Capital Advisors Wealth Management’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 | $2.66M | Buy |
9,520
+197
| +2% | +$55.1K | 0.42% | 51 |
|
|
2025
Q1 | $2.41M | Sell |
9,323
-3,505
| -27% | -$906K | 0.43% | 48 |
|
|
2024
Q4 | $3.39M | Sell |
12,828
-300
| -2% | -$79.2K | 0.6% | 40 |
|
|
2024
Q3 | $3.46M | Buy |
13,128
+143
| +1% | +$37.7K | 0.64% | 36 |
|
|
2024
Q2 | $3.14M | Buy |
12,985
+995
| +8% | +$241K | 0.62% | 37 |
|
|
2024
Q1 | $3M | Sell |
11,990
-3,951
| -25% | -$987K | 0.62% | 36 |
|
|
2023
Q4 | $3.71M | Buy |
15,941
+752
| +5% | +$175K | 0.85% | 28 |
|
|
2023
Q3 | $3.16M | Buy |
15,189
+13,349
| +725% | +$2.78M | 0.83% | 27 |
|
|
2023
Q2 | $405K | Buy |
1,840
+129
| +8% | +$28.4K | 0.1% | 88 |
|
|
2023
Q1 | $361K | Buy |
+1,711
| New | +$361K | 0.1% | 91 |
|