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NewEdge Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.4M | Buy |
290,919
+15,177
| +6% | +$4.25M | 0.42% | 41 |
|
2025
Q1 | $71.3M | Buy |
275,742
+10,277
| +4% | +$2.66M | 0.42% | 43 |
|
2024
Q4 | $70.1M | Buy |
265,465
+35,113
| +15% | +$9.27M | 0.42% | 40 |
|
2024
Q3 | $60.8M | Buy |
230,352
+5,957
| +3% | +$1.57M | 0.39% | 47 |
|
2024
Q2 | $54.3M | Buy |
224,395
+22,034
| +11% | +$5.33M | 0.4% | 46 |
|
2024
Q1 | $50.6M | Sell |
202,361
-33,435
| -14% | -$8.35M | 0.44% | 41 |
|
2023
Q4 | $54.5M | Buy |
235,796
+9,255
| +4% | +$2.14M | 0.52% | 31 |
|
2023
Q3 | $47.2M | Buy |
226,541
+23,622
| +12% | +$4.92M | 0.52% | 36 |
|
2023
Q2 | $44.7M | Sell |
202,919
-1,126
| -0.6% | -$248K | 0.5% | 37 |
|
2023
Q1 | $42.9M | Sell |
204,045
-10,184
| -5% | -$2.14M | 0.54% | 37 |
|
2022
Q4 | $30.3M | Buy |
214,229
+49,242
| +30% | +$6.96M | 0.82% | 17 |
|
2022
Q3 | $31M | Buy |
164,987
+48,241
| +41% | +$9.07M | 0.51% | 43 |
|
2022
Q2 | $23M | Buy |
116,746
+16,234
| +16% | +$3.2M | 0.38% | 62 |
|
2022
Q1 | $23.9M | Buy |
100,512
+172
| +0.2% | +$40.9K | 0.38% | 58 |
|
2021
Q4 | $25.6M | Buy |
100,340
+38,102
| +61% | +$9.71M | 0.39% | 57 |
|
2021
Q3 | $14.7M | Buy |
62,238
+12,718
| +26% | +$3.01M | 0.36% | 66 |
|
2021
Q2 | $11.8M | Buy |
49,520
+6,387
| +15% | +$1.52M | 0.31% | 77 |
|
2021
Q1 | $9.55M | Buy |
43,133
+265
| +0.6% | +$58.7K | 0.28% | 84 |
|
2020
Q4 | $8.86M | Buy |
42,868
+209
| +0.5% | +$43.2K | 0.29% | 83 |
|
2020
Q3 | $7.52M | Buy |
42,659
+7,305
| +21% | +$1.29M | 0.26% | 95 |
|
2020
Q2 | $5.8M | Buy |
35,354
+2,616
| +8% | +$429K | 0.23% | 101 |
|
2020
Q1 | $4.31M | Buy |
32,738
+4,581
| +16% | +$603K | 0.21% | 113 |
|
2019
Q4 | $5.02M | Buy |
28,157
+572
| +2% | +$102K | 0.2% | 117 |
|
2019
Q3 | $4.62M | Buy |
27,585
+1,955
| +8% | +$328K | 0.21% | 113 |
|
2019
Q2 | $4.28M | Buy |
25,630
+2,486
| +11% | +$416K | 0.26% | 97 |
|
2019
Q1 | $3.72M | Buy |
23,144
+1,030
| +5% | +$166K | 0.24% | 103 |
|
2018
Q4 | $3.06K | Buy |
22,114
+10,654
| +93% | +$1.47K | 0.2% | 110 |
|
2018
Q3 | $1.88M | Buy |
11,460
+917
| +9% | +$151K | 0.14% | 148 |
|
2018
Q2 | $1.66K | Buy |
10,543
+1,221
| +13% | +$193 | 0.15% | 143 |
|
2018
Q1 | $1.41M | Buy |
9,322
+4,179
| +81% | +$630K | 0.16% | 146 |
|
2017
Q4 | $816K | Buy |
+5,143
| New | +$816K | 0.11% | 186 |
|
2017
Q3 | – | Sell |
-445
| Closed | -$63.5K | – | 1101 |
|
2017
Q2 | $63.5K | Buy |
+445
| New | +$63.5K | 0.01% | 493 |
|