Calton & Associates’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 | $304K | Buy |
1,087
+124
| +13% | +$34.7K | 0.05% | 282 |
|
|
2025
Q1 | $249K | Buy |
+963
| New | +$249K | 0.06% | 270 |
|
|
2022
Q1 | – | Sell |
-874
| Closed | -$222K | – | 411 |
|
|
2021
Q4 | $222K | Sell |
874
-669
| -43% | -$170K | 0.06% | 329 |
|
|
2021
Q3 | $365K | Buy |
+1,543
| New | +$365K | 0.08% | 251 |
|