Capital Advisors Ltd’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 | $219K | Sell |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $191K | Hold |
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|
2020
Q2 | $178K | Buy |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $313K | Hold |
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|
2019
Q3 | $294K | Hold |
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $23K | Hold |
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|
2017
Q3 | $22K | Hold |
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|
2017
Q2 | $22K | Sell |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $48K | Hold |
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|
2016
Q2 | $45K | Sell |
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|
2016
Q1 | $52K | Hold |
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|
2015
Q4 | $52K | Buy |
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|
2015
Q3 | $43K | Hold |
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|
2015
Q2 | $47K | Hold |
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|
2015
Q1 | $49K | Hold |
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|
2014
Q4 | $45K | Hold |
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|
2014
Q3 | $43K | Buy |
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|
2014
Q2 | $18K | Hold |
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|
2014
Q1 | $17K | Hold |
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|
2013
Q4 | $17K | Buy |
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