Calamos Wealth Management’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 | $5.6M | Sell |
19,999
-200
| -1% | -$56K | 0.24% | 72 |
|
|
2025
Q1 | $5.22M | Buy |
20,199
+200
| +1% | +$51.7K | 0.26% | 72 |
|
|
2024
Q4 | $5.28M | Buy |
19,999
+21
| +0.1% | +$5.55K | 0.26% | 68 |
|
|
2024
Q3 | $5.27M | Buy |
19,978
+550
| +3% | +$145K | 0.27% | 70 |
|
|
2024
Q2 | $4.7M | Hold |
19,428
| – | – | 0.25% | 75 |
|
|
2024
Q1 | $4.85M | Hold |
19,428
| – | – | 0.27% | 74 |
|
|
2023
Q4 | $4.52M | Hold |
19,428
| – | – | 0.28% | 74 |
|
|
2023
Q3 | $4.05M | Buy |
19,428
+3,185
| +20% | +$663K | 0.31% | 73 |
|
|
2023
Q2 | $3.58M | Hold |
16,243
| – | – | 0.26% | 76 |
|
|
2023
Q1 | $3.43M | Buy |
16,243
+315
| +2% | +$66.4K | 0.27% | 78 |
|
|
2022
Q4 | $3.25M | Hold |
15,928
| – | – | 0.25% | 84 |
|
|
2022
Q3 | $2.99M | Sell |
15,928
-542
| -3% | -$102K | 0.26% | 79 |
|
|
2022
Q2 | $3.24M | Hold |
16,470
| – | – | 0.29% | 80 |
|
|
2022
Q1 | $3.92M | Hold |
16,470
| – | – | 0.29% | 82 |
|
|
2021
Q4 | $4.2M | Buy |
16,470
+542
| +3% | +$138K | 0.31% | 76 |
|
|
2021
Q3 | $3.77M | Hold |
15,928
| – | – | 0.3% | 79 |
|
|
2021
Q2 | $3.78M | Hold |
15,928
| – | – | 0.29% | 78 |
|
|
2021
Q1 | $3.53M | Hold |
15,928
| – | – | 0.29% | 79 |
|
|
2020
Q4 | $3.29M | Hold |
15,928
| – | – | 0.3% | 74 |
|
|
2020
Q3 | $2.81M | Hold |
15,928
| – | – | 0.32% | 69 |
|
|
2020
Q2 | $2.61M | Buy |
+15,928
| New | +$2.61M | 0.33% | 68 |
|