Prime Capital Investment 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 | $7.51M | Sell |
26,847
-6,206
| -19% | -$1.74M | 0.1% | 154 |
|
2025
Q1 | $8.55M | Buy |
33,053
+737
| +2% | +$191K | 0.1% | 155 |
|
2024
Q4 | $8.54M | Sell |
32,316
-1,016
| -3% | -$268K | 0.12% | 130 |
|
2024
Q3 | $8.79M | Sell |
33,332
-1,525
| -4% | -$402K | 0.13% | 127 |
|
2024
Q2 | $8.44M | Sell |
34,857
-3,319
| -9% | -$804K | 0.13% | 130 |
|
2024
Q1 | $9.54M | Buy |
38,176
+3,329
| +10% | +$832K | 0.13% | 129 |
|
2023
Q4 | $8.11M | Buy |
34,847
+3,093
| +10% | +$720K | 0.12% | 144 |
|
2023
Q3 | $6.61M | Sell |
31,754
-28
| -0.1% | -$5.83K | 0.14% | 126 |
|
2023
Q2 | $7M | Buy |
31,782
+26,077
| +457% | +$5.74M | 0.14% | 127 |
|
2023
Q1 | $1.2M | Sell |
5,705
-12,979
| -69% | -$2.74M | 0.05% | 214 |
|
2022
Q4 | $3.81M | Buy |
18,684
+11,889
| +175% | +$2.42M | 0.14% | 122 |
|
2022
Q3 | $1.28M | Sell |
6,795
-266
| -4% | -$50K | 0.07% | 161 |
|
2022
Q2 | $1.39M | Buy |
7,061
+1,982
| +39% | +$390K | 0.08% | 153 |
|
2022
Q1 | $1.29M | Hold |
5,079
| – | – | 0.07% | 154 |
|
2021
Q4 | $1.29M | Buy |
+5,079
| New | +$1.29M | 0.07% | 158 |
|
2021
Q3 | – | Sell |
-2,820
| Closed | -$669K | – | 389 |
|
2021
Q2 | $669K | Buy |
+2,820
| New | +$669K | 0.04% | 220 |
|
2019
Q4 | – | Sell |
-401
| Closed | -$67K | – | 648 |
|
2019
Q3 | $67K | Buy |
+401
| New | +$67K | 0.01% | 279 |
|
2018
Q3 | – | Sell |
-10
| Closed | -$2K | – | 367 |
|
2018
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 331 |
|