Tillar-Wenstrup Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-98,248
| Closed | -$5.01M | – | 35 |
|
|
2022
Q4 | $5.01M | Sell |
98,248
-2,140
| -2% | -$109K | 2.42% | 14 |
|
|
2022
Q3 | $4.72M | Buy |
100,388
+972
| +1% | +$50.8K | 2.36% | 15 |
|
|
2022
Q2 | $4.9M | Buy |
99,416
+2,692
| +3% | +$145K | 2.45% | 15 |
|
|
2022
Q1 | $5.75M | Sell |
96,724
-70,540
| -42% | -$4.14M | 2.75% | 15 |
|
|
2021
Q4 | $10.7M | Sell |
167,264
-29,124
| -15% | -$1.83M | 5.02% | 5 |
|
|
2021
Q3 | $11.6M | Sell |
196,388
-6,036
| -3% | -$365K | 5.38% | 6 |
|
|
2021
Q2 | $12M | Sell |
202,424
-1,604
| -0.8% | -$93K | 5.47% | 6 |
|
|
2021
Q1 | $11.3M | Buy |
204,028
+644
| +0.3% | +$34.9K | 5.51% | 6 |
|
|
2020
Q4 | $10.5M | Sell |
203,384
-6,468
| -3% | -$313K | 5.45% | 6 |
|
|
2020
Q3 | $9.25M | Sell |
209,852
-9,632
| -4% | -$420K | 5.36% | 8 |
|
|
2020
Q2 | $8.99M | Buy |
219,484
+77,536
| +55% | +$2.97M | 5.45% | 8 |
|
|
2020
Q1 | $4.67M | Buy |
141,948
+67,664
| +91% | +$2.8M | 4.34% | 9 |
|
|
2019
Q4 | $3.31M | Sell |
74,284
-2,528
| -3% | -$109K | 1.85% | 17 |
|
|
2019
Q3 | $3.22M | Sell |
76,812
-3,256
| -4% | -$136K | 1.86% | 18 |
|
|
2019
Q2 | $3.35M | Sell |
80,068
-2,184
| -3% | -$89.4K | 1.88% | 17 |
|
|
2019
Q1 | $3.31M | Sell |
82,252
-1,924
| -2% | -$74K | 1.9% | 16 |
|
|
2018
Q4 | $2.91M | Buy |
84,176
+584
| +0.7% | +$21.9K | 1.92% | 17 |
|
|
2018
Q3 | $3.43M | Buy |
83,592
+1,076
| +1% | +$43.9K | 1.87% | 19 |
|
|
2018
Q2 | $3.25M | Sell |
82,516
-2,708
| -3% | -$106K | 1.81% | 18 |
|
|
2018
Q1 | $3.29M | Sell |
85,224
-12,636
| -13% | -$498K | 1.91% | 18 |
|
|
2017
Q4 | $3.79M | Sell |
97,860
-4,188
| -4% | -$158K | 2.95% | 8 |
|
|
2017
Q3 | $3.75M | Sell |
102,048
-2,652
| -3% | -$95.6K | 2.85% | 8 |
|
|
2017
Q2 | $3.73M | Buy |
104,700
+324
| +0.3% | +$11.4K | 2.9% | 6 |
|
|
2017
Q1 | $3.63M | Buy |
104,376
+1,272
| +1% | +$43.7K | 2.78% | 6 |
|
|
2016
Q4 | $3.39M | Sell |
103,104
-1,612
| -2% | -$52.2K | 2.86% | 7 |
|
|
2016
Q3 | $3.39M | Sell |
104,716
-4,112
| -4% | -$132K | 3.1% | 4 |
|
|
2016
Q2 | $3.36M | Buy |
108,828
+3,932
| +4% | +$120K | 3.33% | 5 |
|
|
2016
Q1 | $3.16M | Sell |
104,896
-11,764
| -10% | -$333K | 3.62% | 5 |
|
|
2015
Q4 | $3.5M | Sell |
116,660
-2,592
| -2% | -$79.1K | 3.47% | 3 |
|
|
2015
Q3 | $3.48M | Sell |
119,252
-1,240
| -1% | -$38.7K | 3.49% | 3 |
|
|
2015
Q2 | $3.84M | Sell |
120,492
-6,680
| -5% | -$217K | 3.48% | 5 |
|
|
2015
Q1 | $4.22M | Sell |
127,172
-1,440
| -1% | -$45.3K | 4.12% | 4 |
|
|
2014
Q4 | $3.97M | Sell |
128,612
-2,308
| -2% | -$69.6K | 3.84% | 5 |
|
|
2014
Q3 | $3.84M | Sell |
130,920
-6,840
| -5% | -$203K | 3.55% | 5 |
|
|
2014
Q2 | $4.09M | Buy |
137,760
+3,140
| +2% | +$89.7K | 3.28% | 4 |
|
|
2014
Q1 | $3.82M | Buy |
134,620
+16,500
| +14% | +$458K | 3.48% | 4 |
|
|
2013
Q4 | $3.25M | Buy |
+118,120
| New | +$3.15M | 3.34% | 6 |
|
Other funds holding VO
RJA
Tillar-Wenstrup Advisors's VO Position: Q1 2023 in Review
Tillar-Wenstrup Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2023, closing a stake of 98,248 shares — an estimated $5.01M sold.
Tillar-Wenstrup Advisors first reported a position in VO in Q4 2013 and held it in 37 quarters. The position peaked at $12M in Q2 2021. 1,616 funds tracked by Wall St. Rank hold VO as of Q1 2023.
- Tillar-Wenstrup Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
- Tillar-Wenstrup Advisors sold 98,248 Vanguard Mid-Cap ETF shares in Q1 2023, an estimated $5.01M.
- Tillar-Wenstrup Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and held it in 37 quarters.
- Tillar-Wenstrup Advisors's Vanguard Mid-Cap ETF position peaked at $12M in Q2 2021.
- 1,616 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2023.
Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.