Capital Performance 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	$258K	Sell	923 -66	-7%	-$18.5K	0.05%	188
2025 Q1	$256K	Buy	989 +69	+8%	+$17.9K	0.06%	188
2024 Q4	$243K	Buy	920 +172	+23%	+$45.4K	0.08%	122
2024 Q3	$197K	Buy	+748	New	+$197K	0.06%	109