Capital Advantage’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 | $3.86M | Sell |
13,800
-9,391
| -40% | -$2.63M | 0.61% | 30 |
|
2025
Q1 | $6.13M | Hold |
23,191
| – | – | 1.12% | 20 |
|
2024
Q4 | $6.13M | Buy |
23,191
+1,736
| +8% | +$459K | 1.12% | 20 |
|
2024
Q3 | $5.66M | Buy |
21,455
+3,167
| +17% | +$836K | 1.08% | 20 |
|
2024
Q2 | $4.43M | Buy |
18,288
+6,054
| +49% | +$1.47M | 0.91% | 23 |
|
2024
Q1 | $3M | Buy |
+12,234
| New | +$3M | 0.61% | 27 |
|