SIA
Soltis Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
10,893
+741
| +7% | +$207K | 0.24% | 101 |
|
|
2025
Q1 | $2.63M | Buy |
10,152
+467
| +5% | +$121K | 0.23% | 106 |
|
|
2024
Q4 | $2.56M | Buy |
9,685
+25
| +0.3% | +$6.6K | 0.24% | 106 |
|
|
2024
Q3 | $2.55M | Buy |
9,660
+153
| +2% | +$40.4K | 0.25% | 105 |
|
|
2024
Q2 | $2.3M | Buy |
9,507
+220
| +2% | +$53.3K | 0.24% | 105 |
|
|
2024
Q1 | $2.32M | Buy |
9,287
+1,099
| +13% | +$275K | 0.26% | 108 |
|
|
2023
Q4 | $1.9M | Sell |
8,188
-39
| -0.5% | -$9.07K | 0.22% | 115 |
|
|
2023
Q3 | $1.71M | Sell |
8,227
-325
| -4% | -$67.7K | 0.22% | 115 |
|
|
2023
Q2 | $1.88M | Buy |
8,552
+1,898
| +29% | +$418K | 0.22% | 110 |
|
|
2023
Q1 | $1.4M | Buy |
6,654
+110
| +2% | +$23.2K | 0.18% | 121 |
|
|
2022
Q4 | $1.33M | Sell |
6,544
-985
| -13% | -$201K | 0.18% | 117 |
|
|
2022
Q3 | $1.42M | Sell |
7,529
-52
| -0.7% | -$9.77K | 0.21% | 106 |
|
|
2022
Q2 | $1.49M | Buy |
7,581
+635
| +9% | +$125K | 0.22% | 102 |
|
|
2022
Q1 | $1.65M | Hold |
6,946
| – | – | 0.23% | 102 |
|
|
2021
Q4 | $1.77M | Buy |
6,946
+354
| +5% | +$90.2K | 0.25% | 92 |
|
|
2021
Q3 | $1.56M | Buy |
6,592
+449
| +7% | +$106K | 0.24% | 86 |
|
|
2021
Q2 | $1.46M | Buy |
6,143
+613
| +11% | +$145K | 0.23% | 87 |
|
|
2021
Q1 | $1.22M | Buy |
5,530
+7
| +0.1% | +$1.55K | 0.22% | 90 |
|
|
2020
Q4 | $1.14M | Sell |
5,523
-97
| -2% | -$20.1K | 0.21% | 81 |
|
|
2020
Q3 | $991K | Buy |
5,620
+65
| +1% | +$11.5K | 0.23% | 80 |
|
|
2020
Q2 | $911K | Sell |
5,555
-2,531
| -31% | -$415K | 0.24% | 73 |
|
|
2020
Q1 | $1.07M | Hold |
8,086
| – | – | 0.33% | 47 |
|
|
2019
Q4 | $1.44M | Buy |
+8,086
| New | +$1.44M | 0.28% | 49 |
|