Searcy 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 | $27.3M | Buy |
97,599
+1,119
| +1% | +$313K | 11.1% | 2 |
|
|
2025
Q1 | $25M | Buy |
96,480
+1,924
| +2% | +$498K | 10.8% | 2 |
|
|
2024
Q4 | $25M | Sell |
94,556
-515
| -0.5% | -$136K | 11.53% | 2 |
|
|
2024
Q3 | $25.1M | Buy |
95,071
+1,277
| +1% | +$337K | 11.77% | 2 |
|
|
2024
Q2 | $22.7M | Buy |
93,794
+1,315
| +1% | +$318K | 11.33% | 2 |
|
|
2024
Q1 | $23.1M | Buy |
92,479
+1,130
| +1% | +$282K | 11.76% | 2 |
|
|
2023
Q4 | $21.3M | Buy |
91,349
+1,160
| +1% | +$270K | 11.79% | 3 |
|
|
2023
Q3 | $18.8M | Buy |
90,189
+1,552
| +2% | +$323K | 11.35% | 4 |
|
|
2023
Q2 | $19.5M | Buy |
88,637
+907
| +1% | +$200K | 11.33% | 3 |
|
|
2023
Q1 | $18.5M | Buy |
87,730
+299
| +0.3% | +$63.1K | 11.41% | 4 |
|
|
2022
Q4 | $17.8M | Buy |
87,431
+1,369
| +2% | +$279K | 10.36% | 4 |
|
|
2022
Q3 | $16.2M | Buy |
86,062
+1,375
| +2% | +$258K | 10.25% | 4 |
|
|
2022
Q2 | $16.7M | Buy |
84,687
+2,080
| +3% | +$410K | 10.35% | 4 |
|
|
2022
Q1 | $19.6M | Sell |
82,607
-35,837
| -30% | -$8.52M | 11.53% | 3 |
|
|
2021
Q4 | $30.2M | Buy |
118,444
+1,194
| +1% | +$304K | 13.51% | 1 |
|
|
2021
Q3 | $27.8M | Buy |
117,250
+31,291
| +36% | +$7.41M | 16.96% | 1 |
|
|
2021
Q2 | $20.4M | Sell |
85,959
-585
| -0.7% | -$139K | 12.36% | 1 |
|
|
2021
Q1 | $19.2M | Sell |
86,544
-2,182
| -2% | -$483K | 12.14% | 1 |
|
|
2020
Q4 | $18.3M | Sell |
88,726
-614
| -0.7% | -$127K | 10.96% | 2 |
|
|
2020
Q3 | $15.7M | Buy |
89,340
+890
| +1% | +$157K | 11.78% | 1 |
|
|
2020
Q2 | $14.5M | Buy |
88,450
+38,532
| +77% | +$6.32M | 12.08% | 2 |
|
|
2020
Q1 | $6.57M | Sell |
49,918
-36,739
| -42% | -$4.84M | 9.33% | 5 |
|
|
2019
Q4 | $15.4M | Sell |
86,657
-2,279
| -3% | -$406K | 11.08% | 1 |
|
|
2019
Q3 | $14.9M | Sell |
88,936
-2,227
| -2% | -$373K | 11.04% | 2 |
|
|
2019
Q2 | $15.2M | Sell |
91,163
-582
| -0.6% | -$97.3K | 11.96% | 2 |
|
|
2019
Q1 | $14.7M | Buy |
91,745
+442
| +0.5% | +$71.1K | 12.09% | 2 |
|
|
2018
Q4 | $12.6M | Buy |
+91,303
| New | +$12.6M | 16% | 3 |
|