Caldwell Trust’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Buy |
31,010
+289
|
|
||||
|
2025
Q1 | $7.95M | Buy |
30,721
+848
|
|
||||
|
2024
Q4 | $7.89M | Buy |
29,873
+428
|
|
||||
|
2024
Q3 | $7.77M | Sell |
29,445
-1,260
|
|
||||
|
2024
Q2 | $7.43M | Buy |
30,705
+833
|
|
||||
|
2024
Q1 | $7.46M | Buy |
29,872
+215
|
|
||||
|
2023
Q4 | $6.9M | Sell |
29,657
-36
|
|
||||
|
2023
Q3 | $6.18M | Buy |
29,693
+322
|
|
||||
|
2023
Q2 | $6.47M | Sell |
29,371
-1,033
|
|
||||
|
2023
Q1 | $6.41M | Sell |
30,404
-72
|
|
||||
|
2022
Q4 | $6.21M | Sell |
30,476
-1,291
|
|
||||
|
2022
Q3 | $5.97M | Sell |
31,767
-32
|
|
||||
|
2022
Q2 | $6.26M | Sell |
31,799
-276
|
|
||||
|
2022
Q1 | $7.63M | Buy |
32,075
+383
|
|
||||
|
2021
Q4 | $8.07M | Buy |
31,692
+775
|
|
||||
|
2021
Q3 | $7.32M | Buy |
30,917
+2,283
|
|
||||
|
2021
Q2 | $6.8M | Sell |
28,634
-1,350
|
|
||||
|
2021
Q1 | $6.64M | Buy |
29,984
+2,075
|
|
||||
|
2020
Q4 | $5.77M | Sell |
27,909
-191
|
|
||||
|
2020
Q3 | $4.95M | Sell |
28,100
-5,036
|
|
||||
|
2020
Q2 | $5.43M | Buy |
33,136
+504
|
|
||||
|
2020
Q1 | $4.3M | Sell |
32,632
-1,244
|
|
||||
|
2019
Q4 | $6.04M | Buy |
+33,876
|
|