CFIA
Cantor Fitzgerald Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
5,145
-65
| -1% | -$18.2K | 0.1% | 120 |
|
|
2025
Q1 | $1.35M | Sell |
5,210
-82
| -2% | -$21.2K | 0.1% | 116 |
|
|
2024
Q4 | $1.4M | Sell |
5,292
-279
| -5% | -$73.7K | 0.1% | 117 |
|
|
2024
Q3 | $1.47M | Buy |
5,571
+2,759
| +98% | +$728K | 0.1% | 113 |
|
|
2024
Q2 | $681K | Sell |
2,812
-22
| -0.8% | -$5.33K | 0.05% | 122 |
|
|
2024
Q1 | $708K | Sell |
2,834
-18
| -0.6% | -$4.5K | 0.05% | 120 |
|
|
2023
Q4 | $664K | Buy |
+2,852
| New | +$664K | 0.05% | 122 |
|
|
2022
Q1 | $841K | Buy |
3,538
+64
| +2% | +$15.2K | 0.04% | 216 |
|
|
2021
Q4 | $885K | Sell |
3,474
-7
| -0.2% | -$1.78K | 0.05% | 213 |
|
|
2021
Q3 | $824K | Buy |
3,481
+4
| +0.1% | +$947 | 0.06% | 114 |
|
|
2021
Q2 | $825K | Sell |
3,477
-220
| -6% | -$52.2K | 0.06% | 115 |
|
|
2021
Q1 | $764K | Hold |
3,697
| – | – | 0.11% | 38 |
|
|
2020
Q4 | $764K | Buy |
3,697
+540
| +17% | +$112K | 0.11% | 38 |
|
|
2020
Q3 | $517K | Hold |
3,157
| – | – | 0.08% | 40 |
|
|
2020
Q2 | $517K | Buy |
3,157
+66
| +2% | +$10.8K | 0.08% | 40 |
|
|
2020
Q1 | $407K | Sell |
3,091
-249
| -7% | -$32.8K | 0.07% | 40 |
|
|
2019
Q4 | $595K | Sell |
3,340
-34
| -1% | -$6.06K | 0.09% | 33 |
|
|
2019
Q3 | $565K | Sell |
3,374
-1,964
| -37% | -$329K | 0.09% | 32 |
|
|
2019
Q2 | $892K | Sell |
5,338
-1,142
| -18% | -$191K | 0.14% | 30 |
|
|
2019
Q1 | $1.04M | Buy |
6,480
+37
| +0.6% | +$5.95K | 0.17% | 30 |
|
|
2018
Q4 | $890K | Sell |
6,443
-452
| -7% | -$62.4K | 0.15% | 30 |
|
|
2018
Q3 | $1.13M | Buy |
6,895
+187
| +3% | +$30.7K | 0.14% | 32 |
|
|
2018
Q2 | $1.06M | Sell |
6,708
-561
| -8% | -$88.4K | 0.13% | 32 |
|
|
2018
Q1 | $1.12M | Sell |
7,269
-452
| -6% | -$69.7K | 0.13% | 30 |
|
|
2017
Q4 | $1.2M | Sell |
7,721
-250
| -3% | -$38.7K | 0.14% | 33 |
|
|
2017
Q3 | $1.17M | Sell |
7,971
-20
| -0.3% | -$2.94K | 0.14% | 33 |
|
|
2017
Q2 | $1.14M | Buy |
+7,991
| New | +$1.14M | 0.14% | 35 |
|