Pine Ridge Advisers’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 | $87.8M | Buy |
313,782
+1,250
| +0.4% | +$350K | 5.53% | 3 |
|
2025
Q1 | $80.8M | Buy |
312,532
+134,870
| +76% | +$34.9M | 6.92% | 3 |
|
2024
Q4 | $46.9M | Buy |
177,662
+53,300
| +43% | +$14.1M | 4.17% | 7 |
|
2024
Q3 | $32.8M | Buy |
124,362
+267
| +0.2% | +$70.4K | 3.27% | 7 |
|
2024
Q2 | $30M | Buy |
124,095
+52,416
| +73% | +$12.7M | 3.2% | 7 |
|
2024
Q1 | $17.9M | Buy |
71,679
+1,430
| +2% | +$357K | 2.09% | 9 |
|
2023
Q4 | $16.3M | Buy |
70,249
+2,935
| +4% | +$683K | 2.88% | 6 |
|
2023
Q3 | $14M | Buy |
67,314
+900
| +1% | +$187K | 2.96% | 6 |
|
2023
Q2 | $14.6M | Buy |
66,414
+203
| +0.3% | +$44.7K | 3.23% | 6 |
|
2023
Q1 | $14M | Buy |
66,211
+1,405
| +2% | +$296K | 2.92% | 10 |
|
2022
Q4 | $13.2M | Buy |
64,806
+31,081
| +92% | +$6.33M | 3.5% | 7 |
|
2022
Q3 | $6.34M | Hold |
33,725
| – | – | 1.96% | 10 |
|
2022
Q2 | $6.64M | Hold |
33,725
| – | – | 2.16% | 9 |
|
2022
Q1 | $8.02M | Hold |
33,725
| – | – | 2.18% | 10 |
|
2021
Q4 | $8.59M | Hold |
33,725
| – | – | 2.36% | 12 |
|
2021
Q3 | $7.99M | Hold |
33,725
| – | – | 2.25% | 13 |
|
2021
Q2 | $8.01M | Hold |
33,725
| – | – | 2.69% | 10 |
|
2021
Q1 | $7.46M | Hold |
33,725
| – | – | 2.93% | 10 |
|
2020
Q4 | $6.97M | Buy |
+33,725
| New | +$6.97M | 2.95% | 10 |
|