Silvercrest Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,109
+30
| +3% | +$8.4K | ﹤0.01% | 762 |
|
|
2025
Q1 | $279K | Sell |
1,079
-1,633
| -60% | -$422K | ﹤0.01% | 773 |
|
|
2024
Q4 | $716K | Buy |
+2,712
| New | +$716K | ﹤0.01% | 640 |
|
|
2023
Q2 | – | Sell |
-1,754
| Closed | -$370K | – | 849 |
|
|
2023
Q1 | $370K | Hold |
1,754
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $357K | Hold |
1,754
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $330K | Hold |
1,754
| – | – | ﹤0.01% | 690 |
|
|
2022
Q2 | $346K | Sell |
1,754
-10
| -0.6% | -$1.97K | ﹤0.01% | 695 |
|
|
2022
Q1 | $419K | Buy |
1,764
+230
| +15% | +$54.6K | ﹤0.01% | 711 |
|
|
2021
Q4 | $391K | Hold |
1,534
| – | – | ﹤0.01% | 706 |
|
|
2021
Q3 | $363K | Hold |
1,534
| – | – | ﹤0.01% | 727 |
|
|
2021
Q2 | $364K | Buy |
1,534
+41
| +3% | +$9.73K | ﹤0.01% | 722 |
|
|
2021
Q1 | $330K | Sell |
1,493
-101
| -6% | -$22.3K | ﹤0.01% | 732 |
|
|
2020
Q4 | $330K | Buy |
1,594
+141
| +10% | +$29.2K | ﹤0.01% | 700 |
|
|
2020
Q3 | $256K | Buy |
1,453
+11
| +0.8% | +$1.94K | ﹤0.01% | 700 |
|
|
2020
Q2 | $236K | Buy |
+1,442
| New | +$236K | ﹤0.01% | 681 |
|
|
2020
Q1 | – | Sell |
-4,227
| Closed | -$753K | – | 788 |
|
|
2019
Q4 | $753K | Buy |
4,227
+2,625
| +164% | +$468K | 0.01% | 556 |
|
|
2019
Q3 | $268K | Hold |
1,602
| – | – | ﹤0.01% | 653 |
|
|
2019
Q2 | $268K | Sell |
1,602
-250
| -13% | -$41.8K | ﹤0.01% | 502 |
|
|
2019
Q1 | $298K | Sell |
1,852
-300
| -14% | -$48.3K | ﹤0.01% | 479 |
|
|
2018
Q4 | $297K | Buy |
2,152
+300
| +16% | +$41.4K | ﹤0.01% | 439 |
|
|
2018
Q3 | $304K | Buy |
1,852
+70
| +4% | +$11.5K | ﹤0.01% | 461 |
|
|
2018
Q2 | $281K | Hold |
1,782
| – | – | ﹤0.01% | 475 |
|
|
2018
Q1 | $275K | Hold |
1,782
| – | – | ﹤0.01% | 485 |
|
|
2017
Q4 | $276K | Hold |
1,782
| – | – | ﹤0.01% | 492 |
|
|
2017
Q3 | $262K | Hold |
1,782
| – | – | ﹤0.01% | 490 |
|
|
2017
Q2 | $254K | Hold |
1,782
| – | – | ﹤0.01% | 489 |
|
|
2017
Q1 | $248K | Buy |
+1,782
| New | +$248K | ﹤0.01% | 515 |
|
|
2016
Q3 | – | Sell |
-1,882
| Closed | -$233K | – | 557 |
|
|
2016
Q2 | $233K | Buy |
+1,882
| New | +$233K | ﹤0.01% | 502 |
|