Capital Insight Partners’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 | $4.99M | Sell |
17,846
-3,679
| -17% | -$1.03M | 0.87% | 37 |
|
|
2025
Q1 | $5.57M | Sell |
21,525
-347
| -2% | -$89.7K | 0.97% | 36 |
|
|
2024
Q4 | $5.78M | Sell |
21,872
-438
| -2% | -$116K | 1% | 31 |
|
|
2024
Q3 | $5.89M | Sell |
22,310
-370
| -2% | -$97.6K | 1.03% | 31 |
|
|
2024
Q2 | $5.49M | Buy |
22,680
+28
| +0.1% | +$6.78K | 1.04% | 28 |
|
|
2024
Q1 | $5.66M | Buy |
22,652
+1,020
| +5% | +$255K | 1.06% | 27 |
|
|
2023
Q4 | $5.03M | Buy |
21,632
+448
| +2% | +$104K | 1.03% | 26 |
|
|
2023
Q3 | $4.41M | Buy |
21,184
+1,257
| +6% | +$262K | 1% | 27 |
|
|
2023
Q2 | $4.39M | Buy |
19,927
+128
| +0.6% | +$28.2K | 0.98% | 25 |
|
|
2023
Q1 | $4.18M | Buy |
19,799
+203
| +1% | +$42.8K | 0.98% | 25 |
|
|
2022
Q4 | $3.99M | Buy |
19,596
+2,373
| +14% | +$484K | 1.04% | 27 |
|
|
2022
Q3 | $3.24M | Sell |
17,223
-508
| -3% | -$95.5K | 0.87% | 35 |
|
|
2022
Q2 | $3.49M | Buy |
17,731
+1,330
| +8% | +$262K | 0.82% | 38 |
|
|
2022
Q1 | $3.9M | Buy |
16,401
+944
| +6% | +$225K | 0.8% | 38 |
|
|
2021
Q4 | $3.94M | Buy |
15,457
+1,316
| +9% | +$335K | 0.8% | 42 |
|
|
2021
Q3 | $3.35M | Buy |
14,141
+1,261
| +10% | +$299K | 0.73% | 46 |
|
|
2021
Q2 | $3.06M | Buy |
12,880
+512
| +4% | +$122K | 0.69% | 51 |
|
|
2021
Q1 | $2.74M | Buy |
12,368
+389
| +3% | +$86.1K | 0.67% | 58 |
|
|
2020
Q4 | $2.48M | Sell |
11,979
-2
| -0% | -$414 | 0.62% | 59 |
|
|
2020
Q3 | $2.11M | Sell |
11,981
-26
| -0.2% | -$4.58K | 0.59% | 62 |
|
|
2020
Q2 | $1.97M | Sell |
12,007
-194
| -2% | -$31.8K | 0.62% | 56 |
|
|
2020
Q1 | $1.61M | Buy |
12,201
+940
| +8% | +$124K | 0.85% | 39 |
|
|
2019
Q4 | $2.01M | Buy |
+11,261
| New | +$2.01M | 0.92% | 34 |
|