Pathway Financial Advisors’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 | $34M | Buy |
121,452
+25,729
| +27% | +$7.2M | 4.97% | 4 |
|
|
2025
Q1 | $24.8M | Buy |
95,723
+11,197
| +13% | +$2.9M | 4.46% | 4 |
|
|
2024
Q4 | $22.3M | Buy |
84,526
+1,309
| +2% | +$346K | 5.14% | 4 |
|
|
2024
Q3 | $22M | Buy |
83,217
+4,611
| +6% | +$1.22M | 5.63% | 4 |
|
|
2024
Q2 | $19M | Buy |
78,606
+193
| +0.2% | +$46.7K | 5.14% | 4 |
|
|
2024
Q1 | $19.6M | Buy |
78,413
+1,091
| +1% | +$273K | 5.3% | 4 |
|
|
2023
Q4 | $18M | Buy |
77,322
+3,029
| +4% | +$705K | 5.19% | 4 |
|
|
2023
Q3 | $15.5M | Buy |
74,293
+715
| +1% | +$149K | 5.29% | 4 |
|
|
2023
Q2 | $16.2M | Buy |
73,578
+399
| +0.5% | +$87.8K | 5.28% | 4 |
|
|
2023
Q1 | $15.4M | Buy |
73,179
+1,400
| +2% | +$295K | 5.22% | 4 |
|
|
2022
Q4 | $14.6M | Sell |
71,779
-7,465
| -9% | -$1.52M | 4.52% | 5 |
|
|
2022
Q3 | $14.9M | Buy |
79,244
+4,116
| +5% | +$774K | 5.13% | 4 |
|
|
2022
Q2 | $14.8M | Buy |
75,128
+6,951
| +10% | +$1.37M | 6.16% | 4 |
|
|
2022
Q1 | $16.2M | Buy |
68,177
+955
| +1% | +$227K | 6.07% | 4 |
|
|
2021
Q4 | $15.8M | Buy |
+67,222
| New | +$15.8M | 5.63% | 4 |
|
|
2021
Q1 | $15.5M | Buy |
67,349
+704
| +1% | +$162K | 6.11% | 4 |
|
|
2020
Q4 | $14.4M | Buy |
66,645
+3,171
| +5% | +$687K | 6% | 4 |
|
|
2020
Q3 | $11.3M | Buy |
63,474
+3,000
| +5% | +$534K | 4.37% | 6 |
|
|
2020
Q2 | $9.91M | Buy |
60,474
+5,090
| +9% | +$834K | 2.98% | 6 |
|
|
2020
Q1 | $6.89M | Sell |
55,384
-1,608
| -3% | -$200K | 2.3% | 7 |
|
|
2019
Q4 | $10.4M | Sell |
56,992
-2,694
| -5% | -$493K | 2.95% | 5 |
|
|
2019
Q3 | $10.2M | Sell |
59,686
-1,591
| -3% | -$273K | 2.93% | 6 |
|
|
2019
Q2 | $10.2M | Buy |
61,277
+697
| +1% | +$117K | 3.02% | 5 |
|
|
2019
Q1 | $9.74M | Buy |
60,580
+4,378
| +8% | +$704K | 3.03% | 5 |
|
|
2018
Q4 | $7.77M | Sell |
56,202
-35
| -0.1% | -$4.84K | 4.37% | 6 |
|
|
2018
Q3 | $8.04M | Buy |
56,237
+3,094
| +6% | +$442K | 4.47% | 6 |
|
|
2018
Q2 | $8.38M | Buy |
53,143
+752
| +1% | +$119K | 4.92% | 5 |
|
|
2018
Q1 | $8.08M | Buy |
52,391
+1,377
| +3% | +$212K | 4.72% | 5 |
|
|
2017
Q4 | $7.9M | Buy |
+51,014
| New | +$7.9M | 4.56% | 5 |
|