CFA
Cahill Financial 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 | $7.59M | Buy |
27,114
+586
| +2% | +$164K | 0.94% | 23 |
|
|
2025
Q1 | $6.86M | Buy |
26,528
+1,049
| +4% | +$271K | 0.93% | 23 |
|
|
2024
Q4 | $6.73M | Buy |
25,479
+78
| +0.3% | +$20.6K | 0.91% | 24 |
|
|
2024
Q3 | $6.7M | Buy |
25,401
+236
| +0.9% | +$62.3K | 0.92% | 22 |
|
|
2024
Q2 | $6.09M | Buy |
25,165
+193
| +0.8% | +$46.7K | 0.83% | 25 |
|
|
2024
Q1 | $6.24M | Buy |
24,972
+227
| +0.9% | +$56.7K | 0.85% | 26 |
|
|
2023
Q4 | $5.76M | Buy |
24,745
+1,579
| +7% | +$367K | 0.85% | 26 |
|
|
2023
Q3 | $4.82M | Buy |
23,166
+1,422
| +7% | +$296K | 0.8% | 27 |
|
|
2023
Q2 | $4.79M | Buy |
21,744
+2,325
| +12% | +$512K | 0.77% | 28 |
|
|
2023
Q1 | $4.1M | Buy |
19,419
+1,425
| +8% | +$301K | 0.73% | 31 |
|
|
2022
Q4 | $3.67M | Sell |
17,994
-2,158
| -11% | -$440K | 0.71% | 30 |
|
|
2022
Q3 | $3.79M | Buy |
20,152
+6,291
| +45% | +$1.18M | 0.8% | 30 |
|
|
2022
Q2 | $2.73M | Sell |
13,861
-692
| -5% | -$136K | 0.58% | 43 |
|
|
2022
Q1 | $3.46M | Sell |
14,553
-953
| -6% | -$227K | 0.65% | 42 |
|
|
2021
Q4 | $3.95M | Buy |
15,506
+357
| +2% | +$90.9K | 0.76% | 33 |
|
|
2021
Q3 | $3.59M | Buy |
15,149
+18
| +0.1% | +$4.26K | 0.73% | 32 |
|
|
2021
Q2 | $3.59M | Buy |
15,131
+325
| +2% | +$77.1K | 0.81% | 28 |
|
|
2021
Q1 | $3.28M | Buy |
14,806
+338
| +2% | +$74.8K | 0.8% | 30 |
|
|
2020
Q4 | $2.99M | Buy |
14,468
+497
| +4% | +$103K | 0.75% | 31 |
|
|
2020
Q3 | $2.46M | Buy |
13,971
+7
| +0.1% | +$1.23K | 0.89% | 28 |
|
|
2020
Q2 | $2.29M | Buy |
13,964
+10,852
| +349% | +$1.78M | 0.89% | 27 |
|
|
2020
Q1 | $410K | Buy |
3,112
+23
| +0.7% | +$3.03K | 0.19% | 102 |
|
|
2019
Q4 | $551K | Buy |
3,089
+17
| +0.6% | +$3.03K | 0.2% | 101 |
|
|
2019
Q3 | $515K | Buy |
3,072
+19
| +0.6% | +$3.19K | 0.2% | 104 |
|
|
2019
Q2 | $511K | Buy |
3,053
+437
| +17% | +$73.1K | 0.2% | 99 |
|
|
2019
Q1 | $421K | Buy |
+2,616
| New | +$421K | 0.18% | 107 |
|
|
2018
Q3 | – | Sell |
-2,242
| Closed | -$354K | – | 161 |
|
|
2018
Q2 | $354K | Buy |
+2,242
| New | +$354K | 0.16% | 121 |
|