Capital Asset Advisory Services’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
Q3 | $70.3M | Buy |
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|
2025
Q2 | $66.8M | Buy |
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|
2025
Q1 | $60.5M | Sell |
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|
2024
Q4 | $63.1M | Sell |
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|
2024
Q3 | $62.1M | Buy |
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|
2024
Q2 | $56.2M | Buy |
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|
2024
Q1 | $56.7M | Buy |
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|
2023
Q4 | $52.9M | Buy |
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|
2023
Q3 | $46.7M | Buy |
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|
2023
Q2 | $44.9M | Buy |
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|
2023
Q1 | $41.4M | Buy |
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|
2022
Q4 | $39M | Buy |
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|
2022
Q3 | $35.1M | Buy |
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|
2022
Q2 | $18.6M | Buy |
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|
2022
Q1 | $21.8M | Buy |
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|
2021
Q4 | $21.2M | Buy |
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|
2021
Q3 | $18.9M | Buy |
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|
2021
Q2 | $18.4M | Buy |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $26K | Buy |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $50K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.39M | Sell |
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|
2017
Q1 | $1.79M | Buy |
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|
2016
Q4 | $1.59M | Buy |
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