Peak Asset Management’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 | $1.82M | Sell |
25,284
-876
| -3% | -$65.1K | 0.32% | 61 |
|
|
2025
Q4 | $1.9M | Sell |
26,160
-468
| -2% | -$34K | 0.32% | 58 |
|
|
2025
Q3 | $1.96M | Sell |
26,628
-420
| -2% | -$30.2K | 0.34% | 54 |
|
|
2025
Q2 | $1.89M | Sell |
27,048
-3,344
| -11% | -$220K | 0.35% | 54 |
|
|
2025
Q1 | $1.96M | Sell |
30,392
-9,056
| -23% | -$608K | 0.37% | 52 |
|
|
2024
Q4 | $2.6M | Sell |
39,448
-1,004
| -2% | -$68.2K | 0.48% | 42 |
|
|
2024
Q3 | $2.67M | Sell |
40,452
-1,740
| -4% | -$109K | 0.5% | 42 |
|
|
2024
Q2 | $2.55M | Sell |
42,192
-4,076
| -9% | -$248K | 0.5% | 43 |
|
|
2024
Q1 | $2.89M | Sell |
46,268
-2,312
| -5% | -$137K | 0.57% | 42 |
|
|
2023
Q4 | $2.83M | Buy |
48,580
+1,484
| +3% | +$79.3K | 0.62% | 41 |
|
|
2023
Q3 | $2.45M | Buy |
47,096
+992
| +2% | +$54.4K | 0.59% | 43 |
|
|
2023
Q2 | $2.54M | Buy |
46,104
+1,572
| +4% | +$82.4K | 0.59% | 43 |
|
|
2023
Q1 | $2.35M | Buy |
44,532
+13,616
| +44% | +$724K | 0.57% | 42 |
|
|
2022
Q4 | $1.58M | Buy |
30,916
+1,648
| +6% | +$83.9K | 0.41% | 56 |
|
|
2022
Q3 | $1.38M | Buy |
29,268
+5,824
| +25% | +$304K | 0.39% | 56 |
|
|
2022
Q2 | $1.15M | Sell |
23,444
-7,004
| -23% | -$378K | 0.32% | 63 |
|
|
2022
Q1 | $1.81M | Buy |
30,448
+1,500
| +5% | +$88K | 0.42% | 47 |
|
|
2021
Q4 | $1.84M | Buy |
28,948
+2,404
| +9% | +$151K | 0.43% | 47 |
|
|
2021
Q3 | $1.57M | Buy |
26,544
+4,120
| +18% | +$249K | 0.39% | 46 |
|
|
2021
Q2 | $1.33M | Buy |
22,424
+8,812
| +65% | +$511K | 0.33% | 54 |
|
|
2021
Q1 | $753K | Buy |
13,612
+4,080
| +43% | +$221K | 0.18% | 81 |
|
|
2020
Q4 | $493K | Buy |
9,532
+900
| +10% | +$43.6K | 0.13% | 92 |
|
|
2020
Q3 | $380K | Buy |
8,632
+1,140
| +15% | +$49.7K | 0.11% | 94 |
|
|
2020
Q2 | $307K | Buy |
+7,492
| New | +$287K | 0.1% | 97 |
|
|
2020
Q1 | – | Sell |
-14,324
| Closed | -$638K | – | 137 |
|
|
2019
Q4 | $638K | Sell |
14,324
-360
| -2% | -$15.5K | 0.19% | 67 |
|
|
2019
Q3 | $615K | Sell |
14,684
-376
| -2% | -$15.7K | 0.2% | 66 |
|
|
2019
Q2 | $629K | Sell |
15,060
-864
| -5% | -$35.4K | 0.21% | 70 |
|
|
2019
Q1 | $640K | Sell |
15,924
-1,284
| -7% | -$49.4K | 0.22% | 69 |
|
|
2018
Q4 | $594K | Sell |
17,208
-6,228
| -27% | -$234K | 0.22% | 68 |
|
|
2018
Q3 | $962K | Sell |
23,436
-256
| -1% | -$10.4K | 0.32% | 57 |
|
|
2018
Q2 | $934K | Buy |
23,692
+60
| +0.3% | +$2.35K | 0.34% | 53 |
|
|
2018
Q1 | $911K | Sell |
23,632
-1,328
| -5% | -$52.3K | 0.33% | 53 |
|
|
2017
Q4 | $966K | Sell |
24,960
-748
| -3% | -$28.2K | 0.35% | 51 |
|
|
2017
Q3 | $945K | Sell |
25,708
-1,124
| -4% | -$40.5K | 0.34% | 56 |
|
|
2017
Q2 | $956K | Buy |
26,832
+900
| +3% | +$31.8K | 0.35% | 55 |
|
|
2017
Q1 | $903K | Sell |
25,932
-3,088
| -11% | -$106K | 0.34% | 59 |
|
|
2016
Q4 | $955K | Sell |
29,020
-5,304
| -15% | -$172K | 0.38% | 55 |
|
|
2016
Q3 | $1.11M | Sell |
34,324
-644
| -2% | -$20.7K | 0.47% | 52 |
|
|
2016
Q2 | $1.08M | Buy |
34,968
+156
| +0.4% | +$4.77K | 0.48% | 48 |
|
|
2016
Q1 | $1.05M | Sell |
34,812
-4,532
| -12% | -$128K | 0.5% | 43 |
|
|
2015
Q4 | $1.18M | Sell |
39,344
-6,960
| -15% | -$212K | 0.58% | 38 |
|
|
2015
Q3 | $1.35M | Buy |
46,304
+1,156
| +3% | +$36K | 0.72% | 34 |
|
|
2015
Q2 | $1.44M | Buy |
45,148
+2,932
| +7% | +$95.1K | 0.75% | 33 |
|
|
2015
Q1 | $1.4M | Sell |
42,216
-880
| -2% | -$27.7K | 0.69% | 32 |
|
|
2014
Q4 | $1.33M | Buy |
+43,096
| New | +$1.3M | 0.7% | 34 |
|