Capital Analysts LLC’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 | $2.04M | Buy |
7,299
+145
| +2% | +$40.6K | 0.07% | 212 |
|
|
2025
Q1 | $1.85M | Buy |
7,154
+1,186
| +20% | +$307K | 0.07% | 201 |
|
|
2024
Q4 | $1.58M | Buy |
5,968
+175
| +3% | +$46.2K | 0.06% | 205 |
|
|
2024
Q3 | $1.53M | Buy |
5,793
+1,529
| +36% | +$403K | 0.06% | 204 |
|
|
2024
Q2 | $1.03M | Sell |
4,264
-571
| -12% | -$138K | 0.05% | 241 |
|
|
2024
Q1 | $1.21M | Buy |
4,835
+1,279
| +36% | +$320K | 0.06% | 219 |
|
|
2023
Q4 | $827K | Buy |
3,556
+1,155
| +48% | +$269K | 0.04% | 250 |
|
|
2023
Q3 | $500K | Sell |
2,401
-923
| -28% | -$192K | 0.03% | 299 |
|
|
2023
Q2 | $710K | Sell |
3,324
-1,077
| -24% | -$230K | 0.04% | 258 |
|
|
2023
Q1 | $928K | Buy |
4,401
+500
| +13% | +$105K | 0.05% | 225 |
|
|
2022
Q4 | $794K | Sell |
3,901
-1,259
| -24% | -$256K | 0.05% | 244 |
|
|
2022
Q3 | $970K | Buy |
5,160
+11
| +0.2% | +$2.07K | 0.07% | 209 |
|
|
2022
Q2 | $1.01M | Buy |
5,149
+17
| +0.3% | +$3.35K | 0.07% | 204 |
|
|
2022
Q1 | $1.22M | Buy |
5,132
+2,378
| +86% | +$566K | 0.08% | 200 |
|
|
2021
Q4 | $701K | Sell |
2,754
-187
| -6% | -$47.6K | 0.04% | 238 |
|
|
2021
Q3 | $696K | Buy |
2,941
+6
| +0.2% | +$1.42K | 0.05% | 231 |
|
|
2021
Q2 | $696K | Buy |
2,935
+31
| +1% | +$7.35K | 0.05% | 231 |
|
|
2021
Q1 | $643K | Buy |
2,904
+2,683
| +1,214% | +$594K | 0.04% | 233 |
|
|
2020
Q4 | $46K | Hold |
221
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $39K | Buy |
221
+37
| +20% | +$6.53K | ﹤0.01% | 436 |
|
|
2020
Q2 | $30K | Hold |
184
| – | – | ﹤0.01% | 434 |
|
|
2020
Q1 | $24K | Hold |
184
| – | – | ﹤0.01% | 428 |
|
|
2019
Q4 | $33K | Hold |
184
| – | – | ﹤0.01% | 443 |
|
|
2019
Q3 | $30K | Hold |
184
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $31K | Buy |
+184
| New | +$31K | ﹤0.01% | 423 |
|
|
2018
Q1 | – | Sell |
-326
| Closed | -$51K | – | 575 |
|
|
2017
Q4 | $51K | Sell |
326
-698
| -68% | -$109K | 0.01% | 311 |
|
|
2017
Q3 | $151K | Sell |
1,024
-530
| -34% | -$78.2K | 0.02% | 204 |
|
|
2017
Q2 | $221K | Sell |
1,554
-290
| -16% | -$41.3K | 0.03% | 187 |
|
|
2017
Q1 | $257K | Sell |
1,844
-1,265
| -41% | -$176K | 0.04% | 162 |
|
|
2016
Q4 | $409K | Sell |
3,109
-420
| -12% | -$55.3K | 0.07% | 156 |
|
|
2016
Q3 | $457K | Sell |
3,529
-2,166
| -38% | -$280K | 0.09% | 144 |
|
|
2016
Q2 | $704K | Sell |
5,695
-977
| -15% | -$121K | 0.14% | 112 |
|
|
2016
Q1 | $809K | Sell |
6,672
-1,363
| -17% | -$165K | 0.16% | 104 |
|
|
2015
Q4 | $965K | Sell |
8,035
-1,312
| -14% | -$158K | 0.2% | 99 |
|
|
2015
Q3 | $1.09M | Sell |
9,347
-729
| -7% | -$85.1K | 0.21% | 105 |
|
|
2015
Q2 | $1.28M | Buy |
+10,076
| New | +$1.28M | 0.26% | 88 |
|