Valley National Advisers’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 | $386K | Hold |
1,382
| – | – | 0.06% | 180 |
|
|
2025
Q1 | $357K | Hold |
1,382
| – | – | 0.06% | 188 |
|
|
2024
Q4 | $365K | Sell |
1,382
-45
| -3% | -$11.9K | 0.07% | 185 |
|
|
2024
Q3 | $376K | Hold |
1,427
| – | – | 0.07% | 187 |
|
|
2024
Q2 | $345K | Hold |
1,427
| – | – | 0.05% | 192 |
|
|
2024
Q1 | $356K | Hold |
1,427
| – | – | 0.05% | 194 |
|
|
2023
Q4 | $331K | Sell |
1,427
-361
| -20% | -$83.7K | 0.05% | 197 |
|
|
2023
Q3 | $372K | Sell |
1,788
-6
| -0.3% | -$1.25K | 0.07% | 189 |
|
|
2023
Q2 | $395K | Sell |
1,794
-216
| -11% | -$47.6K | 0.07% | 191 |
|
|
2023
Q1 | $423K | Sell |
2,010
-179
| -8% | -$37.7K | 0.07% | 184 |
|
|
2022
Q4 | $467K | Sell |
2,189
-1,873
| -46% | -$400K | 0.08% | 177 |
|
|
2022
Q3 | $790K | Buy |
4,062
+2,918
| +255% | +$568K | 0.16% | 115 |
|
|
2022
Q2 | $232K | Hold |
1,144
| – | – | 0.05% | 210 |
|
|
2022
Q1 | $272K | Buy |
1,144
+720
| +170% | +$171K | 0.05% | 201 |
|
|
2021
Q4 | $108K | Hold |
424
| – | – | 0.02% | 279 |
|
|
2021
Q3 | $100K | Hold |
424
| – | – | 0.02% | 274 |
|
|
2021
Q2 | $101K | Hold |
424
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $94K | Buy |
424
+57
| +16% | +$12.6K | 0.02% | 280 |
|
|
2020
Q4 | $76K | Hold |
367
| – | – | 0.02% | 280 |
|
|
2020
Q3 | $65K | Sell |
367
-48
| -12% | -$8.5K | 0.01% | 271 |
|
|
2020
Q2 | $68K | Sell |
415
-92
| -18% | -$15.1K | 0.02% | 261 |
|
|
2020
Q1 | $67K | Buy |
507
+140
| +38% | +$18.5K | 0.02% | 256 |
|
|
2019
Q4 | $65K | Hold |
367
| – | – | 0.02% | 288 |
|
|
2019
Q3 | $62K | Hold |
367
| – | – | 0.02% | 283 |
|
|
2019
Q2 | $61K | Hold |
367
| – | – | 0.02% | 274 |
|
|
2019
Q1 | $59K | Hold |
367
| – | – | 0.02% | 275 |
|
|
2018
Q4 | $51K | Buy |
367
+50
| +16% | +$6.95K | 0.02% | 265 |
|
|
2018
Q3 | $52K | Hold |
317
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $50K | Buy |
+317
| New | +$50K | 0.02% | 261 |
|