Valmark Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History

Valmark Advisers’s Portfolio VO Stock Details VO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.5M	Buy	33,943 +734	+2%	+$205K	0.13%	79
2025 Q1	$8.59M	Sell	33,209 -166	-0.5%	-$42.9K	0.13%	79
2024 Q4	$8.82M	Buy	33,375 +217	+0.7%	+$57.3K	0.14%	78
2024 Q3	$8.75M	Buy	33,158 +252	+0.8%	+$66.5K	0.14%	73
2024 Q2	$7.97M	Buy	32,906 +273	+0.8%	+$66.1K	0.14%	70
2024 Q1	$8.15M	Buy	32,633 +550	+2%	+$137K	0.14%	68
2023 Q4	$7.46M	Buy	32,083 +976	+3%	+$227K	0.14%	67
2023 Q3	$6.48M	Buy	31,107 +247	+0.8%	+$51.4K	0.13%	64
2023 Q2	$6.79M	Sell	30,860 -789	-2%	-$174K	0.14%	64
2023 Q1	$6.68M	Sell	31,649 -1,776	-5%	-$375K	0.14%	60
2022 Q4	$6.81M	Sell	33,425 -631	-2%	-$129K	0.16%	59
2022 Q3	$6.4M	Sell	34,056 -6,882	-17%	-$1.29M	0.13%	57
2022 Q2	$8.06M	Sell	40,938 -12,399	-23%	-$2.44M	0.16%	53
2022 Q1	$12.7M	Buy	53,337 +26,511	+99%	+$6.31M	0.22%	47
2021 Q4	$6.83M	Sell	26,826 -2,210	-8%	-$563K	0.12%	59
2021 Q3	$6.87M	Buy	29,036 +1,811	+7%	+$429K	0.13%	54
2021 Q2	$6.46M	Buy	27,225 +1,352	+5%	+$321K	0.12%	53
2021 Q1	$5.73M	Buy	25,873 +866	+3%	+$192K	0.11%	53
2020 Q4	$5.17M	Buy	25,007 +2,376	+10%	+$491K	0.11%	55
2020 Q3	$3.99M	Buy	22,631 +3,295	+17%	+$581K	0.09%	61
2020 Q2	$3.17M	Sell	19,336 -737	-4%	-$121K	0.07%	60
2020 Q1	$2.64M	Buy	20,073 +1,000	+5%	+$132K	0.07%	56
2019 Q4	$3.4M	Buy	19,073 +1,296	+7%	+$231K	0.07%	49
2019 Q3	$2.98M	Buy	17,777 +919	+5%	+$154K	0.07%	53
2019 Q2	$2.82M	Buy	16,858 +1,340	+9%	+$224K	0.06%	54
2019 Q1	$2.49M	Buy	15,518 +1,894	+14%	+$304K	0.06%	53
2018 Q4	$1.88M	Buy	13,624 +19	+0.1%	+$2.63K	0.05%	55
2018 Q3	$2.23M	Buy	13,605 +451	+3%	+$74.1K	0.05%	49
2018 Q2	$2.07M	Buy	13,154 +480	+4%	+$75.7K	0.05%	50
2018 Q1	$1.95M	Buy	12,674 +199	+2%	+$30.7K	0.04%	51
2017 Q4	$1.93M	Buy	+12,475	New	+$1.93M	0.04%	51