Realta Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $172K | Buy |
2,396
+144
| +6% | +$10.7K | 0.06% | 206 |
|
|
2025
Q4 | $163K | Buy |
2,252
+4
| +0.2% | +$291 | 0.05% | 204 |
|
|
2025
Q3 | $165K | Buy |
2,248
+836
| +59% | +$60K | 0.06% | 196 |
|
|
2025
Q2 | $98.7K | Sell |
1,412
-1,016
| -42% | -$66.7K | 0.04% | 202 |
|
|
2025
Q1 | $157K | Buy |
2,428
+60
| +3% | +$4.03K | 0.07% | 184 |
|
|
2024
Q4 | $158K | Buy |
2,368
+576
| +32% | +$39.1K | 0.06% | 199 |
|
|
2024
Q3 | $120K | Sell |
1,792
-10,564
| -85% | -$663K | 0.06% | 207 |
|
|
2024
Q2 | $748K | Sell |
12,356
-588
| -5% | -$35.7K | 0.15% | 155 |
|
|
2024
Q1 | $809K | Sell |
12,944
-312
| -2% | -$18.4K | 0.17% | 144 |
|
|
2023
Q4 | $771K | Sell |
13,256
-6,228
| -32% | -$333K | 0.17% | 142 |
|
|
2023
Q3 | $1.07M | Buy |
19,484
+180
| +0.9% | +$9.87K | 0.25% | 95 |
|
|
2023
Q2 | $1.06M | Sell |
19,304
-436
| -2% | -$22.9K | 0.23% | 101 |
|
|
2023
Q1 | $1.04M | Buy |
19,740
+7,320
| +59% | +$389K | 0.25% | 98 |
|
|
2022
Q4 | $633K | Buy |
12,420
+748
| +6% | +$38.1K | 0.15% | 157 |
|
|
2022
Q3 | $548K | Sell |
11,672
-92
| -0.8% | -$4.81K | 0.14% | 175 |
|
|
2022
Q2 | $587K | Buy |
11,764
+360
| +3% | +$19.5K | 0.14% | 167 |
|
|
2022
Q1 | $678K | Buy |
11,404
+8
| +0.1% | +$469 | 0.14% | 167 |
|
|
2021
Q4 | $726K | Buy |
11,396
+372
| +3% | +$23.3K | 0.16% | 156 |
|
|
2021
Q3 | $653K | Buy |
11,024
+836
| +8% | +$50.5K | 0.15% | 164 |
|
|
2021
Q2 | $604K | Sell |
10,188
-32
| -0.3% | -$1.85K | 0.14% | 178 |
|
|
2021
Q1 | $566K | Buy |
10,220
+1,200
| +13% | +$65.1K | 0.15% | 176 |
|
|
2020
Q4 | $466K | Buy |
9,020
+1,352
| +18% | +$65.5K | 0.13% | 179 |
|
|
2020
Q3 | $338K | Buy |
7,668
+20
| +0.3% | +$872 | 0.11% | 206 |
|
|
2020
Q2 | $313K | Buy |
+7,648
| New | +$293K | 0.1% | 243 |
|
|
2020
Q1 | – | Sell |
-5,568
| Closed | -$242K | – | 1355 |
|
|
2019
Q4 | $242K | Buy |
5,568
+2,056
| +59% | +$88.3K | 0.07% | 300 |
|
|
2019
Q3 | $149K | Sell |
3,512
-1,904
| -35% | -$79.6K | 0.04% | 400 |
|
|
2019
Q2 | $226K | Buy |
5,416
+3,672
| +211% | +$150K | 0.06% | 302 |
|
|
2019
Q1 | $70K | Buy |
+1,744
| New | +$67.1K | 0.03% | 469 |
|
Other funds holding VO
