TFA
Transamerica Financial 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 | $22.5M | Sell |
80,339
-799
| -1% | -$224K | 2.11% | 5 |
|
|
2025
Q1 | $21M | Buy |
81,138
+4,464
| +6% | +$1.15M | 2.14% | 5 |
|
|
2024
Q4 | $20.3M | Sell |
76,674
-1,220
| -2% | -$322K | 2% | 5 |
|
|
2024
Q3 | $20.6M | Sell |
77,894
-2,817
| -3% | -$743K | 2.01% | 5 |
|
|
2024
Q2 | $19.5M | Hold |
80,711
| – | – | 2.09% | 4 |
|
|
2024
Q1 | $20.2M | Buy |
+80,711
| New | +$20.2M | 2.05% | 5 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$7K | – | 657 |
|
|
2023
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $7K | Hold |
31
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $7K | Hold |
31
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $7K | Buy |
+31
| New | +$7K | ﹤0.01% | 329 |
|
|
2016
Q4 | – | Sell |
-18
| Closed | -$3K | – | 474 |
|
|
2016
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 305 |
|