RFM
Royal Fund Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
6,410
+119
| +2% | +$33.3K | 0.18% | 136 |
|
|
2025
Q1 | $1.64M | Buy |
6,291
+160
| +3% | +$41.8K | 0.18% | 137 |
|
|
2024
Q4 | $1.64M | Sell |
6,131
-6,033
| -50% | -$1.61M | 0.15% | 130 |
|
|
2024
Q3 | $3.24M | Buy |
12,164
+6,186
| +103% | +$1.65M | 0.19% | 112 |
|
|
2024
Q2 | $1.46M | Sell |
5,978
-28,424
| -83% | -$6.94M | 0.12% | 139 |
|
|
2024
Q1 | $8.6M | Buy |
34,402
+245
| +0.7% | +$61.3K | 0.85% | 25 |
|
|
2023
Q4 | $7.95M | Sell |
34,157
-146
| -0.4% | -$34K | 0.88% | 26 |
|
|
2023
Q3 | $7.14M | Buy |
34,303
+246
| +0.7% | +$51.2K | 0.97% | 28 |
|
|
2023
Q2 | $7.5M | Buy |
34,057
+162
| +0.5% | +$35.7K | 0.93% | 23 |
|
|
2023
Q1 | $7.15M | Sell |
33,895
-2,050
| -6% | -$432K | 1.02% | 23 |
|
|
2022
Q4 | $7.33M | Buy |
35,945
+1,751
| +5% | +$357K | 1.17% | 21 |
|
|
2022
Q3 | $6.43M | Sell |
34,194
-5,289
| -13% | -$994K | 1.17% | 20 |
|
|
2022
Q2 | $7.78M | Sell |
39,483
-1,156
| -3% | -$228K | 1.29% | 17 |
|
|
2022
Q1 | $9.67M | Buy |
40,639
+4,803
| +13% | +$1.14M | 1.4% | 17 |
|
|
2021
Q4 | $9.13M | Buy |
35,836
+254
| +0.7% | +$64.7K | 1.31% | 18 |
|
|
2021
Q3 | $8.42M | Sell |
35,582
-1,421
| -4% | -$336K | 1.23% | 13 |
|
|
2021
Q2 | $8.78M | Buy |
37,003
+1,497
| +4% | +$355K | 1.45% | 15 |
|
|
2021
Q1 | $7.86M | Buy |
35,506
+2,182
| +7% | +$483K | 1.44% | 17 |
|
|
2020
Q4 | $6.89M | Buy |
33,324
+793
| +2% | +$164K | 1.46% | 15 |
|
|
2020
Q3 | $5.73M | Buy |
32,531
+19,772
| +155% | +$3.48M | 1.47% | 14 |
|
|
2020
Q2 | $2.09M | Sell |
12,759
-13,299
| -51% | -$2.18M | 0.74% | 60 |
|
|
2020
Q1 | $3.43M | Sell |
26,058
-17,544
| -40% | -$2.31M | 1.4% | 14 |
|
|
2019
Q4 | $7.77M | Buy |
43,602
+2,004
| +5% | +$357K | 1.98% | 12 |
|
|
2019
Q3 | $6.97M | Buy |
41,598
+3,254
| +8% | +$545K | 1.94% | 15 |
|
|
2019
Q2 | $6.41M | Buy |
38,344
+5,781
| +18% | +$966K | 1.9% | 16 |
|
|
2019
Q1 | $5.23M | Buy |
32,563
+5,608
| +21% | +$901K | 1.67% | 20 |
|
|
2018
Q4 | $3.72M | Buy |
26,955
+3,526
| +15% | +$487K | 1.51% | 25 |
|
|
2018
Q3 | $3.85M | Buy |
23,429
+708
| +3% | +$116K | 1.2% | 34 |
|
|
2018
Q2 | $3.58M | Buy |
22,721
+4,865
| +27% | +$767K | 1.18% | 34 |
|
|
2018
Q1 | $2.75M | Sell |
17,856
-390
| -2% | -$60.1K | 1.01% | 33 |
|
|
2017
Q4 | $2.82M | Buy |
18,246
+96
| +0.5% | +$14.9K | 1.01% | 33 |
|
|
2017
Q3 | $2.67M | Buy |
18,150
+5,344
| +42% | +$786K | 1.06% | 35 |
|
|
2017
Q2 | $1.83M | Buy |
12,806
+2,998
| +31% | +$427K | 0.77% | 34 |
|
|
2017
Q1 | $1.37M | Buy |
9,808
+6,477
| +194% | +$901K | 0.66% | 31 |
|
|
2016
Q4 | $438K | Buy |
+3,331
| New | +$438K | 0.24% | 45 |
|