Cambridge Investment Research Advisors’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 | $70.3M | Sell |
251,044
-36,178
| -13% | -$10.1M | 0.21% | 80 |
|
|
2025
Q1 | $74.3M | Buy |
287,222
+5,038
| +2% | +$1.3M | 0.25% | 67 |
|
|
2024
Q4 | $74.5M | Buy |
282,184
+1,973
| +0.7% | +$521K | 0.25% | 66 |
|
|
2024
Q3 | $73.9M | Sell |
280,211
-8,740
| -3% | -$2.31M | 0.25% | 68 |
|
|
2024
Q2 | $70M | Sell |
288,951
-12,460
| -4% | -$3.02M | 0.26% | 68 |
|
|
2024
Q1 | $75.3M | Buy |
301,411
+1,597
| +0.5% | +$399K | 0.29% | 60 |
|
|
2023
Q4 | $69.7M | Buy |
299,814
+6,950
| +2% | +$1.62M | 0.3% | 57 |
|
|
2023
Q3 | $61M | Buy |
292,864
+19,772
| +7% | +$4.12M | 0.28% | 60 |
|
|
2023
Q2 | $60.1M | Sell |
273,092
-13,088
| -5% | -$2.88M | 0.27% | 58 |
|
|
2023
Q1 | $60.4M | Buy |
286,180
+21,438
| +8% | +$4.52M | 0.3% | 57 |
|
|
2022
Q4 | $54M | Buy |
264,742
+15,103
| +6% | +$3.08M | 0.28% | 67 |
|
|
2022
Q3 | $46.9M | Sell |
249,639
-481
| -0.2% | -$90.4K | 0.26% | 66 |
|
|
2022
Q2 | $49.3M | Sell |
250,120
-68,644
| -22% | -$13.5M | 0.27% | 66 |
|
|
2022
Q1 | $75.8M | Buy |
318,764
+28,643
| +10% | +$6.81M | 0.35% | 49 |
|
|
2021
Q4 | $73.9M | Buy |
290,121
+11,477
| +4% | +$2.92M | 0.33% | 54 |
|
|
2021
Q3 | $66M | Buy |
278,644
+7,338
| +3% | +$1.74M | 0.33% | 54 |
|
|
2021
Q2 | $64.4M | Buy |
271,306
+18,123
| +7% | +$4.3M | 0.31% | 56 |
|
|
2021
Q1 | $56M | Buy |
253,183
+24,515
| +11% | +$5.43M | 0.3% | 57 |
|
|
2020
Q4 | $47.3M | Buy |
228,668
+4,558
| +2% | +$942K | 0.28% | 64 |
|
|
2020
Q3 | $39.5M | Sell |
224,110
-686
| -0.3% | -$121K | 0.27% | 69 |
|
|
2020
Q2 | $36.8M | Buy |
224,796
+32,979
| +17% | +$5.41M | 0.28% | 68 |
|
|
2020
Q1 | $25.3M | Buy |
191,817
+40,907
| +27% | +$5.39M | 0.24% | 82 |
|
|
2019
Q4 | $26.9M | Buy |
150,910
+18,119
| +14% | +$3.23M | 0.21% | 105 |
|
|
2019
Q3 | $22.3M | Sell |
132,791
-5,407
| -4% | -$906K | 0.2% | 107 |
|
|
2019
Q2 | $23.1M | Buy |
138,198
+1,843
| +1% | +$308K | 0.21% | 103 |
|
|
2019
Q1 | $21.9M | Sell |
136,355
-15,361
| -10% | -$2.47M | 0.21% | 100 |
|
|
2018
Q4 | $21M | Buy |
151,716
+19,845
| +15% | +$2.74M | 0.23% | 93 |
|
|
2018
Q3 | $21.7M | Buy |
131,871
+9,793
| +8% | +$1.61M | 0.21% | 105 |
|
|
2018
Q2 | $19.2M | Sell |
122,078
-33,579
| -22% | -$5.29M | 0.2% | 110 |
|
|
2018
Q1 | $24M | Buy |
155,657
+31,756
| +26% | +$4.9M | 0.27% | 73 |
|
|
2017
Q4 | $19.2M | Sell |
123,901
-1,896
| -2% | -$293K | 0.23% | 95 |
|
|
2017
Q3 | $18.5M | Sell |
125,797
-9,790
| -7% | -$1.44M | 0.25% | 76 |
|
|
2017
Q2 | $19.3M | Buy |
135,587
+3,423
| +3% | +$488K | 0.28% | 72 |
|
|
2017
Q1 | $18.4M | Buy |
132,164
+22,789
| +21% | +$3.17M | 0.31% | 61 |
|
|
2016
Q4 | $14.4M | Buy |
109,375
+13,944
| +15% | +$1.84M | 0.27% | 73 |
|
|
2016
Q3 | $12.4M | Buy |
95,431
+7,797
| +9% | +$1.01M | 0.23% | 87 |
|
|
2016
Q2 | $10.8M | Buy |
87,634
+6,701
| +8% | +$828K | 0.23% | 91 |
|
|
2016
Q1 | $9.81M | Buy |
80,933
+9,719
| +14% | +$1.18M | 0.22% | 90 |
|
|
2015
Q4 | $8.55M | Sell |
71,214
-28,617
| -29% | -$3.44M | 0.2% | 105 |
|
|
2015
Q3 | $11.6M | Buy |
99,831
+10,841
| +12% | +$1.26M | 0.33% | 62 |
|
|
2015
Q2 | $11.3M | Buy |
88,990
+13,664
| +18% | +$1.74M | 0.31% | 68 |
|
|
2015
Q1 | $10M | Buy |
75,326
+25,182
| +50% | +$3.34M | 0.28% | 76 |
|
|
2014
Q4 | $6.2M | Sell |
50,144
-3,198
| -6% | -$395K | 0.19% | 110 |
|
|
2014
Q3 | $6.26M | Sell |
53,342
-14,039
| -21% | -$1.65M | 0.18% | 120 |
|
|
2014
Q2 | $8M | Buy |
67,381
+1,062
| +2% | +$126K | 0.28% | 77 |
|
|
2014
Q1 | $7.53M | Buy |
66,319
+7,634
| +13% | +$867K | 0.28% | 75 |
|
|
2013
Q4 | $6.46M | Buy |
58,685
+12,642
| +27% | +$1.39M | 0.26% | 80 |
|
|
2013
Q3 | $4.72M | Buy |
46,043
+2,965
| +7% | +$304K | 0.21% | 109 |
|
|
2013
Q2 | $4.1M | Buy |
+43,078
| New | +$4.1M | 0.21% | 102 |
|