Capital Advisors Wealth Management’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
2026 Q1	$3.12M	Sell	43,520 -24	-0.1%	-$1.78K	0.42%	52
2025 Q4	$3.16M	Sell	43,544 -332	-0.8%	-$24.2K	0.43%	50
2025 Q3	$3.22M	Buy	43,876 +5,796	+15%	+$416K	0.46%	48
2025 Q2	$2.66M	Buy	38,080 +788	+2%	+$51.7K	0.42%	51
2025 Q1	$2.41M	Sell	37,292 -14,020	-27%	-$941K	0.43%	48
2024 Q4	$3.39M	Sell	51,312 -1,200	-2%	-$81.5K	0.6%	40
2024 Q3	$3.46M	Buy	52,512 +572	+1%	+$35.9K	0.64%	36
2024 Q2	$3.14M	Buy	51,940 +3,980	+8%	+$242K	0.62%	37
2024 Q1	$3M	Sell	47,960 -15,804	-25%	-$934K	0.62%	36
2023 Q4	$3.71M	Buy	63,764 +3,008	+5%	+$161K	0.85%	28
2023 Q3	$3.16M	Buy	60,756 +53,396	+725%	+$2.93M	0.83%	27
2023 Q2	$405K	Buy	7,360 +516	+8%	+$27.1K	0.1%	88
2023 Q1	$361K	Buy	+6,844	New	+$364K	0.1%	91