Capital Advisors Inc’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
Q3 | $224K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $468K | Buy |
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