Capstone Financial 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
2022
Q2
Sell
-936
Closed -$223K 152
2022
Q1
$223K Hold
936
0.02% 115
2021
Q4
$238K Sell
936
-45
-5% -$11.4K 0.02% 111
2021
Q3
$232K Buy
981
+1
+0.1% +$236 0.02% 116
2021
Q2
$233K Buy
+980
New +$233K 0.02% 119