Valeo Financial Advisors’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 | $7.38M | Buy |
65,672
+48,335
| +279% | +$5.43M | 0.18% | 62 |
|
|
2025
Q1 | $4.48M | Buy |
17,337
+2,913
| +20% | +$753K | 0.13% | 82 |
|
|
2024
Q4 | $3.81M | Buy |
14,424
+945
| +7% | +$250K | 0.11% | 91 |
|
|
2024
Q3 | $3.56M | Buy |
13,479
+337
| +3% | +$88.9K | 0.1% | 99 |
|
|
2024
Q2 | $3.18M | Buy |
13,142
+7,995
| +155% | +$1.94M | 0.1% | 101 |
|
|
2024
Q1 | $1.23M | Buy |
5,147
+604
| +13% | +$145K | 0.04% | 203 |
|
|
2023
Q4 | $1.06M | Buy |
4,543
+199
| +5% | +$46.3K | 0.04% | 216 |
|
|
2023
Q3 | $905K | Buy |
4,344
+1,339
| +45% | +$279K | 0.04% | 228 |
|
|
2023
Q2 | $662K | Sell |
3,005
-28,718
| -91% | -$6.32M | 0.03% | 263 |
|
|
2023
Q1 | $761K | Buy |
31,723
+28,754
| +968% | +$690K | 0.04% | 255 |
|
|
2022
Q4 | $605K | Buy |
2,969
+53
| +2% | +$10.8K | 0.03% | 251 |
|
|
2022
Q3 | $548K | Hold |
2,916
| – | – | 0.03% | 246 |
|
|
2022
Q2 | $574K | Sell |
2,916
-25,716
| -90% | -$5.06M | 0.04% | 234 |
|
|
2022
Q1 | $667K | Buy |
28,632
+26,449
| +1,212% | +$616K | 0.03% | 256 |
|
|
2021
Q4 | $556K | Sell |
2,183
-260
| -11% | -$66.2K | 0.03% | 278 |
|
|
2021
Q3 | $578K | Sell |
2,443
-223
| -8% | -$52.8K | 0.03% | 261 |
|
|
2021
Q2 | $633K | Buy |
2,666
+877
| +49% | +$208K | 0.04% | 217 |
|
|
2021
Q1 | $396K | Sell |
1,789
-4
| -0.2% | -$885 | 0.02% | 303 |
|
|
2020
Q4 | $371K | Buy |
1,793
+79
| +5% | +$16.3K | 0.02% | 293 |
|
|
2020
Q3 | $302K | Sell |
1,714
-18,774
| -92% | -$3.31M | 0.03% | 248 |
|
|
2020
Q2 | $357K | Buy |
20,488
+17,801
| +662% | +$310K | 0.03% | 221 |
|
|
2020
Q1 | $385K | Buy |
2,687
+739
| +38% | +$106K | 0.04% | 199 |
|
|
2019
Q4 | $347K | Buy |
1,948
+221
| +13% | +$39.4K | 0.03% | 239 |
|
|
2019
Q3 | $289K | Buy |
1,727
+107
| +7% | +$17.9K | 0.03% | 231 |
|
|
2019
Q2 | $271K | Buy |
1,620
+7
| +0.4% | +$1.17K | 0.03% | 231 |
|
|
2019
Q1 | $259K | Buy |
1,613
+211
| +15% | +$33.9K | 0.03% | 229 |
|
|
2018
Q4 | $194K | Sell |
1,402
-803
| -36% | -$111K | 0.03% | 260 |
|
|
2018
Q3 | $330K | Buy |
2,205
+882
| +67% | +$132K | 0.04% | 206 |
|
|
2018
Q2 | $213K | Buy |
1,323
+353
| +36% | +$56.8K | 0.03% | 270 |
|
|
2018
Q1 | $150K | Buy |
970
+172
| +22% | +$26.6K | 0.02% | 289 |
|
|
2017
Q4 | $124K | Buy |
798
+348
| +77% | +$54.1K | 0.02% | 302 |
|
|
2017
Q3 | $66K | Buy |
+450
| New | +$66K | 0.01% | 357 |
|