Naples Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $486K | Hold |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $687K | Hold |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $644K | Hold |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $410K | Hold |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $374K | Buy |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $218K | Buy |
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