Signature Estate & 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
Q2 | $3.92M | Sell |
14,004
-153
| -1% | -$42.8K | 0.09% | 104 |
|
|
2025
Q1 | $3.66M | Sell |
14,157
-390
| -3% | -$101K | 0.1% | 103 |
|
|
2024
Q4 | $3.84M | Buy |
14,547
+579
| +4% | +$153K | 0.1% | 84 |
|
|
2024
Q3 | $3.69M | Buy |
13,968
+118
| +0.9% | +$31.1K | 0.09% | 83 |
|
|
2024
Q2 | $3.35M | Buy |
+13,850
| New | +$3.35M | 0.08% | 93 |
|
|
2020
Q1 | – | Sell |
-3,108
| Closed | -$554K | – | 163 |
|
|
2019
Q4 | $554K | Sell |
3,108
-9
| -0.3% | -$1.6K | 0.03% | 109 |
|
|
2019
Q3 | $523K | Sell |
3,117
-71
| -2% | -$11.9K | 0.03% | 110 |
|
|
2019
Q2 | $532K | Buy |
3,188
+4
| +0.1% | +$668 | 0.04% | 112 |
|
|
2019
Q1 | $512K | Sell |
3,184
-33
| -1% | -$5.31K | 0.03% | 116 |
|
|
2018
Q4 | $445K | Sell |
3,217
-578
| -15% | -$80K | 0.04% | 117 |
|
|
2018
Q3 | $623K | Buy |
3,795
+1,074
| +39% | +$176K | 0.06% | 97 |
|
|
2018
Q2 | $429K | Sell |
2,721
-9,323
| -77% | -$1.47M | 0.04% | 113 |
|
|
2018
Q1 | $1.86M | Sell |
12,044
-205
| -2% | -$31.6K | 0.19% | 64 |
|
|
2017
Q4 | $1.9M | Buy |
12,249
+615
| +5% | +$95.2K | 0.19% | 69 |
|
|
2017
Q3 | $1.71M | Buy |
11,634
+335
| +3% | +$49.2K | 0.19% | 66 |
|
|
2017
Q2 | $1.61M | Sell |
11,299
-141
| -1% | -$20.1K | 0.19% | 60 |
|
|
2017
Q1 | $1.59M | Sell |
11,440
-63
| -0.5% | -$8.77K | 0.2% | 58 |
|
|
2016
Q4 | $1.51M | Sell |
11,503
-2,183
| -16% | -$287K | 0.21% | 59 |
|
|
2016
Q3 | $1.77M | Sell |
13,686
-774
| -5% | -$100K | 0.26% | 53 |
|
|
2016
Q2 | $1.79M | Sell |
14,460
-1,312
| -8% | -$162K | 0.29% | 53 |
|
|
2016
Q1 | $1.91M | Buy |
15,772
+407
| +3% | +$49.3K | 0.31% | 49 |
|
|
2015
Q4 | $1.85M | Buy |
15,365
+1,456
| +10% | +$175K | 0.32% | 53 |
|
|
2015
Q3 | $1.62M | Buy |
13,909
+1,084
| +8% | +$126K | 0.34% | 49 |
|
|
2015
Q2 | $1.63M | Buy |
12,825
+920
| +8% | +$117K | 0.37% | 50 |
|
|
2015
Q1 | $1.58M | Buy |
11,905
+694
| +6% | +$92.1K | 0.42% | 46 |
|
|
2014
Q4 | $1.39M | Buy |
11,211
+925
| +9% | +$114K | 0.46% | 46 |
|
|
2014
Q3 | $1.21M | Buy |
10,286
+921
| +10% | +$108K | 0.43% | 43 |
|
|
2014
Q2 | $1.11M | Sell |
9,365
-494
| -5% | -$58.6K | 0.39% | 42 |
|
|
2014
Q1 | $1.12M | Buy |
9,859
+1,731
| +21% | +$197K | 0.44% | 41 |
|
|
2013
Q4 | $894K | Buy |
8,128
+517
| +7% | +$56.9K | 0.44% | 39 |
|
|
2013
Q3 | $780K | Buy |
7,611
+1,548
| +26% | +$159K | 0.45% | 36 |
|
|
2013
Q2 | $577K | Buy |
+6,063
| New | +$577K | 0.42% | 34 |
|