SA
Strategic 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 | $785K | Sell |
2,806
-16
| -0.6% | -$4.48K | 0.15% | 98 |
|
|
2025
Q1 | $730K | Hold |
2,822
| – | – | 0.14% | 111 |
|
|
2024
Q4 | $745K | Buy |
2,822
+1,494
| +113% | +$395K | 0.13% | 114 |
|
|
2024
Q3 | $350K | Hold |
1,328
| – | – | 0.07% | 163 |
|
|
2024
Q2 | $322K | Sell |
1,328
-8
| -0.6% | -$1.94K | 0.06% | 161 |
|
|
2024
Q1 | $334K | Hold |
1,336
| – | – | 0.07% | 163 |
|
|
2023
Q4 | $311K | Sell |
1,336
-117
| -8% | -$27.2K | 0.06% | 168 |
|
|
2023
Q3 | $303K | Hold |
1,453
| – | – | 0.06% | 166 |
|
|
2023
Q2 | $320K | Sell |
1,453
-848
| -37% | -$187K | 0.06% | 157 |
|
|
2023
Q1 | $485K | Sell |
2,301
-6,998
| -75% | -$1.48M | 0.1% | 137 |
|
|
2022
Q4 | $1.9M | Sell |
9,299
-96
| -1% | -$19.6K | 0.42% | 58 |
|
|
2022
Q3 | $1.77M | Sell |
9,395
-508
| -5% | -$95.5K | 0.39% | 58 |
|
|
2022
Q2 | $1.95M | Sell |
9,903
-346
| -3% | -$68.1K | 0.41% | 56 |
|
|
2022
Q1 | $2.44M | Sell |
10,249
-337
| -3% | -$80.1K | 0.42% | 50 |
|
|
2021
Q4 | $2.7M | Sell |
10,586
-824
| -7% | -$210K | 0.38% | 59 |
|
|
2021
Q3 | $2.7M | Sell |
11,410
-428
| -4% | -$101K | 0.58% | 34 |
|
|
2021
Q2 | $2.81M | Buy |
11,838
+242
| +2% | +$57.4K | 0.73% | 29 |
|
|
2021
Q1 | $2.57M | Buy |
11,596
+388
| +3% | +$85.9K | 0.74% | 32 |
|
|
2020
Q4 | $2.38M | Buy |
11,208
+2,176
| +24% | +$461K | 0.69% | 32 |
|
|
2020
Q3 | $1.64M | Buy |
9,032
+1,007
| +13% | +$182K | 0.55% | 38 |
|
|
2020
Q2 | $1.39M | Sell |
8,025
-386
| -5% | -$67K | 0.52% | 41 |
|
|
2020
Q1 | $1.19M | Buy |
+8,411
| New | +$1.19M | 0.52% | 45 |
|
|
2016
Q2 | – | Sell |
-1,691
| Closed | -$205K | – | 130 |
|
|
2016
Q1 | $205K | Buy |
+1,691
| New | +$205K | 0.12% | 122 |
|