Orion Portfolio Solutions’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
Q1 | $2.79M | Buy |
10,793
+786
| +8% | +$203K | 0.03% | 561 |
|
|
2024
Q4 | $2.64M | Buy |
10,007
+3,093
| +45% | +$817K | 0.03% | 562 |
|
|
2024
Q3 | $1.82M | Buy |
6,914
+1,135
| +20% | +$299K | 0.02% | 740 |
|
|
2024
Q2 | $1.4M | Buy |
5,779
+295
| +5% | +$71.4K | 0.01% | 819 |
|
|
2024
Q1 | $1.37M | Sell |
5,484
-2,033
| -27% | -$508K | 0.01% | 844 |
|
|
2023
Q4 | $1.74M | Sell |
7,517
-3,940
| -34% | -$910K | 0.02% | 707 |
|
|
2023
Q3 | $2.39M | Buy |
11,457
+4,900
| +75% | +$1.02M | 0.03% | 540 |
|
|
2023
Q2 | $1.44M | Sell |
6,557
-1,368
| -17% | -$301K | 0.02% | 796 |
|
|
2023
Q1 | $1.67M | Buy |
7,925
+3,326
| +72% | +$702K | 0.02% | 664 |
|
|
2022
Q4 | $937K | Sell |
4,599
-1,792
| -28% | -$365K | 0.03% | 324 |
|
|
2022
Q3 | $1.2M | Buy |
6,391
+3,279
| +105% | +$616K | 0.05% | 223 |
|
|
2022
Q2 | $613K | Buy |
3,112
+774
| +33% | +$152K | 0.02% | 355 |
|
|
2022
Q1 | $556K | Buy |
2,338
+25
| +1% | +$5.95K | 0.02% | 390 |
|
|
2021
Q4 | $589K | Sell |
2,313
-1,747
| -43% | -$445K | 0.02% | 385 |
|
|
2021
Q3 | $961K | Sell |
4,060
-3,210
| -44% | -$760K | 0.04% | 261 |
|
|
2021
Q2 | $1.73M | Buy |
7,270
+1,987
| +38% | +$472K | 0.07% | 161 |
|
|
2021
Q1 | $1.17M | Buy |
5,283
+2,114
| +67% | +$468K | 0.05% | 183 |
|
|
2020
Q4 | $655K | Buy |
3,169
+380
| +14% | +$78.5K | 0.03% | 256 |
|
|
2020
Q3 | $492K | Buy |
2,789
+549
| +25% | +$96.8K | 0.03% | 271 |
|
|
2020
Q2 | $367K | Sell |
2,240
-830
| -27% | -$136K | 0.02% | 285 |
|
|
2020
Q1 | $404K | Buy |
3,070
+741
| +32% | +$97.5K | 0.03% | 225 |
|
|
2019
Q4 | $415K | Buy |
+2,329
| New | +$415K | 0.03% | 228 |
|