Capital Investment Advisors’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 | $821K | Sell |
2,932
-30
| -1% | -$8.4K | 0.01% | 360 |
|
|
2025
Q1 | $766K | Sell |
2,962
-157
| -5% | -$40.6K | 0.02% | 361 |
|
|
2024
Q4 | $824K | Buy |
3,119
+71
| +2% | +$18.8K | 0.02% | 334 |
|
|
2024
Q3 | $804K | Sell |
3,048
-142
| -4% | -$37.5K | 0.02% | 334 |
|
|
2024
Q2 | $772K | Buy |
3,190
+338
| +12% | +$81.8K | 0.02% | 326 |
|
|
2024
Q1 | $713K | Buy |
2,852
+117
| +4% | +$29.2K | 0.02% | 340 |
|
|
2023
Q4 | $636K | Buy |
2,735
+42
| +2% | +$9.77K | 0.02% | 338 |
|
|
2023
Q3 | $561K | Hold |
2,693
| – | – | 0.02% | 336 |
|
|
2023
Q2 | $593K | Sell |
2,693
-58
| -2% | -$12.8K | 0.02% | 317 |
|
|
2023
Q1 | $580K | Sell |
2,751
-803
| -23% | -$169K | 0.02% | 330 |
|
|
2022
Q4 | $724K | Buy |
+3,554
| New | +$724K | 0.02% | 293 |
|