 | $26.4M | Buy |
200,214
+4,410
| +2% | +$580K | 9.77% | 3 |
|
|
2016
Q3 | $25.3M | Buy |
195,804
+13,722
| +8% | +$1.78M | 9.98% | 3 |
|
|
2016
Q2 | $22.5M | Buy |
182,082
+1,654
| +0.9% | +$204K | 9.5% | 3 |
|
|
2016
Q1 | $21.9M | Sell |
180,428
-11,374
| -6% | -$1.38M | 9.57% | 3 |
|
|
2015
Q4 | $23M | Sell |
191,802
-1,489
| -0.8% | -$179K | 10.4% | 3 |
|
|
2015
Q3 | $22.6M | Buy |
193,291
+31,762
| +20% | +$3.71M | 11.28% | 3 |
|
|
2015
Q2 | $20.6M | Buy |
161,529
+30,012
| +23% | +$3.82M | 9.72% | 3 |
|
|
2015
Q1 | $17.5M | Buy |
131,517
+18,352
| +16% | +$2.44M | 8.39% | 4 |
|
|
2014
Q4 | $14M | Buy |
+113,165
| New | +$14M | 7.24% | 5 |
|