NFP Retirement Inc’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 | $29.8M | Buy |
106,326
+37,238
| +54% | +$10.4M | 1.97% | 11 |
|
|
2025
Q1 | $17.9M | Sell |
69,088
-1,196
| -2% | -$309K | 1.42% | 13 |
|
|
2024
Q4 | $18.6M | Buy |
70,284
+2,451
| +4% | +$647K | 1.47% | 12 |
|
|
2024
Q3 | $17.9M | Sell |
67,833
-4,495
| -6% | -$1.19M | 1.45% | 13 |
|
|
2024
Q2 | $17.5M | Buy |
72,328
+2,502
| +4% | +$606K | 1.47% | 12 |
|
|
2024
Q1 | $17.4M | Buy |
69,826
+5,050
| +8% | +$1.26M | 1.5% | 12 |
|
|
2023
Q4 | $15.1M | Buy |
64,776
+4,770
| +8% | +$1.11M | 2.55% | 9 |
|
|
2023
Q3 | $12.5M | Sell |
60,006
-6,723
| -10% | -$1.4M | 2.39% | 9 |
|
|
2023
Q2 | $14.7M | Buy |
66,729
+4,601
| +7% | +$1.01M | 2.74% | 8 |
|
|
2023
Q1 | $13.1M | Buy |
62,128
+5,740
| +10% | +$1.21M | 2.61% | 8 |
|
|
2022
Q4 | $11.5M | Buy |
56,388
+23,009
| +69% | +$4.69M | 2.52% | 8 |
|
|
2022
Q3 | $6.27M | Buy |
33,379
+14,415
| +76% | +$2.71M | 1.55% | 12 |
|
|
2022
Q2 | $3.74M | Buy |
18,964
+2,165
| +13% | +$426K | 0.95% | 30 |
|
|
2022
Q1 | $4M | Buy |
16,799
+14,652
| +682% | +$3.49M | 0.95% | 30 |
|
|
2021
Q4 | $548K | Sell |
2,147
-125
| -6% | -$31.9K | 0.2% | 80 |
|
|
2021
Q3 | $538K | Buy |
2,272
+5
| +0.2% | +$1.19K | 0.22% | 77 |
|
|
2021
Q2 | $539K | Buy |
2,267
+181
| +9% | +$43K | 0.21% | 78 |
|
|
2021
Q1 | $462K | Buy |
2,086
+123
| +6% | +$27.2K | 0.2% | 77 |
|
|
2020
Q4 | $406K | Buy |
1,963
+815
| +71% | +$169K | 0.25% | 72 |
|
|
2020
Q3 | $202K | Buy |
+1,148
| New | +$202K | 0.13% | 107 |
|
|
2020
Q2 | – | Sell |
-1,523
| Closed | -$200K | – | 104 |
|
|
2020
Q1 | $200K | Buy |
+1,523
| New | +$200K | 0.2% | 79 |
|