Cape Investment Advisory’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 | $396K | Buy |
1,416
+5
| +0.4% | +$1.4K | 0.14% | 115 |
|
|
2025
Q1 | $365K | Buy |
1,411
+52
| +4% | +$13.5K | 0.15% | 113 |
|
|
2024
Q4 | $359K | Buy |
1,359
+330
| +32% | +$87.2K | 0.14% | 116 |
|
|
2024
Q3 | $271K | Buy |
1,029
+531
| +107% | +$140K | 0.11% | 135 |
|
|
2024
Q2 | $121K | Sell |
498
-63
| -11% | -$15.2K | 0.05% | 211 |
|
|
2024
Q1 | $140K | Buy |
561
+9
| +2% | +$2.25K | 0.07% | 179 |
|
|
2023
Q4 | $128K | Sell |
552
-2
| -0.4% | -$465 | 0.06% | 190 |
|
|
2023
Q3 | $115K | Buy |
554
+195
| +54% | +$40.6K | 0.07% | 192 |
|
|
2023
Q2 | $79K | Buy |
359
+69
| +24% | +$15.2K | 0.04% | 227 |
|
|
2023
Q1 | $61.1K | Buy |
+290
| New | +$61.1K | 0.04% | 239 |
|