RSVP

Ramsay Stattman Vela & Price’s Vanguard Mid-Cap ETF VO Stock Holding History

Ramsay Stattman Vela & Price’s Portfolio VO Stock Details VO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Hold	4,973	–	–	0.26%	52
2025 Q1	$1.29M	Buy	4,973 +18	+0.4%	+$4.66K	0.24%	56
2024 Q4	$1.31M	Sell	4,955 -100	-2%	-$26.4K	0.24%	54
2024 Q3	$1.33M	Hold	5,055	–	–	0.25%	54
2024 Q2	$1.22M	Hold	5,055	–	–	0.23%	57
2024 Q1	$1.26M	Hold	5,055	–	–	0.24%	57
2023 Q4	$1.18M	Hold	5,055	–	–	0.24%	59
2023 Q3	$1.05M	Hold	5,055	–	–	0.23%	60
2023 Q2	$1.11M	Hold	5,055	–	–	0.23%	62
2023 Q1	$1.07M	Hold	5,055	–	–	0.23%	64
2022 Q4	$1.03M	Hold	5,055	–	–	0.23%	64
2022 Q3	$950K	Hold	5,055	–	–	0.24%	66
2022 Q2	$996K	Hold	5,055	–	–	0.22%	66
2022 Q1	$1.2M	Hold	5,055	–	–	0.23%	70
2021 Q4	$1.29M	Hold	5,055	–	–	0.29%	48
2021 Q3	$1.2M	Hold	5,055	–	–	0.3%	47
2021 Q2	$1.2M	Sell	5,055 -500	-9%	-$119K	0.3%	48
2021 Q1	$1.23M	Hold	5,555	–	–	0.33%	46
2020 Q4	$1.15M	Sell	5,555 -1,000	-15%	-$207K	0.32%	44
2020 Q3	$1.16M	Hold	6,555	–	–	0.36%	43
2020 Q2	$1.07M	Hold	6,555	–	–	0.37%	44
2020 Q1	$863K	Hold	6,555	–	–	0.34%	43
2019 Q4	$1.17M	Hold	6,555	–	–	0.37%	42
2019 Q3	$1.1M	Hold	6,555	–	–	0.38%	39
2019 Q2	$1.1M	Hold	6,555	–	–	0.39%	39
2019 Q1	$1.05M	Hold	6,555	–	–	0.38%	39
2018 Q4	$906K	Hold	6,555	–	–	0.38%	39
2018 Q3	$1.08M	Hold	6,555	–	–	0.39%	39
2018 Q2	$1.03M	Hold	6,555	–	–	0.41%	39
2018 Q1	$1.01M	Buy	6,555 +55	+0.8%	+$8.48K	0.41%	39
2017 Q4	$1.01M	Hold	6,500	–	–	0.4%	38
2017 Q3	$956K	Hold	6,500	–	–	0.4%	40
2017 Q2	$926K	Hold	6,500	–	–	0.4%	38
2017 Q1	$905K	Sell	6,500 -1,500	-19%	-$209K	0.41%	38
2016 Q4	$1.05M	Hold	8,000	–	–	0.5%	36
2016 Q3	$1.04M	Hold	8,000	–	–	0.5%	35
2016 Q2	$989K	Hold	8,000	–	–	0.49%	35
2016 Q1	$970K	Hold	8,000	–	–	0.5%	35
2015 Q4	$961K	Hold	8,000	–	–	0.48%	37
2015 Q3	$933K	Hold	8,000	–	–	0.48%	37
2015 Q2	$1.02M	Hold	8,000	–	–	0.5%	36
2015 Q1	$1.06M	Hold	8,000	–	–	0.51%	37
2014 Q4	$988K	Buy	+8,000	New	+$988K	0.46%	39