WIA
World Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
49,489
+2,443
| +5% | +$684K | 0.31% | 66 |
|
|
2025
Q1 | $12.2M | Sell |
47,046
-57,786
| -55% | -$14.9M | 0.32% | 65 |
|
|
2024
Q4 | $27.7M | Buy |
104,832
+7,138
| +7% | +$1.89M | 0.76% | 22 |
|
|
2024
Q3 | $25.8M | Buy |
97,694
+86,329
| +760% | +$22.8M | 0.81% | 17 |
|
|
2024
Q2 | $2.75M | Buy |
+11,365
| New | +$2.75M | 0.17% | 128 |
|
|
2024
Q1 | – | Sell |
-8,824
| Closed | -$2.05M | – | 481 |
|
|
2023
Q4 | $2.05M | Buy |
8,824
+504
| +6% | +$117K | 0.27% | 83 |
|
|
2023
Q3 | $1.73M | Buy |
8,320
+516
| +7% | +$107K | 0.34% | 60 |
|
|
2023
Q2 | $1.72M | Buy |
7,804
+3,267
| +72% | +$719K | 0.33% | 55 |
|
|
2023
Q1 | $957K | Buy |
4,537
+1,712
| +61% | +$361K | 0.2% | 86 |
|
|
2022
Q4 | $576K | Sell |
2,825
-2,946
| -51% | -$600K | 0.13% | 114 |
|
|
2022
Q3 | $1.09M | Buy |
5,771
+34
| +0.6% | +$6.39K | 0.26% | 66 |
|
|
2022
Q2 | $1.24M | Buy |
5,737
+68
| +1% | +$14.7K | 0.26% | 62 |
|
|
2022
Q1 | $1.35M | Sell |
5,669
-23
| -0.4% | -$5.47K | 0.28% | 65 |
|
|
2021
Q4 | $1.36M | Buy |
5,692
+88
| +2% | +$21K | 0.28% | 66 |
|
|
2021
Q3 | $1.33M | Buy |
5,604
+702
| +14% | +$166K | 0.3% | 60 |
|
|
2021
Q2 | $1.16M | Buy |
4,902
+179
| +4% | +$42.5K | 0.27% | 67 |
|
|
2021
Q1 | $1.07M | Buy |
4,723
+677
| +17% | +$153K | 0.26% | 69 |
|
|
2020
Q4 | $904K | Buy |
4,046
+347
| +9% | +$77.5K | 0.23% | 76 |
|
|
2020
Q3 | $652K | Sell |
3,699
-2,864
| -44% | -$505K | 0.22% | 72 |
|
|
2020
Q2 | $1.17M | Sell |
6,563
-699
| -10% | -$124K | 0.41% | 45 |
|
|
2020
Q1 | $956K | Buy |
+7,262
| New | +$956K | 0.44% | 37 |
|