UFA
US 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
Q1 | $13.1M | Sell |
50,649
-1,058
| -2% | -$274K | 3.87% | 5 |
|
|
2024
Q4 | $13.7M | Buy |
51,707
+671
| +1% | +$177K | 4.2% | 4 |
|
|
2024
Q3 | $13.5M | Buy |
51,036
+1,194
| +2% | +$315K | 4.19% | 4 |
|
|
2024
Q2 | $12.1M | Buy |
49,842
+588
| +1% | +$142K | 4.05% | 4 |
|
|
2024
Q1 | $12.3M | Buy |
49,254
+999
| +2% | +$250K | 4.26% | 6 |
|
|
2023
Q4 | $11.2M | Buy |
48,255
+2,069
| +4% | +$481K | 4.18% | 6 |
|
|
2023
Q3 | $9.62M | Buy |
46,186
+1,700
| +4% | +$354K | 4% | 6 |
|
|
2023
Q2 | $9.79M | Buy |
44,486
+1,923
| +5% | +$423K | 4.16% | 7 |
|
|
2023
Q1 | $8.98M | Buy |
42,563
+1,446
| +4% | +$305K | 4% | 9 |
|
|
2022
Q4 | $8.38M | Buy |
41,117
+601
| +1% | +$122K | 4.21% | 7 |
|
|
2022
Q3 | $7.62M | Buy |
40,516
+3,182
| +9% | +$598K | 4.27% | 9 |
|
|
2022
Q2 | $7.35M | Buy |
37,334
+882
| +2% | +$174K | 4.13% | 8 |
|
|
2022
Q1 | $8.67M | Buy |
36,452
+1,038
| +3% | +$247K | 4.17% | 8 |
|
|
2021
Q4 | $9.02M | Buy |
35,414
+1,223
| +4% | +$312K | 4.11% | 9 |
|
|
2021
Q3 | $8.1M | Buy |
34,191
+418
| +1% | +$99K | 4.01% | 11 |
|
|
2021
Q2 | $8.02M | Sell |
33,773
-19,889
| -37% | -$4.72M | 3.91% | 11 |
|
|
2021
Q1 | $11.9M | Buy |
53,662
+9,607
| +22% | +$2.13M | 3.3% | 9 |
|
|
2020
Q4 | $9.11M | Buy |
+44,055
| New | +$9.11M | 2.75% | 11 |
|
|
2016
Q2 | $4.49M | Hold |
36,995
| – | – | 9.01% | 1 |
|
|
2016
Q1 | $4.49M | Sell |
36,995
-9,387
| -20% | -$1.14M | 7.8% | 1 |
|
|
2015
Q4 | $5.57M | Buy |
46,382
+444
| +1% | +$53.3K | 5.29% | 3 |
|
|
2015
Q3 | $5.36M | Buy |
45,938
+198
| +0.4% | +$23.1K | 8.91% | 4 |
|
|
2015
Q2 | $5.83M | Sell |
45,740
-1,294
| -3% | -$165K | 5.5% | 12 |
|
|
2015
Q1 | $6.24M | Sell |
47,034
-321
| -0.7% | -$42.6K | 5.67% | 5 |
|
|
2014
Q4 | $5.85M | Buy |
+47,355
| New | +$5.85M | 5.23% | 11 |
|