Strategic Financial Partners’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 | $204K | Buy |
+729
| New | +$204K | 0.09% | 75 |
|
|
2024
Q2 | – | Sell |
-809
| Closed | -$202K | – | 73 |
|
|
2024
Q1 | $202K | Buy |
+809
| New | +$202K | 0.11% | 70 |
|
|
2023
Q3 | – | Sell |
-1,324
| Closed | -$291K | – | 72 |
|
|
2023
Q2 | $291K | Buy |
+1,324
| New | +$291K | 0.17% | 59 |
|
|
2023
Q1 | – | Sell |
-1,046
| Closed | -$213K | – | 75 |
|
|
2022
Q4 | $213K | Buy |
+1,046
| New | +$213K | 0.13% | 65 |
|
|
2022
Q3 | – | Sell |
-1,080
| Closed | -$213K | – | 67 |
|
|
2022
Q2 | $213K | Buy |
1,080
+1
| +0.1% | +$197 | 0.12% | 62 |
|
|
2022
Q1 | $257K | Sell |
1,079
-36
| -3% | -$8.58K | 0.13% | 61 |
|
|
2021
Q4 | $284K | Sell |
1,115
-420
| -27% | -$107K | 0.14% | 59 |
|
|
2021
Q3 | $364K | Buy |
1,535
+1
| +0.1% | +$237 | 0.2% | 50 |
|
|
2021
Q2 | $364K | Sell |
1,534
-49
| -3% | -$11.6K | 0.2% | 51 |
|
|
2021
Q1 | $350K | Buy |
1,583
+1
| +0.1% | +$221 | 0.21% | 51 |
|
|
2020
Q4 | $327K | Sell |
1,582
-31
| -2% | -$6.41K | 0.21% | 53 |
|
|
2020
Q3 | $284K | Sell |
1,613
-111
| -6% | -$19.5K | 0.22% | 53 |
|
|
2020
Q2 | $283K | Sell |
1,724
-470
| -21% | -$77.2K | 0.23% | 51 |
|
|
2020
Q1 | $289K | Sell |
2,194
-1,388
| -39% | -$183K | 0.31% | 49 |
|
|
2019
Q4 | $638K | Buy |
+3,582
| New | +$638K | 0.52% | 32 |
|