UMB Bank’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 | $2.8M | Sell |
9,991
-156
| -2% | -$43.7K | 0.04% | 217 |
|
2025
Q1 | $2.62M | Sell |
10,147
-64
| -0.6% | -$16.6K | 0.04% | 215 |
|
2024
Q4 | $2.7M | Sell |
10,211
-1,230
| -11% | -$325K | 0.04% | 215 |
|
2024
Q3 | $3.02M | Sell |
11,441
-161
| -1% | -$42.5K | 0.05% | 201 |
|
2024
Q2 | $2.81M | Sell |
11,602
-4,748
| -29% | -$1.15M | 0.05% | 204 |
|
2024
Q1 | $4.09M | Sell |
16,350
-189
| -1% | -$47.2K | 0.06% | 177 |
|
2023
Q4 | $3.85M | Hold |
16,539
| – | – | 0.06% | 180 |
|
2023
Q3 | $3.44M | Sell |
16,539
-17,202
| -51% | -$3.58M | 0.06% | 188 |
|
2023
Q2 | $7.43M | Sell |
33,741
-3,631
| -10% | -$799K | 0.11% | 151 |
|
2023
Q1 | $7.88M | Sell |
37,372
-12,979
| -26% | -$2.74M | 0.13% | 146 |
|
2022
Q4 | $10.3M | Sell |
50,351
-2,921
| -5% | -$595K | 0.16% | 125 |
|
2022
Q3 | $10M | Sell |
53,272
-6,241
| -10% | -$1.17M | 0.17% | 126 |
|
2022
Q2 | $11.7M | Sell |
59,513
-2,114
| -3% | -$416K | 0.18% | 120 |
|
2022
Q1 | $14.7M | Sell |
61,627
-13,231
| -18% | -$3.15M | 0.19% | 112 |
|
2021
Q4 | $19.1M | Buy |
74,858
+68,202
| +1,025% | +$17.4M | 0.24% | 89 |
|
2021
Q3 | $1.58M | Sell |
6,656
-100
| -1% | -$23.7K | 0.04% | 213 |
|
2021
Q2 | $1.6M | Sell |
6,756
-225
| -3% | -$53.4K | 0.04% | 207 |
|
2021
Q1 | $1.55M | Buy |
6,981
+1,965
| +39% | +$435K | 0.04% | 198 |
|
2020
Q4 | $1.04M | Sell |
5,016
-446
| -8% | -$92.2K | 0.03% | 215 |
|
2020
Q3 | $895K | Hold |
5,462
| – | – | 0.03% | 214 |
|
2020
Q2 | $895K | Sell |
5,462
-2,032
| -27% | -$333K | 0.03% | 214 |
|
2020
Q1 | $986K | Buy |
7,494
+12
| +0.2% | +$1.58K | 0.04% | 205 |
|
2019
Q4 | $1.33M | Buy |
7,482
+4,714
| +170% | +$840K | 0.04% | 196 |
|
2019
Q3 | $464 | Hold |
2,768
| – | – | 0.01% | 278 |
|
2019
Q2 | $462 | Sell |
2,768
-554
| -17% | -$92 | 0.01% | 270 |
|
2019
Q1 | $534K | Buy |
3,322
+638
| +24% | +$103K | 0.02% | 259 |
|
2018
Q4 | $370 | Sell |
2,684
-157
| -6% | -$22 | 0.01% | 260 |
|
2018
Q3 | $467K | Sell |
2,841
-940
| -25% | -$155K | 0.01% | 258 |
|
2018
Q2 | $596K | Buy |
3,781
+191
| +5% | +$30.1K | 0.02% | 243 |
|
2018
Q1 | $553K | Hold |
3,590
| – | – | 0.02% | 250 |
|
2017
Q4 | $556K | Hold |
3,590
| – | – | 0.02% | 240 |
|
2017
Q3 | $527K | Hold |
3,590
| – | – | 0.02% | 242 |
|
2017
Q2 | $511K | Buy |
3,590
+1,100
| +44% | +$157K | 0.02% | 236 |
|
2017
Q1 | $347K | Buy |
2,490
+12
| +0.5% | +$1.67K | 0.01% | 277 |
|
2016
Q4 | $326K | Hold |
2,478
| – | – | 0.01% | 276 |
|
2016
Q3 | $321K | Hold |
2,478
| – | – | 0.01% | 284 |
|
2016
Q2 | $306K | Hold |
2,478
| – | – | 0.01% | 283 |
|
2016
Q1 | $300K | Buy |
2,478
+170
| +7% | +$20.6K | 0.01% | 288 |
|
2015
Q4 | $277K | Buy |
2,308
+332
| +17% | +$39.8K | 0.01% | 297 |
|
2015
Q3 | $231K | Buy |
+1,976
| New | +$231K | 0.01% | 271 |
|