NFP Retirement Inc’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 | $33.4M | Buy |
465,236
+31,088
| +7% | +$2.31M | 2% | 9 |
|
|
2025
Q4 | $31.5M | Buy |
434,148
+1,276
| +0.3% | +$92.8K | 1.92% | 9 |
|
|
2025
Q3 | $31.8M | Buy |
432,872
+7,568
| +2% | +$543K | 2.03% | 10 |
|
|
2025
Q2 | $29.8M | Buy |
425,304
+148,952
| +54% | +$9.78M | 1.97% | 11 |
|
|
2025
Q1 | $17.9M | Sell |
276,352
-4,784
| -2% | -$321K | 1.42% | 13 |
|
|
2024
Q4 | $18.6M | Buy |
281,136
+9,804
| +4% | +$666K | 1.47% | 12 |
|
|
2024
Q3 | $17.9M | Sell |
271,332
-17,980
| -6% | -$1.13M | 1.45% | 13 |
|
|
2024
Q2 | $17.5M | Buy |
289,312
+10,008
| +4% | +$608K | 1.47% | 12 |
|
|
2024
Q1 | $17.4M | Buy |
279,304
+20,200
| +8% | +$1.19M | 1.5% | 12 |
|
|
2023
Q4 | $15.1M | Buy |
259,104
+19,080
| +8% | +$1.02M | 2.55% | 9 |
|
|
2023
Q3 | $12.5M | Sell |
240,024
-26,892
| -10% | -$1.47M | 2.39% | 9 |
|
|
2023
Q2 | $14.7M | Buy |
266,916
+18,404
| +7% | +$965K | 2.74% | 8 |
|
|
2023
Q1 | $13.1M | Buy |
248,512
+22,960
| +10% | +$1.22M | 2.61% | 8 |
|
|
2022
Q4 | $11.5M | Buy |
225,552
+92,036
| +69% | +$4.69M | 2.52% | 8 |
|
|
2022
Q3 | $6.27M | Buy |
133,516
+57,660
| +76% | +$3.01M | 1.55% | 12 |
|
|
2022
Q2 | $3.74M | Buy |
75,856
+8,660
| +13% | +$468K | 0.95% | 30 |
|
|
2022
Q1 | $4M | Buy |
67,196
+58,608
| +682% | +$3.44M | 0.95% | 30 |
|
|
2021
Q4 | $548K | Sell |
8,588
-500
| -6% | -$31.3K | 0.2% | 80 |
|
|
2021
Q3 | $538K | Buy |
9,088
+20
| +0.2% | +$1.21K | 0.22% | 77 |
|
|
2021
Q2 | $539K | Buy |
9,068
+724
| +9% | +$42K | 0.21% | 78 |
|
|
2021
Q1 | $462K | Buy |
8,344
+492
| +6% | +$26.7K | 0.2% | 77 |
|
|
2020
Q4 | $406K | Buy |
7,852
+3,260
| +71% | +$158K | 0.25% | 72 |
|
|
2020
Q3 | $202K | Buy |
+4,592
| New | +$200K | 0.13% | 107 |
|
|
2020
Q2 | – | Sell |
-6,092
| Closed | -$200K | – | 104 |
|
|
2020
Q1 | $200K | Buy |
+6,092
| New | +$252K | 0.2% | 79 |
|
Other funds holding VO
