Steward Partners Investment Advisory’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 | $47.8M | Buy |
170,804
+12,755
| +8% | +$3.57M | 0.37% | 47 |
|
|
2025
Q1 | $40.9M | Buy |
158,049
+7,559
| +5% | +$1.95M | 0.36% | 51 |
|
|
2024
Q4 | $39.7M | Buy |
150,490
+5,970
| +4% | +$1.58M | 0.35% | 54 |
|
|
2024
Q3 | $38.1M | Buy |
144,520
+17,719
| +14% | +$4.67M | 0.35% | 55 |
|
|
2024
Q2 | $30.7M | Buy |
126,801
+1,620
| +1% | +$392K | 0.32% | 57 |
|
|
2024
Q1 | $31.3M | Buy |
125,181
+95,198
| +318% | +$23.8M | 0.34% | 61 |
|
|
2023
Q4 | $6.98M | Buy |
29,983
+2,418
| +9% | +$563K | 0.09% | 221 |
|
|
2023
Q3 | $5.74M | Sell |
27,565
-1,761
| -6% | -$367K | 0.09% | 237 |
|
|
2023
Q2 | $6.46M | Sell |
29,326
-8,344
| -22% | -$1.84M | 0.1% | 220 |
|
|
2023
Q1 | $7.95M | Buy |
37,670
+1,203
| +3% | +$254K | 0.13% | 175 |
|
|
2022
Q4 | $7.43M | Sell |
36,467
-152
| -0.4% | -$31K | 0.13% | 182 |
|
|
2022
Q3 | $6.88M | Buy |
36,619
+1,225
| +3% | +$230K | 0.13% | 178 |
|
|
2022
Q2 | $6.97M | Sell |
35,394
-2,136
| -6% | -$421K | 0.13% | 181 |
|
|
2022
Q1 | $8.93M | Buy |
37,530
+2,108
| +6% | +$501K | 0.14% | 171 |
|
|
2021
Q4 | $9.02M | Buy |
35,422
+7,506
| +27% | +$1.91M | 0.14% | 169 |
|
|
2021
Q3 | $6.61M | Buy |
27,916
+4,521
| +19% | +$1.07M | 0.11% | 203 |
|
|
2021
Q2 | $5.55M | Sell |
23,395
-11,980
| -34% | -$2.84M | 0.09% | 222 |
|
|
2021
Q1 | $7.83M | Buy |
35,375
+15,086
| +74% | +$3.34M | 0.14% | 163 |
|
|
2020
Q4 | $4.2M | Sell |
20,289
-5,393
| -21% | -$1.12M | 0.09% | 226 |
|
|
2020
Q3 | $4.53M | Buy |
25,682
+2,882
| +13% | +$508K | 0.11% | 191 |
|
|
2020
Q2 | $3.74M | Sell |
22,800
-234
| -1% | -$38.4K | 0.11% | 199 |
|
|
2020
Q1 | $3.03M | Sell |
23,034
-2,594
| -10% | -$341K | 0.11% | 203 |
|
|
2019
Q4 | $4.57M | Buy |
25,628
+1,102
| +4% | +$196K | 0.13% | 168 |
|
|
2019
Q3 | $4.11M | Buy |
24,526
+1,668
| +7% | +$280K | 0.14% | 162 |
|
|
2019
Q2 | $3.82M | Buy |
22,858
+6,577
| +40% | +$1.1M | 0.14% | 154 |
|
|
2019
Q1 | $2.62M | Buy |
16,281
+4,998
| +44% | +$803K | 0.11% | 191 |
|
|
2018
Q4 | $1.56M | Sell |
11,283
-3,986
| -26% | -$551K | 0.08% | 261 |
|
|
2018
Q3 | $2.51M | Buy |
15,269
+2,851
| +23% | +$468K | 0.12% | 188 |
|
|
2018
Q2 | $1.96M | Buy |
12,418
+3,421
| +38% | +$539K | 0.12% | 196 |
|
|
2018
Q1 | $1.39M | Buy |
8,997
+1,828
| +25% | +$282K | 0.1% | 220 |
|
|
2017
Q4 | $1.11M | Sell |
7,169
-365
| -5% | -$56.5K | 0.08% | 220 |
|
|
2017
Q3 | $1.11M | Buy |
7,534
+81
| +1% | +$11.9K | 0.11% | 177 |
|
|
2017
Q2 | $1.06M | Sell |
7,453
-45,098
| -86% | -$6.43M | 0.12% | 168 |
|
|
2017
Q1 | $7.32M | Buy |
+52,551
| New | +$7.32M | 1.11% | 16 |
|