CWMK
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Caliber Wealth Management (Kansas)’s Vanguard Mid-Cap ETF VO Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13M Sell
46,626
-2,937
-6% -$822K 1.4% 15
2025
Q1 		$12.8M Buy
+49,563
New +$12.8M 1.75% 10