Prospera Financial Services’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 | $12.4M | Buy |
44,355
+12,742
| +40% | +$3.57M | 0.23% | 97 |
|
2025
Q1 | $8.18M | Sell |
31,613
-3,479
| -10% | -$900K | 0.19% | 123 |
|
2024
Q4 | $9.28M | Buy |
35,092
+450
| +1% | +$119K | 0.22% | 105 |
|
2024
Q3 | $9.15M | Sell |
34,642
-639
| -2% | -$169K | 0.23% | 93 |
|
2024
Q2 | $8.55M | Buy |
35,281
+671
| +2% | +$163K | 0.24% | 94 |
|
2024
Q1 | $8.65M | Buy |
34,610
+2,720
| +9% | +$680K | 0.26% | 84 |
|
2023
Q4 | $7.42M | Buy |
31,890
+2,216
| +7% | +$516K | 0.25% | 91 |
|
2023
Q3 | $6.18M | Buy |
29,674
+1,853
| +7% | +$386K | 0.24% | 97 |
|
2023
Q2 | $6.13M | Buy |
27,821
+295
| +1% | +$65K | 0.23% | 99 |
|
2023
Q1 | $5.81M | Buy |
27,526
+777
| +3% | +$164K | 0.24% | 106 |
|
2022
Q4 | $5.45M | Sell |
26,749
-875
| -3% | -$178K | 0.27% | 89 |
|
2022
Q3 | $5.2M | Sell |
27,624
-238
| -0.9% | -$44.8K | 0.27% | 83 |
|
2022
Q2 | $5.49M | Sell |
27,862
-330
| -1% | -$65.1K | 0.28% | 75 |
|
2022
Q1 | $6.71M | Buy |
28,192
+4,306
| +18% | +$1.03M | 0.28% | 71 |
|
2021
Q4 | $6.09M | Buy |
23,886
+4,778
| +25% | +$1.22M | 0.26% | 85 |
|
2021
Q3 | $4.53M | Buy |
19,108
+1,427
| +8% | +$338K | 0.23% | 104 |
|
2021
Q2 | $4.2M | Buy |
17,681
+2,207
| +14% | +$525K | 0.21% | 117 |
|
2021
Q1 | $3.43M | Buy |
15,474
+3,197
| +26% | +$709K | 0.2% | 119 |
|
2020
Q4 | $2.54M | Buy |
12,277
+11,797
| +2,458% | +$2.44M | 0.18% | 142 |
|
2020
Q3 | $85K | Sell |
480
-8,700
| -95% | -$1.54M | 0.03% | 454 |
|
2020
Q2 | $1.51M | Sell |
9,180
-631
| -6% | -$103K | 0.13% | 194 |
|
2020
Q1 | $1.29M | Sell |
9,811
-706
| -7% | -$93K | 0.14% | 179 |
|
2019
Q4 | $1.87M | Buy |
10,517
+434
| +4% | +$77.3K | 0.14% | 180 |
|
2019
Q3 | $1.69M | Buy |
10,083
+7,704
| +324% | +$1.29M | 0.17% | 121 |
|
2019
Q2 | $400K | Sell |
2,379
-480
| -17% | -$80.7K | 0.04% | 332 |
|
2019
Q1 | $471K | Buy |
+2,859
| New | +$471K | 0.16% | 178 |
|
2018
Q2 | – | Sell |
-2,785
| Closed | -$429K | – | 475 |
|
2018
Q1 | $429K | Buy |
+2,785
| New | +$429K | 0.06% | 266 |
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$259K | – | 420 |
|
2016
Q3 | $259K | Buy |
+2,000
| New | +$259K | 0.05% | 297 |
|