STALEY CAPITAL ADVISERS’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 | $13.5M | Sell |
48,325
-33
| -0.1% | -$9.23K | 0.58% | 36 |
|
|
2025
Q1 | $12.5M | Sell |
48,358
-13,079
| -21% | -$3.38M | 0.57% | 36 |
|
|
2024
Q4 | $16.2M | Sell |
61,437
-1,408
| -2% | -$372K | 0.72% | 32 |
|
|
2024
Q3 | $16.6M | Buy |
62,845
+1,584
| +3% | +$418K | 0.74% | 32 |
|
|
2024
Q2 | $14.8M | Buy |
61,261
+1,274
| +2% | +$308K | 0.68% | 32 |
|
|
2024
Q1 | $15M | Sell |
59,987
-750
| -1% | -$187K | 0.7% | 33 |
|
|
2023
Q4 | $14.1M | Buy |
60,737
+7,619
| +14% | +$1.77M | 0.7% | 34 |
|
|
2023
Q3 | $11.1M | Buy |
53,118
+6,621
| +14% | +$1.38M | 0.61% | 40 |
|
|
2023
Q2 | $10.2M | Sell |
46,497
-1,093
| -2% | -$241K | 0.55% | 41 |
|
|
2023
Q1 | $10M | Buy |
47,590
+3,620
| +8% | +$764K | 0.56% | 41 |
|
|
2022
Q4 | $8.96M | Buy |
43,970
+297
| +0.7% | +$60.5K | 0.54% | 42 |
|
|
2022
Q3 | $8.21M | Buy |
43,673
+4,146
| +10% | +$779K | 0.52% | 42 |
|
|
2022
Q2 | $7.79M | Buy |
39,527
+1,668
| +4% | +$329K | 0.46% | 45 |
|
|
2022
Q1 | $9M | Buy |
37,859
+1,155
| +3% | +$275K | 0.45% | 43 |
|
|
2021
Q4 | $9.35M | Buy |
36,704
+1,263
| +4% | +$322K | 0.45% | 43 |
|
|
2021
Q3 | $8.39M | Buy |
35,441
+3,672
| +12% | +$869K | 0.45% | 46 |
|
|
2021
Q2 | $7.54M | Buy |
31,769
+1,310
| +4% | +$311K | 0.39% | 49 |
|
|
2021
Q1 | $6.74M | Buy |
30,459
+270
| +0.9% | +$59.8K | 0.37% | 52 |
|
|
2020
Q4 | $6.24M | Buy |
30,189
+950
| +3% | +$196K | 0.38% | 48 |
|
|
2020
Q3 | $5.15M | Buy |
29,239
+685
| +2% | +$121K | 0.36% | 49 |
|
|
2020
Q2 | $4.68M | Buy |
28,554
+8,955
| +46% | +$1.47M | 0.34% | 50 |
|
|
2020
Q1 | $2.58M | Buy |
19,599
+3,815
| +24% | +$502K | 0.22% | 58 |
|
|
2019
Q4 | $2.81M | Buy |
15,784
+4,796
| +44% | +$854K | 0.19% | 57 |
|
|
2019
Q3 | $1.84M | Buy |
10,988
+3,240
| +42% | +$543K | 0.14% | 68 |
|
|
2019
Q2 | $1.3M | Buy |
7,748
+2,490
| +47% | +$416K | 0.1% | 79 |
|
|
2019
Q1 | $845K | Buy |
5,258
+2,419
| +85% | +$389K | 0.06% | 98 |
|
|
2018
Q4 | $392K | Sell |
2,839
-760
| -21% | -$105K | 0.03% | 116 |
|
|
2018
Q3 | $591K | Buy |
3,599
+539
| +18% | +$88.5K | 0.04% | 103 |
|
|
2018
Q2 | $482K | Buy |
+3,060
| New | +$482K | 0.04% | 108 |
|