WANY
Wealthspire Advisors (New York)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341M | Buy |
1,217,920
+98,834
| +9% | +$27.7M | 1.92% | 13 |
|
|
2025
Q1 | $289M | Buy |
1,119,086
+561,872
| +101% | +$145M | 1.73% | 14 |
|
|
2024
Q4 | $147M | Buy |
557,214
+6,087
| +1% | +$1.61M | 1.46% | 16 |
|
|
2024
Q3 | $145M | Buy |
551,127
+10,724
| +2% | +$2.83M | 1.48% | 14 |
|
|
2024
Q2 | $131M | Sell |
540,403
-8,325
| -2% | -$2.02M | 1.68% | 12 |
|
|
2024
Q1 | $137M | Sell |
548,728
-9,149
| -2% | -$2.29M | 1.83% | 11 |
|
|
2023
Q4 | $130M | Buy |
557,877
+1,635
| +0.3% | +$380K | 1.84% | 11 |
|
|
2023
Q3 | $116M | Sell |
556,242
-829
| -0.1% | -$173K | 1.91% | 11 |
|
|
2023
Q2 | $123M | Buy |
557,071
+128
| +0% | +$28.2K | 2% | 11 |
|
|
2023
Q1 | $117M | Buy |
556,943
+3,986
| +0.7% | +$841K | 2.02% | 11 |
|
|
2022
Q4 | $113M | Buy |
552,957
+26,655
| +5% | +$5.43M | 2.05% | 11 |
|
|
2022
Q3 | $98.9M | Buy |
526,302
+50,351
| +11% | +$9.46M | 2.07% | 11 |
|
|
2022
Q2 | $93.7M | Buy |
475,951
+21,428
| +5% | +$4.22M | 1.96% | 12 |
|
|
2022
Q1 | $108M | Buy |
454,523
+70,677
| +18% | +$16.8M | 2.43% | 11 |
|
|
2021
Q4 | $97.8M | Buy |
383,846
+19,363
| +5% | +$4.93M | 2.16% | 11 |
|
|
2021
Q3 | $86.3M | Sell |
364,483
-17,834
| -5% | -$4.22M | 1.79% | 13 |
|
|
2021
Q2 | $90.7M | Buy |
382,317
+2,940
| +0.8% | +$698K | 2.39% | 12 |
|
|
2021
Q1 | $84M | Sell |
379,377
-4,404
| -1% | -$975K | 1.99% | 11 |
|
|
2020
Q4 | $79.4M | Buy |
383,781
+343,252
| +847% | +$71M | 2.36% | 11 |
|
|
2020
Q3 | $7.14M | Buy |
40,529
+1,378
| +4% | +$243K | 0.42% | 31 |
|
|
2020
Q2 | $6.42M | Sell |
39,151
-333,311
| -89% | -$54.6M | 0.45% | 32 |
|
|
2020
Q1 | $49M | Buy |
+372,462
| New | +$49M | 2.06% | 11 |
|
|
2019
Q1 | – | Sell |
-240
| Closed | -$33K | – | 775 |
|
|
2018
Q4 | $33K | Buy |
+240
| New | +$33K | ﹤0.01% | 245 |
|