OA
Operose 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 | $12.4M | Buy |
44,154
+27,830
| +170% | +$7.79M | 3.48% | 6 |
|
|
2025
Q1 | $4.22M | Buy |
16,324
+8,264
| +103% | +$2.14M | 1.4% | 10 |
|
|
2024
Q4 | $2.13M | Buy |
8,060
+3,463
| +75% | +$915K | 0.73% | 23 |
|
|
2024
Q3 | $1.21M | Buy |
4,597
+4
| +0.1% | +$1.06K | 0.39% | 32 |
|
|
2024
Q2 | $1.11M | Buy |
4,593
+72
| +2% | +$17.4K | 0.39% | 33 |
|
|
2024
Q1 | $1.13M | Buy |
4,521
+1,370
| +43% | +$342K | 0.38% | 31 |
|
|
2023
Q4 | $733K | Buy |
3,151
+1,288
| +69% | +$300K | 0.29% | 38 |
|
|
2023
Q3 | $388K | Buy |
1,863
+1,514
| +434% | +$315K | 0.15% | 63 |
|
|
2023
Q2 | $76.9K | Buy |
349
+277
| +385% | +$61K | 0.03% | 139 |
|
|
2023
Q1 | $15.2K | Buy |
72
+24
| +50% | +$5.05K | 0.01% | 244 |
|
|
2022
Q4 | $9.7K | Buy |
48
+1
| +2% | +$202 | 0.01% | 281 |
|
|
2022
Q3 | $9K | Hold |
47
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $9K | Buy |
+47
| New | +$9K | 0.01% | 246 |
|