CAP Partners LLC’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 | $4.07M | Buy |
14,538
+523
| +4% | +$146K | 2.56% | 7 |
|
|
2025
Q1 | $3.62M | Sell |
14,015
-8,777
| -39% | -$2.27M | 2.63% | 8 |
|
|
2024
Q4 | $6.02M | Sell |
22,792
-170
| -0.7% | -$44.9K | 4.24% | 3 |
|
|
2024
Q3 | $6.06M | Buy |
22,962
+1,115
| +5% | +$294K | 4.53% | 2 |
|
|
2024
Q2 | $5.29M | Buy |
21,847
+1,491
| +7% | +$361K | 4.3% | 2 |
|
|
2024
Q1 | $5.09M | Buy |
20,356
+319
| +2% | +$79.7K | 4.49% | 2 |
|
|
2023
Q4 | $4.66M | Buy |
+20,037
| New | +$4.66M | 4.61% | 2 |
|