VFA
Valeo Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225M | Buy |
3,629,957
+158,057
| +5% | +$9.79M | 5.41% | 3 |
|
|
2025
Q1 | $202M | Buy |
3,471,900
+332,514
| +11% | +$19.4M | 5.64% | 3 |
|
|
2024
Q4 | $196M | Buy |
3,139,386
+282,865
| +10% | +$17.6M | 5.44% | 3 |
|
|
2024
Q3 | $164M | Buy |
2,856,521
+1,479,710
| +107% | +$85.1M | 4.68% | 3 |
|
|
2024
Q2 | $80.6M | Buy |
1,376,811
+1,312,132
| +2,029% | +$76.8M | 2.52% | 11 |
|
|
2024
Q1 | $3.74M | Buy |
64,679
+52,299
| +422% | +$3.03M | 0.13% | 85 |
|
|
2023
Q4 | $3.43M | Buy |
12,380
+391
| +3% | +$108K | 0.14% | 87 |
|
|
2023
Q3 | $2.99M | Buy |
11,989
+278
| +2% | +$69.3K | 0.14% | 88 |
|
|
2023
Q2 | $3.06M | Sell |
11,711
-87
| -0.7% | -$22.7K | 0.14% | 88 |
|
|
2023
Q1 | $2.95M | Buy |
11,798
+874
| +8% | +$219K | 0.14% | 91 |
|
|
2022
Q4 | $2.64M | Sell |
10,924
-327
| -3% | -$79.1K | 0.15% | 90 |
|
|
2022
Q3 | $2.47M | Buy |
11,251
+20
| +0.2% | +$4.39K | 0.16% | 89 |
|
|
2022
Q2 | $2.54M | Sell |
11,231
-982
| -8% | -$222K | 0.16% | 84 |
|
|
2022
Q1 | $3.28M | Buy |
12,213
+578
| +5% | +$155K | 0.17% | 81 |
|
|
2021
Q4 | $3.29M | Buy |
11,635
+472
| +4% | +$134K | 0.18% | 75 |
|
|
2021
Q3 | $2.94M | Buy |
11,163
+1,769
| +19% | +$465K | 0.17% | 83 |
|
|
2021
Q2 | $2.52M | Buy |
9,394
+121
| +1% | +$32.5K | 0.15% | 84 |
|
|
2021
Q1 | $2.41M | Sell |
9,273
-123
| -1% | -$32K | 0.11% | 103 |
|
|
2020
Q4 | $2.16M | Buy |
9,396
+189
| +2% | +$43.4K | 0.11% | 99 |
|
|
2020
Q3 | $1.71M | Sell |
9,207
-481
| -5% | -$89.1K | 0.15% | 92 |
|
|
2020
Q2 | $1.72M | Sell |
9,688
-2,445
| -20% | -$435K | 0.16% | 89 |
|
|
2020
Q1 | $1.9M | Sell |
12,133
-582
| -5% | -$91K | 0.2% | 71 |
|
|
2019
Q4 | $2.62M | Buy |
12,715
+475
| +4% | +$97.8K | 0.25% | 60 |
|
|
2019
Q3 | $2.37M | Buy |
12,240
+2,089
| +21% | +$404K | 0.26% | 62 |
|
|
2019
Q2 | $1.97M | Buy |
10,151
+1,259
| +14% | +$245K | 0.23% | 70 |
|
|
2019
Q1 | $1.68M | Sell |
8,892
-90
| -1% | -$17K | 0.2% | 83 |
|
|
2018
Q4 | $1.49M | Buy |
8,982
+460
| +5% | +$76.4K | 0.21% | 78 |
|
|
2018
Q3 | $1.55M | Sell |
8,522
-25
| -0.3% | -$4.55K | 0.21% | 80 |
|
|
2018
Q2 | $1.7M | Buy |
8,547
+2,244
| +36% | +$445K | 0.24% | 71 |
|
|
2018
Q1 | $1.18M | Buy |
6,303
+1,173
| +23% | +$220K | 0.19% | 90 |
|
|
2017
Q4 | $973K | Buy |
5,130
+1,738
| +51% | +$330K | 0.16% | 102 |
|
|
2017
Q3 | $607K | Buy |
+3,392
| New | +$607K | 0.14% | 111 |
|