Sheaff Brock Investment 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
Q1 | $882K | Sell |
3,410
-49
| -1% | -$12.7K | 0.08% | 182 |
|
|
2024
Q4 | $914K | Buy |
3,459
+701
| +25% | +$185K | 0.08% | 175 |
|
|
2024
Q3 | $728K | Buy |
2,758
+86
| +3% | +$22.7K | 0.06% | 209 |
|
|
2024
Q2 | $647K | Hold |
2,672
| – | – | 0.06% | 215 |
|
|
2024
Q1 | $668K | Sell |
2,672
-178
| -6% | -$44.5K | 0.04% | 245 |
|
|
2023
Q4 | $663K | Buy |
2,850
+2
| +0.1% | +$465 | 0.05% | 227 |
|
|
2023
Q3 | $593K | Sell |
2,848
-98
| -3% | -$20.4K | 0.05% | 221 |
|
|
2023
Q2 | $649K | Sell |
2,946
-45
| -2% | -$9.91K | 0.05% | 217 |
|
|
2023
Q1 | $631K | Sell |
2,991
-46
| -2% | -$9.7K | 0.06% | 222 |
|
|
2022
Q4 | $619K | Sell |
3,037
-66
| -2% | -$13.5K | 0.06% | 213 |
|
|
2022
Q3 | $583K | Buy |
3,103
+1
| +0% | +$188 | 0.06% | 213 |
|
|
2022
Q2 | $611K | Buy |
3,102
+17
| +0.6% | +$3.35K | 0.05% | 211 |
|
|
2022
Q1 | $733K | Buy |
3,085
+565
| +22% | +$134K | 0.05% | 217 |
|
|
2021
Q4 | $642K | Buy |
2,520
+545
| +28% | +$139K | 0.04% | 231 |
|
|
2021
Q3 | $467K | Buy |
1,975
+23
| +1% | +$5.44K | 0.03% | 276 |
|
|
2021
Q2 | $464K | Hold |
1,952
| – | – | 0.03% | 275 |
|
|
2021
Q1 | $432K | Sell |
1,952
-150
| -7% | -$33.2K | 0.03% | 277 |
|
|
2020
Q4 | $435K | Buy |
2,102
+500
| +31% | +$103K | 0.04% | 257 |
|
|
2020
Q3 | $282K | Buy |
+1,602
| New | +$282K | 0.03% | 316 |
|
|
2020
Q2 | – | Sell |
-5,073
| Closed | -$668K | – | 466 |
|
|
2020
Q1 | $668K | Buy |
5,073
+601
| +13% | +$79.1K | 0.09% | 144 |
|
|
2019
Q4 | $797K | Sell |
4,472
-299
| -6% | -$53.3K | 0.08% | 178 |
|
|
2019
Q3 | $800K | Hold |
4,771
| – | – | 0.09% | 165 |
|
|
2019
Q2 | $797K | Buy |
4,771
+15
| +0.3% | +$2.51K | 0.09% | 173 |
|
|
2019
Q1 | $765K | Sell |
4,756
-20
| -0.4% | -$3.22K | 0.09% | 185 |
|
|
2018
Q4 | $660K | Buy |
4,776
+1
| +0% | +$138 | 0.1% | 182 |
|
|
2018
Q3 | $784K | Sell |
4,775
-40
| -0.8% | -$6.57K | 0.07% | 187 |
|
|
2018
Q2 | $759K | Sell |
4,815
-20
| -0.4% | -$3.15K | 0.07% | 185 |
|
|
2018
Q1 | $746K | Sell |
4,835
-30
| -0.6% | -$4.63K | 0.08% | 184 |
|
|
2017
Q4 | $753K | Hold |
4,865
| – | – | 0.1% | 192 |
|
|
2017
Q3 | $715K | Sell |
4,865
-25
| -0.5% | -$3.67K | 0.09% | 204 |
|
|
2017
Q2 | $697K | Hold |
4,890
| – | – | 0.09% | 222 |
|
|
2017
Q1 | $681K | Hold |
4,890
| – | – | 0.09% | 228 |
|
|
2016
Q4 | $644K | Buy |
4,890
+125
| +3% | +$16.5K | 0.08% | 238 |
|
|
2016
Q3 | $617K | Buy |
4,765
+215
| +5% | +$27.8K | 0.08% | 241 |
|
|
2016
Q2 | $563K | Hold |
4,550
| – | – | 0.07% | 258 |
|
|
2016
Q1 | $552K | Hold |
4,550
| – | – | 0.07% | 267 |
|
|
2015
Q4 | $547K | Buy |
+4,550
| New | +$547K | 0.06% | 302 |
|