Capital Insight Partners’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 | – | Sell |
-69,348
| Closed | -$5.03M | – | 114 |
|
|
2025
Q4 | $5.03M | Sell |
69,348
-6,876
| -9% | -$500K | 1.06% | 31 |
|
|
2025
Q3 | $5.6M | Buy |
76,224
+4,840
| +7% | +$348K | 0.93% | 34 |
|
|
2025
Q2 | $4.99M | Sell |
71,384
-14,716
| -17% | -$966K | 0.87% | 37 |
|
|
2025
Q1 | $5.57M | Sell |
86,100
-1,388
| -2% | -$93.1K | 0.97% | 36 |
|
|
2024
Q4 | $5.78M | Sell |
87,488
-1,752
| -2% | -$119K | 1% | 31 |
|
|
2024
Q3 | $5.89M | Sell |
89,240
-1,480
| -2% | -$92.9K | 1.03% | 31 |
|
|
2024
Q2 | $5.49M | Buy |
90,720
+112
| +0.1% | +$6.81K | 1.04% | 28 |
|
|
2024
Q1 | $5.66M | Buy |
90,608
+4,080
| +5% | +$241K | 1.06% | 27 |
|
|
2023
Q4 | $5.03M | Buy |
86,528
+1,792
| +2% | +$95.7K | 1.03% | 26 |
|
|
2023
Q3 | $4.41M | Buy |
84,736
+5,028
| +6% | +$276K | 1% | 27 |
|
|
2023
Q2 | $4.39M | Buy |
79,708
+512
| +0.6% | +$26.8K | 0.98% | 25 |
|
|
2023
Q1 | $4.18M | Buy |
79,196
+812
| +1% | +$43.2K | 0.98% | 25 |
|
|
2022
Q4 | $3.99M | Buy |
78,384
+9,492
| +14% | +$483K | 1.04% | 27 |
|
|
2022
Q3 | $3.24M | Sell |
68,892
-2,032
| -3% | -$106K | 0.87% | 35 |
|
|
2022
Q2 | $3.49M | Buy |
70,924
+5,320
| +8% | +$287K | 0.82% | 38 |
|
|
2022
Q1 | $3.9M | Buy |
65,604
+3,776
| +6% | +$222K | 0.8% | 38 |
|
|
2021
Q4 | $3.94M | Buy |
61,828
+5,264
| +9% | +$330K | 0.8% | 42 |
|
|
2021
Q3 | $3.35M | Buy |
56,564
+5,044
| +10% | +$305K | 0.73% | 46 |
|
|
2021
Q2 | $3.06M | Buy |
51,520
+2,048
| +4% | +$119K | 0.69% | 51 |
|
|
2021
Q1 | $2.74M | Buy |
49,472
+1,556
| +3% | +$84.4K | 0.67% | 58 |
|
|
2020
Q4 | $2.48M | Sell |
47,916
-8
| -0% | -$387 | 0.62% | 59 |
|
|
2020
Q3 | $2.11M | Sell |
47,924
-104
| -0.2% | -$4.53K | 0.59% | 62 |
|
|
2020
Q2 | $1.97M | Sell |
48,028
-776
| -2% | -$29.7K | 0.62% | 56 |
|
|
2020
Q1 | $1.61M | Buy |
48,804
+3,760
| +8% | +$156K | 0.85% | 39 |
|
|
2019
Q4 | $2.01M | Buy |
+45,044
| New | +$1.93M | 0.92% | 34 |
|
Other funds holding VO
