Tompkins Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Tompkins Financial’s Portfolio VO Stock Details VO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$177K	Buy	632 +169	+37%	+$47.3K	0.02%	197
2025 Q1	$120K	Buy	463 +20	+5%	+$5.17K	0.01%	239
2024 Q4	$117K	Sell	443 -100	-18%	-$26.4K	0.01%	239
2024 Q3	$143K	Hold	543	–	–	0.01%	228
2024 Q2	$131K	Hold	543	–	–	0.01%	239
2024 Q1	$136K	Sell	543 -97	-15%	-$24.2K	0.02%	238
2023 Q4	$149K	Sell	640 -238	-27%	-$55.4K	0.02%	229
2023 Q3	$183K	Buy	878 +490	+126%	+$102K	0.03%	185
2023 Q2	$85.4K	Sell	388 -1,565	-80%	-$345K	0.01%	281
2023 Q1	$412K	Sell	1,953 -170	-8%	-$35.9K	0.07%	128
2022 Q4	$432K	Sell	2,123 -1,220	-36%	-$248K	0.07%	129
2022 Q3	$628K	Buy	3,343 +238	+8%	+$44.7K	0.11%	105
2022 Q2	$612K	Hold	3,105	–	–	0.1%	109
2022 Q1	$738K	Buy	3,105 +320	+11%	+$76.1K	0.1%	105
2021 Q4	$710K	Sell	2,785 -270	-9%	-$68.8K	0.13%	83
2021 Q3	$723K	Buy	+3,055	New	+$723K	0.13%	84
2021 Q1	$772K	Sell	3,490 -180	-5%	-$39.8K	0.13%	82
2020 Q4	$759K	Hold	3,670	–	–	0.14%	81
2020 Q3	$647K	Sell	3,670 -415	-10%	-$73.2K	0.12%	93
2020 Q2	$670K	Sell	4,085 -210	-5%	-$34.4K	0.14%	89
2020 Q1	$565K	Hold	4,295	–	–	0.13%	91
2019 Q4	$765K	Hold	4,295	–	–	0.14%	91
2019 Q3	$720K	Buy	4,295 +750	+21%	+$126K	0.15%	91
2019 Q2	$593K	Buy	3,545 +45	+1%	+$7.53K	0.12%	99
2019 Q1	$563K	Hold	3,500	–	–	0.11%	104
2018 Q4	$484K	Sell	3,500 -28	-0.8%	-$3.87K	0.11%	109
2018 Q3	$579K	Sell	3,528 -317	-8%	-$52K	0.12%	104
2018 Q2	$606K	Hold	3,845	–	–	0.13%	100
2018 Q1	$593K	Buy	3,845 +317	+9%	+$48.9K	0.13%	101
2017 Q4	$546K	Buy	3,528 +28	+0.8%	+$4.33K	0.13%	105
2017 Q3	$515K	Hold	3,500	–	–	0.12%	106
2017 Q2	$499K	Sell	3,500 -180	-5%	-$25.7K	0.13%	103
2017 Q1	$512K	Hold	3,680	–	–	0.13%	99
2016 Q4	$484K	Buy	3,680 +1,045	+40%	+$137K	0.13%	100
2016 Q3	$341K	Buy	2,635 +2,310	+711%	+$299K	0.1%	116
2016 Q2	$40K	Hold	325	–	–	0.01%	275
2016 Q1	$39K	Buy	+325	New	+$39K	0.01%	268