Sequoia Financial Advisors’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 | $2.54M | Buy |
9,063
+156
| +2% | +$43.7K | 0.02% | 411 |
|
|
2025
Q1 | $2.3M | Buy |
8,907
+1,735
| +24% | +$449K | 0.02% | 397 |
|
|
2024
Q4 | $1.89M | Buy |
7,172
+183
| +3% | +$48.3K | 0.02% | 416 |
|
|
2024
Q3 | $1.84M | Sell |
6,989
-153
| -2% | -$40.4K | 0.02% | 394 |
|
|
2024
Q2 | $1.73M | Sell |
7,142
-454
| -6% | -$110K | 0.02% | 361 |
|
|
2024
Q1 | $1.9M | Sell |
7,596
-1,490
| -16% | -$372K | 0.02% | 332 |
|
|
2023
Q4 | $2.11M | Buy |
9,086
+1,142
| +14% | +$266K | 0.03% | 346 |
|
|
2023
Q3 | $1.65M | Sell |
7,944
-7,033
| -47% | -$1.46M | 0.03% | 250 |
|
|
2023
Q2 | $3.3M | Sell |
14,977
-4,675
| -24% | -$1.03M | 0.06% | 188 |
|
|
2023
Q1 | $4.15M | Sell |
19,652
-642
| -3% | -$135K | 0.09% | 154 |
|
|
2022
Q4 | $4.14M | Buy |
20,294
+6,929
| +52% | +$1.41M | 0.1% | 144 |
|
|
2022
Q3 | $2.51M | Sell |
13,365
-1,623
| -11% | -$305K | 0.08% | 146 |
|
|
2022
Q2 | $2.95M | Sell |
14,988
-1,279
| -8% | -$252K | 0.08% | 147 |
|
|
2022
Q1 | $3.87M | Sell |
16,267
-115
| -0.7% | -$27.4K | 0.1% | 136 |
|
|
2021
Q4 | $4.17M | Buy |
16,382
+15,377
| +1,530% | +$3.92M | 0.11% | 123 |
|
|
2021
Q3 | $238K | Sell |
1,005
-13,917
| -93% | -$3.3M | 0.02% | 229 |
|
|
2021
Q2 | $3.54M | Buy |
14,922
+6,084
| +69% | +$1.44M | 0.13% | 110 |
|
|
2021
Q1 | $1.96M | Sell |
8,838
-1,117
| -11% | -$247K | 0.08% | 129 |
|
|
2020
Q4 | $2.06M | Buy |
9,955
+194
| +2% | +$40.1K | 0.09% | 124 |
|
|
2020
Q3 | $1.72M | Sell |
9,761
-3,093
| -24% | -$545K | 0.09% | 116 |
|
|
2020
Q2 | $2.11M | Buy |
12,854
+5,935
| +86% | +$973K | 0.12% | 89 |
|
|
2020
Q1 | $911K | Buy |
6,919
+1,702
| +33% | +$224K | 0.07% | 131 |
|
|
2019
Q4 | $930K | Buy |
5,217
+880
| +20% | +$157K | 0.06% | 147 |
|
|
2019
Q3 | $727K | Sell |
4,337
-128
| -3% | -$21.5K | 0.05% | 157 |
|
|
2019
Q2 | $746K | Sell |
4,465
-289
| -6% | -$48.3K | 0.06% | 148 |
|
|
2019
Q1 | $764K | Sell |
4,754
-19,383
| -80% | -$3.11M | 0.06% | 141 |
|
|
2018
Q4 | $3.34M | Sell |
24,137
-3,311
| -12% | -$457K | 0.39% | 52 |
|
|
2018
Q3 | $4.51M | Buy |
27,448
+219
| +0.8% | +$36K | 0.45% | 41 |
|
|
2018
Q2 | $4.29M | Buy |
27,229
+2,914
| +12% | +$459K | 0.46% | 42 |
|
|
2018
Q1 | $3.75M | Buy |
24,315
+2,303
| +10% | +$355K | 0.39% | 51 |
|
|
2017
Q4 | $3.41M | Buy |
22,012
+2,402
| +12% | +$372K | 0.36% | 58 |
|
|
2017
Q3 | $2.88M | Buy |
19,610
+2,697
| +16% | +$397K | 0.34% | 57 |
|
|
2017
Q2 | $2.41M | Buy |
16,913
+1,789
| +12% | +$255K | 0.3% | 63 |
|
|
2017
Q1 | $2.11M | Buy |
+15,124
| New | +$2.11M | 0.27% | 66 |
|