Shufro Rose & Co’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 | $19.5M | Sell |
75,559
-2,863
| -4% | -$740K | 1.57% | 18 |
|
|
2025
Q1 | $20.3M | Buy |
78,422
+11,336
| +17% | +$2.93M | 1.6% | 18 |
|
|
2024
Q4 | $17.7M | Buy |
67,086
+39,724
| +145% | +$10.5M | 1.37% | 24 |
|
|
2024
Q3 | $6.62M | Hold |
27,362
| – | – | 0.54% | 40 |
|
|
2024
Q2 | $6.62M | Buy |
27,362
+2,309
| +9% | +$559K | 0.54% | 40 |
|
|
2024
Q1 | $6.26M | Sell |
25,053
-31,133
| -55% | -$7.78M | 0.52% | 44 |
|
|
2023
Q4 | $11.7M | Sell |
56,186
-478
| -0.8% | -$99.5K | 1.11% | 26 |
|
|
2023
Q3 | $11.8M | Buy |
56,664
+3,409
| +6% | +$710K | 1.11% | 25 |
|
|
2023
Q2 | $11.7M | Buy |
53,255
+2,965
| +6% | +$653K | 1.07% | 26 |
|
|
2023
Q1 | $10.6M | Buy |
50,290
+11,947
| +31% | +$2.52M | 0.98% | 28 |
|
|
2022
Q4 | $7.81M | Buy |
38,343
+7,403
| +24% | +$1.51M | 0.66% | 39 |
|
|
2022
Q3 | $5.82M | Buy |
30,940
+2,956
| +11% | +$556K | 0.58% | 41 |
|
|
2022
Q2 | $5.51M | Buy |
27,984
+1,026
| +4% | +$202K | 0.48% | 48 |
|
|
2022
Q1 | $6.41M | Buy |
26,958
+12,161
| +82% | +$2.89M | 0.49% | 47 |
|
|
2021
Q4 | $3.77M | Sell |
14,797
-709
| -5% | -$181K | 0.27% | 63 |
|
|
2021
Q3 | $3.67M | Buy |
15,506
+9,875
| +175% | +$2.34M | 0.29% | 58 |
|
|
2021
Q2 | $1.34M | Buy |
+5,631
| New | +$1.34M | 0.1% | 95 |
|