Peoples Financial Services Corp’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 | $1.2M | Buy |
4,276
+173
| +4% | +$48.4K | 0.59% | 48 |
|
|
2025
Q1 | $1.06M | Buy |
4,103
+112
| +3% | +$29K | 0.51% | 59 |
|
|
2024
Q4 | $1.05M | Hold |
3,991
| – | – | 0.49% | 59 |
|
|
2024
Q3 | $1.05M | Buy |
3,991
+398
| +11% | +$105K | 0.48% | 61 |
|
|
2024
Q2 | $870K | Sell |
3,593
-2
| -0.1% | -$484 | 0.39% | 70 |
|
|
2024
Q1 | $898K | Sell |
3,595
-139
| -4% | -$34.7K | 0.39% | 73 |
|
|
2023
Q4 | $869K | Buy |
3,734
+70
| +2% | +$16.3K | 0.38% | 72 |
|
|
2023
Q3 | $763K | Hold |
3,664
| – | – | 0.36% | 74 |
|
|
2023
Q2 | $807K | Buy |
3,664
+1,379
| +60% | +$304K | 0.36% | 73 |
|
|
2023
Q1 | $482K | Buy |
2,285
+109
| +5% | +$23K | 0.23% | 99 |
|
|
2022
Q4 | $443K | Buy |
2,176
+122
| +6% | +$24.9K | 0.21% | 106 |
|
|
2022
Q3 | $386K | Buy |
2,054
+53
| +3% | +$9.96K | 0.2% | 108 |
|
|
2022
Q2 | $394K | Buy |
2,001
+188
| +10% | +$37K | 0.19% | 106 |
|
|
2022
Q1 | $432K | Buy |
1,813
+195
| +12% | +$46.5K | 0.19% | 108 |
|
|
2021
Q4 | $412K | Hold |
1,618
| – | – | 0.16% | 109 |
|
|
2021
Q3 | $383K | Buy |
1,618
+238
| +17% | +$56.3K | 0.16% | 107 |
|
|
2021
Q2 | $328K | Hold |
1,380
| – | – | 0.14% | 117 |
|
|
2021
Q1 | $305K | Hold |
1,380
| – | – | 0.13% | 115 |
|
|
2020
Q4 | $286K | Buy |
1,380
+250
| +22% | +$51.8K | 0.13% | 112 |
|
|
2020
Q3 | $200K | Buy |
1,130
+330
| +41% | +$58.4K | 0.1% | 117 |
|
|
2020
Q2 | $131K | Sell |
800
-300
| -27% | -$49.1K | 0.07% | 125 |
|
|
2020
Q1 | $145K | Hold |
1,100
| – | – | 0.09% | 121 |
|
|
2019
Q4 | $196K | Hold |
1,100
| – | – | 0.09% | 121 |
|
|
2019
Q3 | $184K | Hold |
1,100
| – | – | 0.09% | 121 |
|
|
2019
Q2 | $184K | Sell |
1,100
-100
| -8% | -$16.7K | 0.09% | 119 |
|
|
2019
Q1 | $193K | Hold |
1,200
| – | – | 0.1% | 114 |
|
|
2018
Q4 | $166K | Buy |
1,200
+150
| +14% | +$20.8K | 0.09% | 116 |
|
|
2018
Q3 | $173K | Hold |
1,050
| – | – | 0.09% | 119 |
|
|
2018
Q2 | $165K | Buy |
1,050
+75
| +8% | +$11.8K | 0.09% | 115 |
|
|
2018
Q1 | $151K | Hold |
975
| – | – | 0.09% | 119 |
|
|
2017
Q4 | $151K | Hold |
975
| – | – | 0.08% | 120 |
|
|
2017
Q3 | $144K | Hold |
975
| – | – | 0.08% | 120 |
|
|
2017
Q2 | $139K | Hold |
975
| – | – | 0.08% | 122 |
|
|
2017
Q1 | $136K | Hold |
975
| – | – | 0.08% | 121 |
|
|
2016
Q4 | $120K | Hold |
975
| – | – | 0.07% | 116 |
|
|
2016
Q3 | $126K | Hold |
975
| – | – | 0.08% | 112 |
|
|
2016
Q2 | $120K | Hold |
975
| – | – | 0.07% | 116 |
|
|
2016
Q1 | $118K | Hold |
975
| – | – | 0.07% | 114 |
|
|
2015
Q4 | $117K | Hold |
975
| – | – | 0.08% | 113 |
|
|
2015
Q3 | $114K | Hold |
975
| – | – | 0.08% | 111 |
|
|
2015
Q2 | $124K | Sell |
975
-11
| -1% | -$1.4K | 0.08% | 108 |
|
|
2015
Q1 | $131K | Hold |
986
| – | – | 0.09% | 107 |
|
|
2014
Q4 | $121K | Hold |
986
| – | – | 0.08% | 112 |
|
|
2014
Q3 | $116K | Sell |
986
-50
| -5% | -$5.88K | 0.08% | 108 |
|
|
2014
Q2 | $122K | Sell |
1,036
-25
| -2% | -$2.94K | 0.08% | 115 |
|
|
2014
Q1 | $120K | Sell |
1,061
-150
| -12% | -$17K | 0.09% | 115 |
|
|
2013
Q4 | $133K | Buy |
+1,211
| New | +$133K | 0.09% | 117 |
|