Cape Investment Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
2025
Q1
$365K Buy
2024
Q4
$359K Buy
2024
Q3
$271K Buy
2024
Q2
$121K Sell
2024
Q1
$140K Buy
2023
Q4
$128K Sell
2023
Q3
$115K Buy
2023
Q2
$79K Buy
2023
Q1
$61.1K Buy