Strategic Investment Advisors’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 | $7.69M | Buy |
27,432
+4,253
| +18% | +$1.19M | 0.75% | 32 |
|
|
2025
Q1 | $5.99M | Buy |
23,179
+2,176
| +10% | +$563K | 0.64% | 36 |
|
|
2024
Q4 | $5.55M | Buy |
21,003
+1,549
| +8% | +$409K | 0.59% | 37 |
|
|
2024
Q3 | $5.13M | Buy |
19,454
+1,230
| +7% | +$325K | 0.56% | 36 |
|
|
2024
Q2 | $4.41M | Buy |
18,224
+1,451
| +9% | +$351K | 0.54% | 37 |
|
|
2024
Q1 | $4.19M | Buy |
16,773
+1,283
| +8% | +$321K | 0.54% | 38 |
|
|
2023
Q4 | $3.6M | Buy |
15,490
+1,524
| +11% | +$355K | 0.52% | 42 |
|
|
2023
Q3 | $2.91M | Sell |
13,966
-12,428
| -47% | -$2.59M | 0.48% | 41 |
|
|
2023
Q2 | $5.81M | Buy |
26,394
+14,030
| +113% | +$3.09M | 0.81% | 23 |
|
|
2023
Q1 | $2.61M | Buy |
12,364
+2,124
| +21% | +$448K | 0.47% | 34 |
|
|
2022
Q4 | $2.09M | Sell |
10,240
-457
| -4% | -$93.1K | 0.43% | 39 |
|
|
2022
Q3 | $2.01M | Buy |
10,697
+112
| +1% | +$21.1K | 0.45% | 37 |
|
|
2022
Q2 | $2.09M | Buy |
10,585
+986
| +10% | +$194K | 0.42% | 37 |
|
|
2022
Q1 | $2.28M | Buy |
9,599
+2,442
| +34% | +$581K | 0.43% | 39 |
|
|
2021
Q4 | $1.82M | Buy |
7,157
+1,107
| +18% | +$282K | 0.35% | 54 |
|
|
2021
Q3 | $1.43M | Buy |
6,050
+1,006
| +20% | +$238K | 0.31% | 65 |
|
|
2021
Q2 | $1.2M | Buy |
5,044
+461
| +10% | +$109K | 0.27% | 77 |
|
|
2021
Q1 | $1.01M | Buy |
4,583
+422
| +10% | +$93.4K | 0.26% | 81 |
|
|
2020
Q4 | $860K | Buy |
+4,161
| New | +$860K | 0.25% | 83 |
|