Capital Investment Advisory Services’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 | $9.41M | Buy |
33,628
+2,227
| +7% | +$623K | 0.77% | 24 |
|
|
2025
Q1 | $8.12M | Buy |
31,401
+1,826
| +6% | +$472K | 0.73% | 26 |
|
|
2024
Q4 | $7.81M | Sell |
29,575
-1,520
| -5% | -$401K | 0.75% | 26 |
|
|
2024
Q3 | $8.2M | Sell |
31,095
-213
| -0.7% | -$56.2K | 0.78% | 25 |
|
|
2024
Q2 | $7.58M | Sell |
31,308
-11,768
| -27% | -$2.85M | 0.78% | 24 |
|
|
2024
Q1 | $10.8M | Sell |
43,076
-2,505
| -5% | -$626K | 1.15% | 14 |
|
|
2023
Q4 | $10.6M | Buy |
45,581
+28,831
| +172% | +$6.71M | 0.98% | 18 |
|
|
2023
Q3 | $3.49M | Buy |
16,750
+150
| +0.9% | +$31.2K | 0.34% | 50 |
|
|
2023
Q2 | $3.65M | Sell |
16,600
-314
| -2% | -$69.1K | 0.36% | 47 |
|
|
2023
Q1 | $3.57M | Buy |
16,914
+317
| +2% | +$66.9K | 0.42% | 46 |
|
|
2022
Q4 | $3.38M | Buy |
16,597
+1,051
| +7% | +$214K | 0.4% | 47 |
|
|
2022
Q3 | $2.92M | Buy |
15,546
+3,553
| +30% | +$668K | 0.38% | 52 |
|
|
2022
Q2 | $2.36M | Buy |
11,993
+1,905
| +19% | +$375K | 0.29% | 72 |
|
|
2022
Q1 | $2.4M | Sell |
10,088
-1,517
| -13% | -$361K | 0.26% | 77 |
|
|
2021
Q4 | $2.96M | Buy |
11,605
+530
| +5% | +$135K | 0.35% | 61 |
|
|
2021
Q3 | $2.62M | Buy |
11,075
+58
| +0.5% | +$13.7K | 0.33% | 60 |
|
|
2021
Q2 | $2.62M | Sell |
11,017
-143
| -1% | -$33.9K | 0.33% | 67 |
|
|
2021
Q1 | $2.47M | Sell |
11,160
-298
| -3% | -$66K | 0.35% | 68 |
|
|
2020
Q4 | $2.37M | Sell |
11,458
-612
| -5% | -$127K | 0.35% | 66 |
|
|
2020
Q3 | $2.13M | Buy |
12,070
+3,685
| +44% | +$649K | 0.4% | 61 |
|
|
2020
Q2 | $1.37M | Sell |
8,385
-9
| -0.1% | -$1.48K | 0.28% | 83 |
|
|
2020
Q1 | $1.11M | Sell |
8,394
-604
| -7% | -$79.5K | 0.27% | 81 |
|
|
2019
Q4 | $1.6M | Sell |
8,998
-267
| -3% | -$47.6K | 0.43% | 48 |
|
|
2019
Q3 | $1.55M | Buy |
9,265
+7,523
| +432% | +$1.26M | 0.43% | 48 |
|
|
2019
Q2 | $294K | Sell |
1,742
-212
| -11% | -$35.8K | 0.09% | 219 |
|
|
2019
Q1 | $314K | Sell |
1,954
-188
| -9% | -$30.2K | 0.12% | 160 |
|
|
2018
Q4 | $296K | Sell |
2,142
-248
| -10% | -$34.3K | 0.13% | 149 |
|
|
2018
Q3 | $392K | Sell |
2,390
-338
| -12% | -$55.4K | 0.18% | 138 |
|
|
2018
Q2 | $430K | Sell |
2,728
-179
| -6% | -$28.2K | 0.22% | 119 |
|
|
2018
Q1 | $448K | Sell |
2,907
-3,638
| -56% | -$561K | 0.25% | 102 |
|
|
2017
Q4 | $915K | Sell |
6,545
-2,096
| -24% | -$293K | 0.54% | 37 |
|
|
2017
Q3 | $1.18M | Sell |
8,641
-371
| -4% | -$50.7K | 0.72% | 34 |
|
|
2017
Q2 | $1.19M | Buy |
9,012
+480
| +6% | +$63.3K | 0.78% | 33 |
|
|
2017
Q1 | $1.1M | Buy |
8,532
+1,703
| +25% | +$220K | 0.81% | 28 |
|
|
2016
Q4 | $837K | Buy |
+6,829
| New | +$837K | 0.73% | 34 |
|