Capital Management Associates Inc’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 | $3.26M | Sell |
11,659
-5,412
| -32% | -$1.51M | 1.03% | 19 |
|
|
2025
Q1 | $4.41M | Buy |
17,071
+5,404
| +46% | +$1.4M | 1% | 17 |
|
|
2024
Q4 | $3.08M | Sell |
11,667
-2,103
| -15% | -$555K | 1.15% | 17 |
|
|
2024
Q3 | $3.63M | Buy |
13,770
+4,402
| +47% | +$1.16M | 1.48% | 12 |
|
|
2024
Q2 | $2.27M | Sell |
9,368
-704
| -7% | -$170K | 1.37% | 13 |
|
|
2024
Q1 | $2.52M | Sell |
10,072
-887
| -8% | -$222K | 1.85% | 12 |
|
|
2023
Q4 | $2.55M | Buy |
+10,959
| New | +$2.55M | 1.5% | 13 |
|