Sigma Planning Corp’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 | $7.57M | Buy |
27,034
+3,194
| +13% | +$894K | 0.23% | 79 |
|
|
2025
Q1 | $6.17M | Buy |
23,840
+979
| +4% | +$253K | 0.2% | 97 |
|
|
2024
Q4 | $6.04M | Sell |
22,861
-314
| -1% | -$82.9K | 0.19% | 98 |
|
|
2024
Q3 | $6.11M | Sell |
23,175
-991
| -4% | -$261K | 0.19% | 103 |
|
|
2024
Q2 | $5.85M | Sell |
24,166
-3,243
| -12% | -$785K | 0.19% | 104 |
|
|
2024
Q1 | $6.85M | Buy |
27,409
+15,965
| +140% | +$3.99M | 0.22% | 86 |
|
|
2023
Q4 | $2.66M | Sell |
11,444
-15,933
| -58% | -$3.71M | 0.21% | 93 |
|
|
2023
Q3 | $5.7M | Sell |
27,377
-901
| -3% | -$188K | 0.21% | 90 |
|
|
2023
Q2 | $6.23M | Sell |
28,278
-20,806
| -42% | -$4.58M | 0.22% | 84 |
|
|
2023
Q1 | $10.4M | Sell |
49,084
-3,107
| -6% | -$655K | 0.34% | 50 |
|
|
2022
Q4 | $10.6M | Buy |
52,191
+2,120
| +4% | +$432K | 0.38% | 48 |
|
|
2022
Q3 | $9.41M | Sell |
50,071
-672
| -1% | -$126K | 0.36% | 52 |
|
|
2022
Q2 | $10M | Buy |
50,743
+1,685
| +3% | +$332K | 0.35% | 50 |
|
|
2022
Q1 | $11.7M | Buy |
49,058
+2,195
| +5% | +$522K | 0.35% | 52 |
|
|
2021
Q4 | $11.9M | Buy |
46,863
+7,258
| +18% | +$1.85M | 0.33% | 56 |
|
|
2021
Q3 | $9.38M | Buy |
39,605
+1,027
| +3% | +$243K | 0.28% | 67 |
|
|
2021
Q2 | $9.16M | Buy |
38,578
+238
| +0.6% | +$56.5K | 0.27% | 71 |
|
|
2021
Q1 | $8.49M | Buy |
38,340
+3,175
| +9% | +$703K | 0.27% | 76 |
|
|
2020
Q4 | $7.27M | Buy |
35,165
+400
| +1% | +$82.7K | 0.25% | 88 |
|
|
2020
Q3 | $6.13M | Buy |
34,765
+5,177
| +17% | +$913K | 0.24% | 82 |
|
|
2020
Q2 | $4.85M | Buy |
29,588
+1,110
| +4% | +$182K | 0.21% | 99 |
|
|
2020
Q1 | $3.75M | Sell |
28,478
-1,972
| -6% | -$260K | 0.22% | 97 |
|
|
2019
Q4 | $5.43M | Buy |
30,450
+1,505
| +5% | +$268K | 0.23% | 88 |
|
|
2019
Q3 | $4.85M | Buy |
28,945
+4,490
| +18% | +$752K | 0.23% | 97 |
|
|
2019
Q2 | $4.09M | Buy |
24,455
+4,453
| +22% | +$744K | 0.21% | 116 |
|
|
2019
Q1 | $3.22M | Buy |
20,002
+6,039
| +43% | +$971K | 0.18% | 134 |
|
|
2018
Q4 | $1.93M | Sell |
13,963
-467
| -3% | -$64.5K | 0.14% | 158 |
|
|
2018
Q3 | $2.37M | Sell |
14,430
-244
| -2% | -$40.1K | 0.14% | 161 |
|
|
2018
Q2 | $2.31M | Sell |
14,674
-221
| -1% | -$34.8K | 0.15% | 155 |
|
|
2018
Q1 | $2.3M | Buy |
14,895
+417
| +3% | +$64.3K | 0.17% | 147 |
|
|
2017
Q4 | $2.24M | Buy |
14,478
+470
| +3% | +$72.8K | 0.17% | 146 |
|
|
2017
Q3 | $2.06M | Buy |
14,008
+9,731
| +228% | +$1.43M | 0.17% | 150 |
|
|
2017
Q2 | $610K | Buy |
4,277
+345
| +9% | +$49.2K | 0.06% | 354 |
|
|
2017
Q1 | $548K | Buy |
3,932
+822
| +26% | +$115K | 0.05% | 367 |
|
|
2016
Q4 | $409K | Sell |
3,110
-2,455
| -44% | -$323K | 0.04% | 409 |
|
|
2016
Q3 | $720K | Buy |
5,565
+332
| +6% | +$43K | 0.09% | 254 |
|
|
2016
Q2 | $647K | Buy |
5,233
+356
| +7% | +$44K | 0.08% | 267 |
|
|
2016
Q1 | $591K | Sell |
4,877
-418
| -8% | -$50.7K | 0.08% | 271 |
|
|
2015
Q4 | $636K | Buy |
5,295
+1,324
| +33% | +$159K | 0.09% | 255 |
|
|
2015
Q3 | $463K | Buy |
3,971
+1,503
| +61% | +$175K | 0.07% | 308 |
|
|
2015
Q2 | $315K | Buy |
2,468
+195
| +9% | +$24.9K | 0.04% | 472 |
|
|
2015
Q1 | $302K | Buy |
2,273
+247
| +12% | +$32.8K | 0.04% | 522 |
|
|
2014
Q4 | $250K | Buy |
+2,026
| New | +$250K | 0.03% | 574 |
|