Caldwell Sutter Capital’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 | $387K | Buy |
1,385
+10
| +0.7% | +$2.8K | 0.18% | 132 |
|
|
2025
Q1 | $355K | Buy |
1,375
+3
| +0.2% | +$776 | 0.17% | 135 |
|
|
2024
Q4 | $362K | Sell |
1,372
-5
| -0.4% | -$1.32K | 0.17% | 132 |
|
|
2024
Q3 | $363K | Buy |
1,377
+4
| +0.3% | +$1.06K | 0.17% | 136 |
|
|
2024
Q2 | $333K | Sell |
1,373
-10
| -0.7% | -$2.42K | 0.16% | 141 |
|
|
2024
Q1 | $346K | Buy |
1,383
+76
| +6% | +$19K | 0.17% | 137 |
|
|
2023
Q4 | $304K | Buy |
1,307
+90
| +7% | +$20.9K | 0.15% | 136 |
|
|
2023
Q3 | $254K | Buy |
1,217
+78
| +7% | +$16.2K | 0.14% | 150 |
|
|
2023
Q2 | $251K | Buy |
1,139
+806
| +242% | +$177K | 0.13% | 154 |
|
|
2023
Q1 | $70.2K | Buy |
333
+303
| +1,010% | +$63.9K | 0.05% | 217 |
|
|
2022
Q4 | $6.11K | Buy |
+30
| New | +$6.11K | 0.01% | 275 |
|