CAGAS
Capital Advisory Group Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
6,716
-127
| -2% | -$35.5K | 0.68% | 47 |
|
|
2025
Q1 | $1.77M | Sell |
6,843
-231
| -3% | -$59.7K | 0.68% | 51 |
|
|
2024
Q4 | $1.87M | Buy |
7,074
+799
| +13% | +$211K | 0.67% | 48 |
|
|
2024
Q3 | $1.66M | Buy |
6,275
+176
| +3% | +$46.4K | 0.66% | 47 |
|
|
2024
Q2 | $1.48M | Buy |
6,099
+236
| +4% | +$57.1K | 0.63% | 46 |
|
|
2024
Q1 | $1.46M | Buy |
5,863
+173
| +3% | +$43.2K | 0.69% | 42 |
|
|
2023
Q4 | $1.32M | Sell |
5,690
-223
| -4% | -$51.9K | 0.71% | 42 |
|
|
2023
Q3 | $1.23M | Buy |
+5,913
| New | +$1.23M | 0.7% | 44 |
|
|
2023
Q2 | – | Sell |
-6,774
| Closed | -$1.43M | – | 144 |
|
|
2023
Q1 | $1.43M | Hold |
6,774
| – | – | 0.86% | 33 |
|
|
2022
Q4 | $1.38M | Sell |
6,774
-513
| -7% | -$105K | 0.94% | 33 |
|
|
2022
Q3 | $1.37M | Sell |
7,287
-2,248
| -24% | -$423K | 0.95% | 32 |
|
|
2022
Q2 | $1.98M | Sell |
9,535
-259
| -3% | -$53.7K | 1.18% | 25 |
|
|
2022
Q1 | $2.33M | Sell |
9,794
-132
| -1% | -$31.4K | 1.08% | 25 |
|
|
2021
Q4 | $2.53M | Buy |
9,926
+264
| +3% | +$67.3K | 1.1% | 24 |
|
|
2021
Q3 | $2.29M | Sell |
9,662
-506
| -5% | -$120K | 0.83% | 30 |
|
|
2021
Q2 | $2.41M | Sell |
10,168
-92
| -0.9% | -$21.8K | 0.88% | 31 |
|
|
2021
Q1 | $2.27M | Buy |
10,260
+2,762
| +37% | +$611K | 0.88% | 31 |
|
|
2020
Q4 | $1.55M | Buy |
7,498
+1,616
| +27% | +$334K | 0.65% | 46 |
|
|
2020
Q3 | $1.04M | Buy |
5,882
+1,079
| +22% | +$190K | 0.54% | 46 |
|
|
2020
Q2 | $787K | Buy |
+4,803
| New | +$787K | 0.44% | 51 |
|
|
2018
Q4 | – | Sell |
-43
| Closed | -$7K | – | 428 |
|
|
2018
Q3 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 381 |
|
|
2018
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 347 |
|