Capital Analysts LLC’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
Q2 | $2.04M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $928K | Buy |
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|
2022
Q4 | $794K | Sell |
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|
2022
Q3 | $970K | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $701K | Sell |
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|
2021
Q3 | $696K | Buy |
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|
2021
Q2 | $696K | Buy |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $39K | Buy |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $31K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $51K | Sell |
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|
2017
Q3 | $151K | Sell |
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|
2017
Q2 | $221K | Sell |
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|
2017
Q1 | $257K | Sell |
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|
2016
Q4 | $409K | Sell |
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|
2016
Q3 | $457K | Sell |
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|
2016
Q2 | $704K | Sell |
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|
2016
Q1 | $809K | Sell |
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|
2015
Q4 | $965K | Sell |
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|
2015
Q3 | $1.09M | Sell |
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|
2015
Q2 | $1.28M | Buy |
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